Plan Ledger DOL Form 5500 · updated monthly

Jt Brd Trustees Plumbers & PipefittersMoney purchase plan

PLUMBERS & PIPEFITTERS LOCAL 152 RETIREMENT ANNUIT · ONA, WV · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Jt Brd Trustees Plumbers & Pipefitters reported $110,692 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,151 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.30% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 27th-largest of 265 plans among West Virginia employers on file, and the 783rd of 5,337 in construction.

Plan summary
Net assets, end of year$74,949,018
Participants with balances638
Active participants2,851
Employer contributions$3,281,463
Employee contributions—
Employer contribution per active participant$1,151
Average account balance$117,475
Benefits paid to participants$2,998,094
Plan auditUnmodified (clean) audit opinion
AuditorGRAY, GRIFFITH, & MAYS A.C.
Plan history3
Yearassets · accounts · employer contribution
2024$74.9M · 638 accts · $3.3M emplr
2023$68.8M · 688 accts · $2.8M emplr
2022$63.0M · 974 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,633
Investment management$49,825
Audit (IQPA)$15,924
Total administrative$110,692
Employer contributions to the Jt Brd Trustees Plumbers & Pipefitters plan · 2024
Employer contribution per active participant$1,151
Median for plans this size$3,635
2024$1,151 per active participant
2023$953 per active participant
2022$952 per active participant

Jt Brd Trustees Plumbers & Pipefitters's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
AMERICAN BENEFIT CORPORATION · Contract administrator$31,128
STANDARD VALUATIONS, INC · Investment advisory (plan)$22,000
GRAY, GRIFFITH & MAYS, A.C. · Accounting / audit$15,000
JOHN F. DASCOLI, PLLC · Legal$6,840

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$110,692 · 0.15%
2023$217,549 · 0.33%
2022$187,374 · 0.30%
Similar plansConstruction · West Virginia
West Virginia Laborers WV$155.1M · 0.70%
The Mountain Company WV$52.9M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550623667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.