Plan Ledger DOL Form 5500 · updated monthly

Pipe Fitters Local No 533 Individual Account PlanProfit-sharing plan

PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Pipe Fitters Local No 533 Individual Account Plan reported $349,292 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $6,792 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 0.13% to 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 83rd-largest of 1,393 plans among Missouri employers on file, and the 447th of 4,798 in finance & insurance. active participation has grown from 1,302 to 1,509 since 2022.

Plan summary
Net assets, end of year$301,360,029
Participants with balances1,621
Active participants1,509
Employer contributions$10,249,338
Employee contributions—
Employer contribution per active participant$6,792
Average account balance$185,910
Benefits paid to participants$11,217,288
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$301.4M · 1,621 accts · $10.2M emplr
2023$273.8M · 1,533 accts · $9.9M emplr
2022$230.5M · 1,392 accts · $8.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,165
Investment management$79,395
Audit (IQPA)$29,487
Total administrative$349,292
Employer contributions to the Pipe Fitters Local No 533 Individual Account Plan plan · 2024
Employer contribution per active participant$6,792
Median for plans this size$4,294
2024$6,792 per active participant
2023$6,934 per active participant
2022$6,283 per active participant

Pipe Fitters Local No 533 Individual Account Plan's 2024 employer contribution ran above the $4,294 median for plans its size. 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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$79,395
BLAKE & UHLIG, P.A. · Legal$83,326
SOLXSYS ADMINISTRATIVE SOLUTIONS LL · Contract administrator$40,544
RBC WEALTH MANAGEMENT · Investment advisory (participants)$40,000
CLIFTONLARSONALLEN LLP · Accounting / audit$29,487
CALIBRE CPA GROUP PLLC · Accounting / audit$8,749

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$349,292 · 0.12%
2023$316,462 · 0.13%
2022$311,411 · 0.13%
Similar plansFinance & Insurance · Missouri
Rga Reinsurance Company MO$669.8M · 0.02%
Mortgage Research Center LLC MO$484.5M · 0.15%
Stonex Group Inc. MO$309.2M · 0.06%
Americo Services, Inc. MO$262.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 436175719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.