Employer · plans filed under one EIN
Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 Pension
Troy, MI · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 Pension, based in Troy, Michigan, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,724 participant records and $236M in net assets.
The largest is United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan, a defined benefit pension plan with 1,175 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $14.1M and participant contributions $1.9M in the latest plan years; benefits paid were $12.2M. Schedule C compensation reported to service provider organisations totalled $692K.
Combined net assets moved from $78.2M in 2009 to $236M in 2024 (up 202%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan | defined benefit pension plan | 2024 | 1,175 | $206M | $175,029 | $22,086 | $516K |
| Kalamazoo Plumbers & Pipefitters Local 357 401(k) Plan | 401(k) plan | 2024 | 549 | $30.8M | $56,040 | — | $176K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,724 | $236M | $14.1M | $1.9M |
| 2023 | 2 | 1,694 | $208M | $12.7M | $1.8M |
| 2022 | 2 | 1,591 | $182M | $11.5M | $1.5M |
| 2021 | 2 | 1,530 | $171M | $11.0M | $1.5M |
| 2020 | 2 | 1,497 | $185M | $10.7M | $1.2M |
| 2019 | 2 | 1,388 | $145M | $9.1M | $1.1M |
| 2018 | 2 | 1,299 | $134M | $8.8M | $972K |
| 2017 | 2 | 1,204 | $128M | $7.3M | $927K |
| 2016 | 2 | 1,147 | $116M | $8.2M | $823K |
| 2015 | 2 | 1,318 | $106M | $8.0M | $709K |
| 2014 | 2 | 1,319 | $107M | $7.5M | $585K |
| 2013 | 2 | 1,287 | $105M | $7.3M | $546K |
| 2012 | 2 | 1,274 | $95.7M | $6.9M | $571K |
| 2011 | 2 | 1,207 | $88.8M | $7.2M | $592K |
| 2010 | 2 | 1,218 | $87.1M | $5.9M | $515K |
| 2009 | 2 | 1,181 | $78.2M | $4.8M | $558K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Solxsys Administrative Solutions | Plan Administrator | 2 | $106,708 |
| Novara Law Group, PLLC | Legal | 2 | $104,677 |
| Morgan Stanley Smith Barney LLC | — | 1 | $72,500 |
| National Investment Services | Custodial (other than securities); Investment advisory (plan); Investment management; Securities brokerage | 1 | $64,596 |
| Ancora Advisors | Custodial (securities); Investment advisory (plan); Investment management; Securities brokerage | 1 | $64,502 |
| United Actuarial Services, Inc. | Actuarial; Consulting (pension) | 1 | $58,950 |
| American Funds | Recordkeeping and information management; Custodial (securities); Investment management | 1 | $49,616 |
| Bultynck & Co., PLLC | Accounting (including auditing) | 2 | $34,100 |
| Capital Group Retirement Plan SVCS | Recordkeeping and information management; Custodial (securities); Investment management | 1 | $33,066 |
| Segal Select Insurance Services | Claims processing; Insurance agents and brokers; Insurance services | 1 | $25,160 |
| Tic International Corporation | Accounting (including auditing); Contract Administrator; Plan Administrator; Recordkeeping and information management | 2 | $20,847 |
| Morgan Stanley Global Banking | Recordkeeping and information management; Custodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution) | 1 | $17,500 |
| Comerica Bank | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Other services | 1 | $14,633 |
| American Graphics Printing Co. | Copying and duplicating | 1 | $11,361 |
| Westend Advisors | Custodial (securities); Investment advisory (plan); Investment management; Named fiduciary | 1 | $8,361 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 Pension have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan and Kalamazoo Plumbers & Pipefitters Local 357 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees of the Kalamazoo Plumbers & Pipefitters 357 Pension contribute to its plans?
$14,090,914 in employer contributions across these plans in their latest plan years, about $14,786 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Solxsys Administrative Solutions, Novara Law Group, PLLC, Morgan Stanley Smith Barney LLC and National Investment Services and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.