Money Purchase · DOL Form 5500 · 2022
Steamfitters Industry Welfare Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 35
- Participants
- 71st
- Percentile by assets
- $392,155
- Avg per participant
Official DOL plan name: The Steamfitters Industry Fund Office Money Purchase Pension Plan · Sponsored by Steamfitters Industry Welfare Fund Board of Trustees · New York · Finance & Insurance
$14M in assets, 35 participants
Steamfitters Industry Welfare Fund Board of Trustees's The Steamfitters Industry Fund Office Money Purchase Pension Plan reported $14M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 71st percentile by assets (of 139,126 plans)
- #5,123 in Finance & Insurance (9,261 peers)
Steamfitters Industry Welfare Fund Board of Trustees multi-year trail
Steamfitters Industry Welfare Fund Board of Trustees's plans moved +37.2% in assets from 2022 to 2024; this filing shows The Steamfitters Industry Fund Office Money Purchase Pension Plan at $14M / 35 participants.
- $14M
- total plan assets (2022 EOY)
- 35
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $392,155
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steamfitters Industry Welfare Fund Board of Trustees across 3 plan years on file
Across the 3 plan years Steamfitters Industry Welfare Fund Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $19M, a gain of 37.2%, while reported participants moved from 35 to 31 (-11.4%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($14M).
Steamfitters Industry Welfare Fund Board of Trustees multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $14M |
| 2023 | 1 | 33 | $16M |
| 2024 | 1 | 31 | $19M |
Steamfitters Industry Welfare Fund Board of Trustees filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 131545680 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Steamfitters Industry Fund Office Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Steamfitters Industry Fund Office Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Steamfitters Industry Fund Office Money Purchase Pension Plan's numbers.
- By total assets, The Steamfitters Industry Fund Office Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Steamfitters Industry Welfare Fund Board of Trustees's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Finance & Insurance plans