401(k) · DOL Form 5500 · 2022

Steamfitters Local 439 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
115
Participants Small participant base
83rd
Percentile by assets National rank
$274,326
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steamfitters Local 439 Supplemental Retirement Trust · Sponsored by Steamfitters Local 439 · Illinois · Construction

$32M in assets, 115 participants

Steamfitters Local 439's Steamfitters Local 439 Supplemental Retirement Trust reported $32M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,164 in Construction (9,927 peers)

Coverage in Illinois

Steamfitters Local 439 Supplemental Retirement Trust covers 115 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $32M.

#8,164
in Construction (9,927 peers)
-15.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steamfitters Local 439 Supplemental Retirement Trust's outsized position by total assets

Steamfitters Local 439 Supplemental Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,547,532 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Steamfitters Local 439 Supplemental Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steamfitters Local 439 Supplemental Retirement Trust sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 371186815 · Steamfitters Local 439 PY 2022 · 401(k)

Steamfitters Local 439 Supplemental Retirement Trust · $32M · 115 · 83rd

  • EBSA $32M
  • EBSA 115
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Athens Insurance Service, Inc 401(k) Plan
  • EBSA ind #8164

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Illinois →

Steamfitters Local 439 Supplemental Retirement Trust in the asset neighbourhood

Steamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439 Suppl…$32MAthens Insurance Service, Inc 401(k) PlanAthens Insurance Service, In…$32MThe Hogan Retirement Savings PlanThe Hogan Retirement Savings…$32MDerry Medical Center 401(k) PlanDerry Medical Center 401(k) …$32MSistema Universitario Ana G Mendez Employees Savings Investment PlanSistema Universitario Ana G …$32M
End-of-year total assets ($M) among Steamfitters Local 439 Supplemental Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$6M
Employer EIN371186815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steamfitters Local 439)

Sponsor-wide plan assets over time

All Steamfitters Local 439 plans reported in each filing year

Latest sponsor-wide plan assets
$96M 31.637849371121668% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 230 $73M
2023 2 261 $85M
2024 2 265 $96M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Steamfitters Local 439 Supplemental Retirement Trust, Total assets ($B): 0.031547532 · Participants: 115Steamfitters Local 439 Supplemental Retirement TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Steamfitters Local 439 Supplemental Retirement Trust side-by-side with 3 peers →

Steamfitters Local 439 Supplemental Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Athens Insurance Service, Inc 401(k) Plan in CA ($32M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steamfitters Local 439 Supplemental Retirement Trust assets move in 2022? ▼
Steamfitters Local 439 Supplemental Retirement Trust declined sharply - down 15.3% during 2022, from $37M to $32M. Reported net income was -$6M.
How have Steamfitters Local 439 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamfitters Local 439's sponsor-wide assets grew 31.6%, from $73M to $96M.
Where does Steamfitters Local 439 Supplemental Retirement Trust rank by assets among Form 5500 filers? ▼
Steamfitters Local 439 Supplemental Retirement Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Athens Insurance Service, Inc 401(k) Plan in CA ($32M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371186815.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.