Money Purchase · DOL Form 5500 · 2022

Board of Trustees Money Purchase Plan

Data updated 2026-08-11

$374M
Total assets: 1,715
Participants: 97th
Percentile by assets: $218,242
Avg per participant

Official DOL plan name: Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · Sponsored by Board of Trustees · Wisconsin · Construction

$374M in assets, 1,715 participants

Board of Trustees's Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported $374M in total assets and 1,715 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 139,126 plans)
#9,624 in Construction (9,927 peers)

Coverage in Wisconsin

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan covers 1,715 participants in Wisconsin, 3.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $374M.

$374M
total plan assets (2022 EOY): 1,715
covered participants: 97th
percentile by assets (of 139,126 plans): $218,242
avg assets per participant

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reports 1,715 participants - 3.0x that state average ($374M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$427M
Net Assets (End of Year)	$374M
Net Income	-$53M
Employer EIN	391511099
Plan Effective Date	1966-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees)

Total plan assets by year, all Board of Trustees plans on file

Year	Plans	Participants	Total Assets
2022	1	1,715	$374M
2023	1	1,896	$429M
2024	1	2,013	$477M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Wisconsin Glaziers & Glassworkers Money Purchase Fund $67M · 426

Compare Plumbers and Steamfitters Local 400 and … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan by total assets, not by location.

Thrivent Capital Accumulation Plan (MN) $372M · 1,890
The Association of University Physicians Pension Plan (WA) $371M · 2,585
Contra Costa County Electrical Workers Retirement Plan & Trust (CA) $383M · 1,444
Western States Insulators and Allied Workers Individual Account Plan (CA) $384M · 6,434

Frequently Asked Questions

How did Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan assets move in 2022? ▼

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan pulled back noticeably - down 12.4% during 2022, from $427M to $374M. Reported net income was -$53M.

How have Board of Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 27.4%, from $374M to $477M.

Where does Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which Money Purchase plans are similar in size to Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Thrivent Capital Accumulation Plan in MN ($372M, 1,890 participants).

Next read for Plumbers and Steamfitters Local 400 and …

Filing takeaways

Ways to act on Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's numbers.

By total assets, Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
Board of Trustees's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Construction plans

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 391511099.