Money Purchase · DOL Form 5500 · 2022
Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $374M
- Total assets Above avg plan size
- 1,715
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $218,242
- Avg per participant Above avg balance/head
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.
- #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.
- #9,624
- in Construction (9,927 peers)
- -12.4%
- assets change YoY
- 3.8×
- vs typical plan assets (national mean)
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.
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's outsized position by total assets
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$374,284,863 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan lands in the large band (1,715 participants).
Plan-year Form 5500 strip
Filing strip 391511099 · Board of Trustees PY 2022 · Money Purchase
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · $374M · 1,715 · 97th
- NET $374M
- NET 1,715
- NET 97th
- NET Money Purchase
- NET near Thrivent Capital Accumulation Plan
- NET ind #9624
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 Wisconsin →
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $477M 27.391185734380073% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Thrivent Capital Accumulation Plan in MN ($372M); by covered participants it is IBEW Local 595 Money Purchase Pension Plan in CA (1,714 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,715 participants); asset peers above are excluded.
- IBEW Local 595 Money Purchase Pension Plan (CA) 1,714 · 1 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,722 · 7 off
- Plumbers & Steamfitters 150 Profit Sharing Fund (TN) 1,704 · 11 off
- Flagler Hospital Money Accumulation Plan and Trust (FL) 1,730 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.