Defined Benefit (Pension) · DOL Form 5500 · 2022

Building Trades United Pension Trust Fund Pension Plan

Data updated 2026-08-25

$3.0B
Total assets Very large vs avg
9,724
Participants Very large workforce
100th
Percentile by assets National rank
$303,577
Avg per participant High balance/head
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Official DOL plan name: Building Trades United Pension Trust Fund Milwaukee and Vicinity · Sponsored by Building Trades United Pension Trust Fund · Wisconsin · Construction

$3.0B in assets, 9,724 participants

Building Trades United Pension Trust Fund's Building Trades United Pension Trust Fund Milwaukee and Vicinity reported $3.0B in total assets and 9,724 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,898 in Construction (9,927 peers)

Coverage in Wisconsin

Building Trades United Pension Trust Fund Milwaukee and Vicinity covers 9,724 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~563 per filing). Assets: $3.0B.

#9,898
in Construction (9,927 peers)
-1.3%
assets change YoY
30×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Building Trades United Pension Trust Fund Milwaukee and Vicinity's outsized position by total assets

Building Trades United Pension Trust Fund Milwaukee and Vicinity vs every filed plan by assets

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

$2,951,985,172 Highest reported value at or above every one 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

Building Trades United Pension Trust Fund Milwaukee and Vicinity'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. Building Trades United Pension Trust Fund Milwaukee and Vicinity lands in the large band (9,724 participants).

Published 5500 schedule card

Filing strip 516049409 · Building Trades United Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Building Trades United Pension Trust Fund Milwaukee and Vicinity · $3.0B · 9,724 · 100th

  • EBSA $3.0B
  • EBSA 9,724
  • EBSA 100th
  • EBSA Defined Benefit (Pension)
  • EBSA near Verizon Management Pension Plan
  • EBSA ind #9898

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 →

Building Trades United Pension Trust Fund Milwaukee and Vicinity in the asset neighbourhood

Northwest Carpenters Retirement PlanNorthwest Carpenters Retirem…$3.0BBuilding Trades United Pension Trust Fund Milwaukee and VicinityBuilding Trades United Pensi…$3.0BVerizon Management Pension PlanVerizon Management Pension P…$2.9BM&t Bank Corporation Pension PlanM&t Bank Corporation Pension…$2.9BGeneral Dynamics Retirement Plan (Government)General Dynamics Retirement …$2.9B
End-of-year total assets ($B) among Building Trades United Pension Trust Fund Milwaukee and Vicinity and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$2.9B
Net Income-$32M
Employer EIN516049409
Plan Effective Date1959-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Building Trades United Pension Trust Fund)

Sponsor-wide plan assets over time

All Building Trades United Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 19.634365087522195% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.95B $3.53B ▲ +19.7%
Year Plans Participants Total Assets
2022 1 9,724 $3.0B
2023 1 9,960 $3.3B
2024 1 10,236 $3.5B

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Building Trades United Pension Trust Fund Milwaukee and Vicinity vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 1.522.533.5 Total assets ($B) Participants Building Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement PlanJohnson Controls Pension Plan, Total assets ($B): 1.652226383 · Participants: 28Johnson Controls Pension Plan
Building Trades United Pension Trust Fund Milwaukee and Vicinity vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Scale composition for Building Trades United Pension Trust Fund Milwaukee and Vicinity

Building Trades United Pension Trust Fund Milwaukee and Vicinity reports $3.0B in end-of-year assets across 9,724 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $303,577 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$32M.

This plan identity (EIN 516049409, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+19.6%) while covered participants moved from 9,724 to 10,236 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,724 $3.0B This page
2023 9,960 $3.3B Open filing
2024 · index core 10,236 $3.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Building Trades United Pension Trust Fund Milwaukee and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Verizon Management Pension Plan in NJ ($2.9B); by covered participants it is Ufcw-Giant Variable Annuity Fund in MD (9,713 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,724 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 Building Trades United Pension Trust Fund Milwaukee and Vicinity assets move in 2022?
Building Trades United Pension Trust Fund Milwaukee and Vicinity edged down modestly - down 1.3% during 2022, from $3.0B to $3.0B. Reported net income was -$32M.
How have Building Trades United Pension Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Building Trades United Pension Trust Fund's sponsor-wide assets grew 19.6%, from $3.0B to $3.5B.
Where does Building Trades United Pension Trust Fund Milwaukee and Vicinity rank by assets among Form 5500 filers?
Building Trades United Pension Trust Fund Milwaukee and Vicinity ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Building Trades United Pension Trust Fund Milwaukee and Vicinity?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Verizon Management Pension Plan in NJ ($2.9B, 12,977 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Building Trades United Pension Trust Fund Milwaukee and Vicinity?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw-Giant Variable Annuity Fund in MD (9,713 participants, $29M in assets).