Money Purchase · DOL Form 5500 · 2022

Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund Money Purchase Plan

Data updated 2026-08-06

$144M
Total assets
2,563
Participants
94th
Percentile by assets
$56,170
Avg per participant
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Official DOL plan name: Plumbers and Steamfitters Local 440 Defined Contribution Plan · Sponsored by Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund · Indiana · Construction

$144M in assets, 2,563 participants

Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's Plumbers and Steamfitters Local 440 Defined Contribution Plan reported $144M in total assets and 2,563 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,258 plans)
  • #9,281 in Construction (9,938 peers)

Coverage in Indiana

Plumbers and Steamfitters Local 440 Defined Contribution Plan covers 2,563 participants in Indiana, 4.6x the typical Indiana plan (state average ~555 per filing). Assets: $144M.

$144M
total plan assets (2022 EOY)
2,563
covered participants
94th
percentile by assets (of 139,258 plans)
$56,170
avg assets per participant
State
Industry

Participants vs Indiana filers

In Indiana, the average filing covers about 555 participants across 2,178 plans. Plumbers and Steamfitters Local 440 Defined Contribution Plan reports 2,563 participants - 4.6x that state average ($144M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$144M
Net Income$2M
Employer EIN352078254
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund)

$120M$140M$160M$180M$200M$220M 202220232024 $144M $198M ▲ +37.6%
Total plan assets by year, all Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund plans on file
Year Plans Participants Total Assets
2022 1 2,563 $144M
2023 1 2,898 $173M
2024 1 2,945 $198M

Nearby Money Purchase Plans in Indiana

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

Plumbers and Steamfitters Local 440 Defined Contribution Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

Plumbers and Steamfitters Local 440 Defined Contribution Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0100200300400 Total assets ($M) Participants Plumbers and Steamfi…IBEW & Electrical In…Rose-Hulman Institut…IBEW Local 531 & NEC…International Brothe…Ncaa Retirement Plan
Plumbers and Steamfitters Local 440 Defined Contribution Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers and Steamfitters Local 440 Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Plumbers and Steamfitters Local 440 Defined Contribution Plan assets move in 2022?
Plumbers and Steamfitters Local 440 Defined Contribution Plan edged up modestly - up 1.7% during 2022, from $142M to $144M. Reported net income was $2M.
How have Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's sponsor-wide assets grew 37.6%, from $144M to $198M.
Where does Plumbers and Steamfitters Local 440 Defined Contribution Plan rank by assets among Form 5500 filers?
Plumbers and Steamfitters Local 440 Defined Contribution Plan ranks in the 94th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers and Steamfitters Local 440 Defined Contribution Plan?
Among Money Purchase plans in other states, the closest by assets is Massachusetts Mutual Life Insurance Company Agent Pension Plan in MA ($144M, 557 participants).

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Filing takeaways

Ways to act on Plumbers and Steamfitters Local 440 Defined Contribution Plan's numbers.

  • By total assets, Plumbers and Steamfitters Local 440 Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
  • Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Construction plans