Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$144M
Total assets Near avg plan size
2,563
Participants Above avg headcount
94th
Percentile by assets National rank
$56,170
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #9,270 in Construction (9,927 peers)

Coverage in Indiana

Plumbers and Steamfitters Local 440 Defined Contribution Plan covers 2,563 participants in Indiana, 4.7x the typical Indiana plan (state average ~541 per filing). Assets: $144M.

#9,270
in Construction (9,927 peers)
+1.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local 440 Defined Contribution Plan's outsized position by total assets

Plumbers and Steamfitters Local 440 Defined Contribution Plan vs every filed plan by assets

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

$143,964,403 Top 6% higher than 94% 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

Plumbers and Steamfitters Local 440 Defined Contribution 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 440 Defined Contribution Plan lands in the large band (2,563 participants).

DOL schedule card

Filing strip 352078254 · Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund PY 2022 · Money Purchase

Plumbers and Steamfitters Local 440 Defined Contribution Plan · $144M · 2,563 · 94th

  • SCH $144M
  • EBSA 2,563
  • PART 94th
  • TYPE Money Purchase
  • NET near Massachusetts Mutual Life Insurance Company Agent Pension Plan
  • BOOK ind #9270

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 Indiana →

Plumbers and Steamfitters Local 440 Defined Contribution Plan in the asset neighbourhood

Sheet Metal Workers Local 91 Annuity PlanSheet Metal Workers Local 91…$146MIBEW Local Union 375 Electricians' Retirement PlanIBEW Local Union 375 Electri…$146MHawaii Annuity Trust Fund for Operating EngineersHawaii Annuity Trust Fund fo…$145MMassachusetts Mutual Life Insurance Company Agent Pension PlanMassachusetts Mutual Life In…$144MPlumbers and Steamfitters Local 440 Defined Contribution PlanPlumbers and Steamfitters Lo…$144M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 440 Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund plans reported in each filing year

Latest sponsor-wide plan assets
$198M 37.64472805128084% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $144M $198M ▲ +37.6%
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 Scatter plot of 6 data points. 050010001500200025003000 0100200300400 Total assets ($M) Participants Plumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension TrustNcaa Retirement Plan, Total assets ($M): 76.162243 · Participants: 512Ncaa Retirement Plan
Plumbers and Steamfitters Local 440 Defined Contribution Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Plumbers and Steamfitters Local 440 Defined Contribution Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local 440 Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Massachusetts Mutual Life Insurance Company Agent Pension Plan in MA ($144M); by covered participants it is Plumbers Union Local No 12 Annuity Plan in MA (2,555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,563 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 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 139,126 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).
Which Money Purchase plans cover a similar participant headcount to Plumbers and Steamfitters Local 440 Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers Union Local No 12 Annuity Plan in MA (2,555 participants, $261M 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 352078254.

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.