401(k) · DOL Form 5500 · 2022

Trustees of the Upper Peninsula Plumbers and Pipefitters Defined 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
430
Participants Below avg headcount
77th
Percentile by assets National rank
$46,464
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · Sponsored by Trustees of the Upper Peninsula Plumbers and Pipefitters Defined · Wisconsin · Construction

$20M in assets, 430 participants

Trustees of the Upper Peninsula Plumbers and Pipefitters Defined's Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported $20M in total assets and 430 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,605 in Construction (9,927 peers)

Where Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits by assets

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits in the top quartile of all filed plans by assets, $20M for 430 participants (~$46,464/participant), up 14.6% in 2022.

#7,605
in Construction (9,927 peers)
+14.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's outsized position by total assets

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan vs every filed plan by assets

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

$19,979,507 Top 23% higher than 77% 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

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits mid-pack in the medium band (430 participants).

Published 5500 schedule card

Filing strip 383296005 · Trustees of the Upper Peninsula Plumbers and Pipefitters Defined PY 2022 · 401(k)

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · $20M · 430 · 77th

  • BOOK $20M
  • VS-ST 430
  • BOY 77th
  • SCH 401(k)
  • EBSA near Chas Roberts Air Conditioning, Inc. 401(k) Plan
  • PART ind #7605

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 →

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan in the asset neighbourhood

Upper Peninsula Plumbers Pipefitters Defined Contribution PlanUpper Peninsula Plumbers Pip…$20MChas Roberts Air Conditioning, Inc. 401(k) PlanChas Roberts Air Conditionin…$20MOneworld 401(k) Plan$20MBig Gain, Inc. 401(k) Profit Sharing PlanBig Gain, Inc. 401(k) Profit…$20MHallkeen Management, Inc. 401(k) Retirement PlanHallkeen Management, Inc. 40…$20M
End-of-year total assets ($M) among Upper Peninsula Plumbers Pipefitters Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN383296005
Plan Effective Date1996-05-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Upper Peninsula Plumbers and Pipefitters Defined)

Sponsor-wide plan assets over time

All Trustees of the Upper Peninsula Plumbers and Pipefitters Defined plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.02240280503418% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $25.8M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 430 $20M
2023 1 280 $24M
2024 1 463 $26M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Upper Peninsula Plumbers Pipefitters Defined Contribution Plan, Total assets ($B): 0.019979507 · Participants: 430Upper Peninsula Plumbers Pipefitters Defined Contribution PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ ($20M); by covered participants it is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Upper Peninsula Plumbers Pipefitters Defined Contribution Plan assets move in 2022?
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan grew at a solid clip - up 14.6% during 2022, from $17M to $20M. Reported net income was $3M.
How have Trustees of the Upper Peninsula Plumbers and Pipefitters Defined plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the Upper Peninsula Plumbers and Pipefitters Defined's sponsor-wide assets grew 29.0%, from $20M to $26M.
Where does Upper Peninsula Plumbers Pipefitters Defined Contribution Plan rank by assets among Form 5500 filers?
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upper Peninsula Plumbers Pipefitters Defined Contribution Plan?
Among 401(k) plans in other states, the closest by assets is Chas Roberts Air Conditioning, Inc. 401(k) Plan in AZ ($20M, 644 participants).
Which 401(k) plans cover a similar participant headcount to Upper Peninsula Plumbers Pipefitters Defined Contribution Plan?
Among 401(k) plans in other states, the closest by covered participants is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants, $50M in assets).