401(k) · DOL Form 5500 · 2023
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 4,003
- Participants Above avg headcount
- 79th
- Percentile by assets National rank
- $7,586
- Avg per participant Low balance/head
Official DOL plan name: U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas · Sponsored by U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T · Texas · Construction
$30M in assets, 4,003 participants
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T's U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported $30M in total assets and 4,003 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,022 in Construction (9,030 peers)
Coverage in Texas
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas covers 4,003 participants in Texas, 5.8x the typical Texas plan (state average ~688 per filing). Assets: $30M.
- #7,022
- in Construction (9,030 peers)
- +21.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's outsized position by total assets
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,368,618 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas lands in the large band (4,003 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported participants fell from 4,043 in the plan year 2022 filing to 4,003 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 311524293 · U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T PY 2023 · 401(k)
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas · $30M · 4,003 · 79th
- SCH $30M
- EBSA 4,003
- PART 79th
- TYPE 401(k)
- NET near Sunmed LLC 401(k) Plan
- BOOK ind #7022
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 Texas →
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 311524293 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T)
Sponsor-wide plan assets over time
All U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 49.779011551343025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,043 | $25M |
| 2023 | 1 | 4,003 | $30M |
| 2024 | 1 | 4,498 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sunmed LLC 401(k) Plan in MI ($30M); by covered participants it is Autokiniton Retirement Savings Plan in MI (4,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Sunmed LLC 401(k) Plan (MI) $30M · 393
- Priority Technology Holdings, Inc. 401(k) Plan (GA) $30M · 477
- Together Women's Health 401(k) Plan (MI) $30M · 281
- Crowne Management, LLC 401(k) and Profit Sharing Plan (AL) $30M · 1,930
Similar participant headcount
Nearest other-state filings by covered participants (4,003 participants); asset peers above are excluded.
- Autokiniton Retirement Savings Plan (MI) 4,004 · 1 off
- Doherty Group, Inc. 401(k) and Retirement Savings Plan (NJ) 4,004 · 1 off
- United Benefits Consulting, Inc. Retirement Savings Plan (UT) 4,002 · 1 off
- Walsh Group Employees Profit Sharing Plan (IL) 4,002 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.