401(k) · DOL Form 5500 · 2023

Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
242
Participants Below avg headcount
63rd
Percentile by assets National rank
$51,931
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Pipefitters Local 99 401(k) Fund · Sponsored by Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund · Illinois · Construction

$13M in assets, 242 participants

Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund's Plumbers and Pipefitters Local 99 401(k) Fund reported $13M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,599 in Construction (9,030 peers)

Coverage in Illinois

Plumbers and Pipefitters Local 99 401(k) Fund covers 242 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#5,599
in Construction (9,030 peers)
+34.1%
assets growth YoY

Plumbers and Pipefitters Local 99 401(k) Fund's mid-pack asset rank among Construction and all filers

Plumbers and Pipefitters Local 99 401(k) Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,567,407 Top 37% higher than 63% of 127,068 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 2023

Plumbers and Pipefitters Local 99 401(k) Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers and Pipefitters Local 99 401(k) Fund sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Pipefitters Local 99 401(k) Fund reported net income rose from -$451K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumbers and Pipefitters Local 99 401(k) Fund end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Plumbers and Pipefitters Local 99 401(k) Fund reported participants fell from 264 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364472995 · Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund PY 2023 · 401(k)

Plumbers and Pipefitters Local 99 401(k) Fund · $13M · 242 · 63rd

  • EOY $13M
  • 5500 242
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Ehob Corporation 401(k) Plan
  • RANK ind #5599

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 Illinois →

Plumbers and Pipefitters Local 99 401(k) Fund in the asset neighbourhood

Plumbers and Pipefitters Local 99 401(k) FundPlumbers and Pipefitters Loc…$13MEhob Corporation 401(k) Plan$13MFern Exposition Services, LLC 401(k) PlanFern Exposition Services, LL…$13MPtm Corporation 401(k) Profit Sharing Plan & TrustPtm Corporation 401(k) Profi…$13MThe Dorel Juvenile Group, Inc. Thrift and Savings Plan for Columbus Bargaining Unit EmployeesThe Dorel Juvenile Group, In…$13M
End-of-year total assets ($M) among Plumbers and Pipefitters Local 99 401(k) Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN364472995
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund plans reported in each filing year

Latest sponsor-wide plan assets
$16M 71.50862484304376% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.37M $16.1M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 264 $9M
2023 1 242 $13M
2024 1 254 $16M

Nearby 401(k) Plans in Illinois

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

Plumbers and Pipefitters Local 99 401(k) Fund vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Plumbers and Pipefitters Local 99 401(k) Fund, Total assets ($B): 0.012567407 · Participants: 242Plumbers and Pipefitters Local 99 401(k) FundAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Plumbers and Pipefitters Local 99 401(k) Fund vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Plumbers and Pipefitters Local 99 401(k) Fund side-by-side with 3 peers →

Plumbers and Pipefitters Local 99 401(k) Fund's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ehob Corporation 401(k) Plan in IN ($13M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plumbers and Pipefitters Local 99 401(k) Fund assets move in 2023? ▼
Plumbers and Pipefitters Local 99 401(k) Fund surged - up 34.1% during 2023, from $9M to $13M. Reported net income was $3M.
How have Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Plumbers and Pipefitters Local 99 401(k) Fund's sponsor-wide assets grew 71.5%, from $9M to $16M.
Which 401(k) plans are similar in size to Plumbers and Pipefitters Local 99 401(k) Fund? ▼
Among 401(k) plans in other states, the closest by assets is Ehob Corporation 401(k) Plan in IN ($13M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Plumbers and Pipefitters Local 99 401(k) Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364472995.

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.