401(k) · DOL Form 5500 · 2023

Plumb Supply Company 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
380
Participants Below avg headcount
85th
Percentile by assets National rank
$127,275
Avg per participant Near avg balance/head
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Official DOL plan name: Plumb Supply Company 401(k) Profit Sharing Plan · Sponsored by Plumb Supply Company · Iowa · Wholesale Trade

$48M in assets, 380 participants

Plumb Supply Company's Plumb Supply Company 401(k) Profit Sharing Plan reported $48M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,447 in Wholesale Trade (6,309 peers)

Where Plumb Supply Company 401(k) Profit Sharing Plan sits by assets

Plumb Supply Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 380 participants (~$127,275/participant), up 20.4% in 2023.

#5,447
in Wholesale Trade (6,309 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Plumb Supply Company 401(k) Profit Sharing Plan's outsized position by total assets

Plumb Supply Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$48,364,340 Top 15% higher than 85% 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

Plumb Supply Company 401(k) Profit Sharing Plan 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. Plumb Supply Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumb Supply Company 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Plumb Supply Company 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Plumb Supply Company 401(k) Profit Sharing Plan reported participants rose from 357 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205528317 · Plumb Supply Company PY 2023 · 401(k)

Plumb Supply Company 401(k) Profit Sharing Plan · $48M · 380 · 85th

  • SCH $48M
  • EBSA 380
  • PART 85th
  • TYPE 401(k)
  • NET near New Venture Fund 401(k) Profit Sharing Plan
  • BOOK ind #5447

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 Wholesale Trade retirement plans → · Plans in Iowa →

Plumb Supply Company 401(k) Profit Sharing Plan in the asset neighbourhood

Smartbank 401(k) Retirement PlanSmartbank 401(k) Retirement …$48MPlumb Supply Company 401(k) Profit Sharing PlanPlumb Supply Company 401(k) …$48MNew Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$48MEis 401(k) Plan$48MBoston Celtics 401(k) Savings and Retirement PlanBoston Celtics 401(k) Saving…$48M
End-of-year total assets ($M) among Plumb Supply Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN205528317
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumb Supply Company)

Sponsor-wide plan assets over time

All Plumb Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$54M 35.615608087796794% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.2M $54.5M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 357 $40M
2023 1 380 $48M
2024 1 390 $54M

Nearby 401(k) Plans in Iowa

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

Plumb Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Plumb Supply Company 401(k) Profit Sharing Plan, Total assets ($B): 0.04836434 · Participants: 380Plumb Supply Company 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Plumb Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Plumb Supply Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Plumb Supply Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is New Venture Fund 401(k) Profit Sharing Plan in DC ($48M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Plumb Supply Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Plumb Supply Company 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2023, from $40M to $48M. Reported net income was $8M.
How have Plumb Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumb Supply Company's sponsor-wide assets grew 35.6%, from $40M to $54M.
Where does Plumb Supply Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Plumb Supply Company 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Plumb Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Venture Fund 401(k) Profit Sharing Plan in DC ($48M, 712 participants).
Which 401(k) plans cover a similar participant headcount to Plumb Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 205528317.

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.