Money Purchase · DOL Form 5500 · 2023

Steamfitters Industry Welfare Fund Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
33
Participants Small participant base
69th
Percentile by assets National rank
$493,369
Avg per participant High balance/head
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Official DOL plan name: The Steamfitters Industry Fund Office Money Purchase Pension Plan · Sponsored by Steamfitters Industry Welfare Fund Board of Trustees · New York · Finance & Insurance

$16M in assets, 33 participants

Steamfitters Industry Welfare Fund Board of Trustees's The Steamfitters Industry Fund Office Money Purchase Pension Plan reported $16M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,826 in Finance & Insurance (8,869 peers)

Steamfitters Industry Welfare Fund Board of Trustees multi-year trail

Steamfitters Industry Welfare Fund Board of Trustees's plans moved +37.2% in assets from 2022 to 2024; this filing shows The Steamfitters Industry Fund Office Money Purchase Pension Plan at $16M / 33 participants.

#4,826
in Finance & Insurance (8,869 peers)
+18.6%
assets growth YoY

The Steamfitters Industry Fund Office Money Purchase Pension Plan's outsized position by total assets

The Steamfitters Industry Fund Office Money Purchase Pension Plan vs every filed plan by assets

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

$16,281,171 Top 31% higher than 69% 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

The Steamfitters Industry Fund Office Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Steamfitters Industry Fund Office Money Purchase Pension Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Steamfitters Industry Fund Office Money Purchase Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Steamfitters Industry Fund Office Money Purchase Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Steamfitters Industry Fund Office Money Purchase Pension Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131545680 · Steamfitters Industry Welfare Fund Board of Trustees PY 2023 · Money Purchase

The Steamfitters Industry Fund Office Money Purchase Pension Plan · $16M · 33 · 69th

  • PART $16M
  • PART 33
  • PART 69th
  • PART Money Purchase
  • PART near Stage Employees Local No 18 Retirement Plan
  • PART ind #4826

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 Finance & Insurance retirement plans → · Plans in New York →

The Steamfitters Industry Fund Office Money Purchase Pension Plan in the asset neighbourhood

Refinery Terminal Fire Company Money Purchase Pension PlanRefinery Terminal Fire Compa…$16MThe Steamfitters Industry Fund Office Money Purchase Pension PlanThe Steamfitters Industry Fu…$16MStage Employees Local No 18 Retirement PlanStage Employees Local No 18 …$16MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$16MClarion Healthcare System, Inc. Pension PlanClarion Healthcare System, I…$16M
End-of-year total assets ($M) among The Steamfitters Industry Fund Office Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Steamfitters Industry Welfare Fund Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Steamfitters Industry Welfare Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.179137650583584% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.8M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 35 $14M
2023 1 33 $16M
2024 1 31 $19M

Steamfitters Industry Welfare Fund Board of Trustees filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN131545680
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Steamfitters Industry Fund Office Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Steamfitters Industry Fund Office Money Purchase Pension Plan, Total assets ($B): 0.016281171 · Participants: 33The Steamfitters Industry Fund Office Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
The Steamfitters Industry Fund Office Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Steamfitters Industry Fund Office Money Purchase Pension Plan side-by-side with 3 peers →

The Steamfitters Industry Fund Office Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Stage Employees Local No 18 Retirement Plan in WI ($16M); by covered participants it is U.S. Trackworks, LLC Money Purchase Pension Plan in MI (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 The Steamfitters Industry Fund Office Money Purchase Pension Plan assets move in 2023? ▼
The Steamfitters Industry Fund Office Money Purchase Pension Plan grew sharply - up 18.6% during 2023, from $14M to $16M. Reported net income was $3M.
How have Steamfitters Industry Welfare Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamfitters Industry Welfare Fund Board of Trustees's sponsor-wide assets grew 37.2%, from $14M to $19M.
Which Money Purchase plans are similar in size to The Steamfitters Industry Fund Office Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Stage Employees Local No 18 Retirement Plan in WI ($16M, 451 participants).
Which Money Purchase plans cover a similar participant headcount to The Steamfitters Industry Fund Office Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is U.S. Trackworks, LLC Money Purchase Pension Plan in MI (33 participants, $2M 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 131545680.

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.