401(k) · DOL Form 5500 · 2023

Steamfitters Local 439 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
135
Participants Small participant base
82nd
Percentile by assets National rank
$280,966
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steamfitters Local 439 Supplemental Retirement Trust · Sponsored by Steamfitters Local 439 · Illinois · Construction

$38M in assets, 135 participants

Steamfitters Local 439's Steamfitters Local 439 Supplemental Retirement Trust reported $38M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,280 in Construction (9,030 peers)

Coverage in Illinois

Steamfitters Local 439 Supplemental Retirement Trust covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $38M.

#7,280
in Construction (9,030 peers)
+20.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Steamfitters Local 439 Supplemental Retirement Trust's outsized position by total assets

Steamfitters Local 439 Supplemental Retirement Trust vs every filed plan by assets

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

$37,930,442 Top 18% higher than 82% 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

Steamfitters Local 439 Supplemental Retirement Trust 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. Steamfitters Local 439 Supplemental Retirement Trust sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steamfitters Local 439 Supplemental Retirement Trust reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Steamfitters Local 439 Supplemental Retirement Trust end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Steamfitters Local 439 Supplemental Retirement Trust reported participants rose from 115 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371186815 · Steamfitters Local 439 PY 2023 · 401(k)

Steamfitters Local 439 Supplemental Retirement Trust · $38M · 135 · 82nd

  • ASSETS $38M
  • PCT 135
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near North American Properties LLC Retirement Savings Plan
  • IND ind #7280

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 →

Steamfitters Local 439 Supplemental Retirement Trust in the asset neighbourhood

Acton Medical Associates, P.C. 401(k) Profit Sharing PlanActon Medical Associates, P.…$38MSteamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439 Suppl…$38MNorth American Properties LLC Retirement Savings PlanNorth American Properties LL…$38MBrown-Forman Corporation Savings Plan for Collectively Bargained EmployeesBrown-Forman Corporation Sav…$38MKayem Foods Employees 401(k) PlanKayem Foods Employees 401(k)…$38M
End-of-year total assets ($M) among Steamfitters Local 439 Supplemental Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN371186815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steamfitters Local 439)

Sponsor-wide plan assets over time

All Steamfitters Local 439 plans reported in each filing year

Latest sponsor-wide plan assets
$96M 31.637849371121668% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 230 $73M
2023 2 261 $85M
2024 2 265 $96M

Nearby 401(k) Plans in Illinois

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

Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Steamfitters Local 439 Supplemental Retirement Trust, Total assets ($B): 0.037930442 · Participants: 135Steamfitters Local 439 Supplemental Retirement TrustAccenture 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
Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Steamfitters Local 439 Supplemental Retirement Trust side-by-side with 3 peers →

Steamfitters Local 439 Supplemental Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is North American Properties LLC Retirement Savings Plan in OH ($38M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Steamfitters Local 439 Supplemental Retirement Trust assets move in 2023? ▼
Steamfitters Local 439 Supplemental Retirement Trust grew sharply - up 20.2% during 2023, from $32M to $38M. Reported net income was $6M.
How have Steamfitters Local 439 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamfitters Local 439's sponsor-wide assets grew 31.6%, from $73M to $96M.
Where does Steamfitters Local 439 Supplemental Retirement Trust rank by assets among Form 5500 filers? ▼
Steamfitters Local 439 Supplemental Retirement Trust ranks in the 82nd 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 Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is North American Properties LLC Retirement Savings Plan in OH ($38M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 371186815.

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.