401(k) · DOL Form 5500 · 2023

Board of Trustees, Steamfitters Local #449 Retirement Security Fund 401(k) Plan

Data updated 2026-08-11

$370M
Total assets: 3,693
Participants: 97th
Percentile by assets: $100,070
Avg per participant

Official DOL plan name: Steamfitters Local 449 Retirement Security Fund · Sponsored by Board of Trustees, Steamfitters Local #449 Retirement Security Fund · Pennsylvania · Construction

$370M in assets, 3,693 participants

Board of Trustees, Steamfitters Local #449 Retirement Security Fund's Steamfitters Local 449 Retirement Security Fund reported $370M in total assets and 3,693 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,682 in Construction (9,030 peers)

Coverage in Pennsylvania

Steamfitters Local 449 Retirement Security Fund covers 3,693 participants in Pennsylvania, 4.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $370M.

$370M
total plan assets (2023 EOY): 3,693
covered participants: 97th
percentile by assets (of 127,072 plans): $100,070
avg assets per participant

Where Steamfitters Local 449 Retirement Security Fund sits by total assets

Steamfitters Local 449 Retirement Security Fund vs every filed plan by assets

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

$369,557,339 Top 3% higher than 97% 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

Steamfitters Local 449 Retirement Security Fund reported net income rose from -$78M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Steamfitters Local 449 Retirement Security Fund end-of-year assets rose from $333M in the plan year 2022 filing to $370M in the plan year 2023 filing.
Steamfitters Local 449 Retirement Security Fund reported participants fell from 4,101 in the plan year 2022 filing to 3,693 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Construction

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Steamfitters Local 449 Retirement Security Fund reports 3,693 participants - 4.5x that state average ($370M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$333M
Net Assets (End of Year)	$370M
Net Income	$36M
Employer EIN	256135334
Plan Effective Date	1967-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Steamfitters Local #449 Retirement Security Fund)

Total plan assets by year, all Board of Trustees, Steamfitters Local #449 Retirement Security Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	4,101	$333M
2023	1	3,693	$370M
2024	1	3,508	$402M

Nearby 401(k) Plans in Pennsylvania

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

Steamfitters Local 449 Retirement Security Fund vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Steamfitters Local 449 Retirement Securi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Steamfitters Local 449 Retirement Security Fund by total assets, not by location.

Questco Companies Retirement Plan (TX) $370M · 10,622
Awc, Inc. Employees' Savings Plan (LA) $370M · 624
Davenport & Company LLC Profit Sharing Plan (VA) $370M · 473
Cotiviti Savings Plan (UT) $369M · 4,608

Frequently Asked Questions

How did Steamfitters Local 449 Retirement Security Fund assets move in 2023? ▼

Steamfitters Local 449 Retirement Security Fund grew at a solid clip - up 10.8% during 2023, from $333M to $370M. Reported net income was $36M.

How have Board of Trustees, Steamfitters Local #449 Retirement Security Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Steamfitters Local #449 Retirement Security Fund's sponsor-wide assets grew 20.7%, from $333M to $402M.

Where does Steamfitters Local 449 Retirement Security Fund rank by assets among Form 5500 filers? ▼

Steamfitters Local 449 Retirement Security Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Steamfitters Local 449 Retirement Security Fund? ▼

Among 401(k) plans in other states, the closest by assets is Questco Companies Retirement Plan in TX ($370M, 10,622 participants).

Next read for Steamfitters Local 449 Retirement Securi…

Filing takeaways

Ways to act on Steamfitters Local 449 Retirement Security Fund's numbers.

By total assets, Steamfitters Local 449 Retirement Security Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Board of Trustees, Steamfitters Local #449 Retirement Security Fund's sponsor-wide assets have grown 20.7% since 2022 across 3 plan years on file. More Construction plans

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 256135334.