401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$370M
Total assets Above avg plan size
3,693
Participants Above avg headcount
97th
Percentile by assets National rank
$100,070
Avg per participant Below avg balance/head
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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.

  • #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.

#8,682
in Construction (9,030 peers)
+10.8%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Steamfitters Local 449 Retirement Security Fund's outsized position 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

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 449 Retirement Security Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steamfitters Local 449 Retirement Security Fund lands in the large band (3,693 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 256135334 · Board of Trustees, Steamfitters Local #449 Retirement Security Fund PY 2023 · 401(k)

Steamfitters Local 449 Retirement Security Fund · $370M · 3,693 · 97th

  • VS-ST $370M
  • VS-ST 3,693
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Questco Companies Retirement Plan
  • VS-ST ind #8682

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 Pennsylvania →

Steamfitters Local 449 Retirement Security Fund in the asset neighbourhood

Davenport & Company LLC Profit Sharing PlanDavenport & Company LLC Prof…$370MAwc, Inc. Employees' Savings PlanAwc, Inc. Employees' Savings…$370MQuestco Companies Retirement PlanQuestco Companies Retirement…$370MSteamfitters Local 449 Retirement Security FundSteamfitters Local 449 Retir…$370MCotiviti Savings Plan$369M
End-of-year total assets ($M) among Steamfitters Local 449 Retirement Security Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$370M
Net Income$36M
Employer EIN256135334
Plan Effective Date1967-06-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, Steamfitters Local #449 Retirement Security Fund plans reported in each filing year

Latest sponsor-wide plan assets
$402M 20.681810319320626% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $333M $402M ▲ +20.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Steamfitters Local 449 Retirement Security Fund, Total assets ($B): 0.369557339 · Participants: 3693Steamfitters Local 449 Retirement Security FundComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Steamfitters Local 449 Retirement Security Fund vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Steamfitters Local 449 Retirement Security Fund side-by-side with 3 peers →

Steamfitters Local 449 Retirement Security Fund's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Questco Companies Retirement Plan in TX ($370M); by covered participants it is Excel Group 401(k) Savings Plan in LA (3,692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,693 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 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).
Which 401(k) plans cover a similar participant headcount to Steamfitters Local 449 Retirement Security Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Excel Group 401(k) Savings Plan in LA (3,692 participants, $49M 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 256135334.

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.