401(k)
2023 plan-year 401(k) DOL Form 5500

Steamfitters Local Union No. 420 Srp

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bd of Tees of Steamfitters Lu No 420 Srp · Pennsylvania · Construction

What the 2023 filing shows

Steamfitters Local Union No. 420 Srp holds $671M for 6,295 participants — about $106,602 per participant, up 14.4% over the 2023 plan year.

$671M
total plan assets (2023 EOY)
6,295
covered participants
$106,602
avg assets per participant
+14.4%
assets growth YoY
Total Assets (2023)
$671M
Participants
6,295
State
Industry
Construction

What the Filing Says About Steamfitters Local Union No. 420 Srp

Steamfitters Local Union No. 420 Srp is a 401(k) retirement plan sponsored by Bd of Tees of Steamfitters Lu No 420 Srp, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $671M in total end-of-year assets and covers 6,295 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 232495379, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $587M at the beginning of 2023 to $671M at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $671M, with reported net income of $84M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$587M
Total Assets (End of Year)$671M
Net Assets (End of Year)$671M
Net Income$84M
Plan Type401(k)
Employer EIN232495379
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Tees of Steamfitters Lu No 420 Srp)

Year Plans Participants Total Assets
2022 1 6,353 $587M
2023 1 6,295 $671M
2024 1 6,716 $728M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the Steamfitters Local Union No. 420 Srp?
As of the 2023 Form 5500 filing, Steamfitters Local Union No. 420 Srp holds $671M in total assets with 6,295 participants. It is sponsored by Bd of Tees of Steamfitters Lu No 420 Srp.
What type of plan is Steamfitters Local Union No. 420 Srp?
Steamfitters Local Union No. 420 Srp is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 232495379.
Who sponsors the Steamfitters Local Union No. 420 Srp?
Steamfitters Local Union No. 420 Srp is sponsored by Bd of Tees of Steamfitters Lu No 420 Srp, located in Pennsylvania. The sponsor's EIN is 232495379 and the plan operates in the Construction industry.
How did Steamfitters Local Union No. 420 Srp perform in 2023?
Steamfitters Local Union No. 420 Srp grew by 14.4% during 2023, moving from $587M to $671M in total assets. Net income was $84M.
Where can I find official filings for Steamfitters Local Union No. 420 Srp?
Official Form 5500 filings for Steamfitters Local Union No. 420 Srp are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232495379 or plan name at efast.dol.gov.
How does Steamfitters Local Union No. 420 Srp compare to other plans?
You can compare Steamfitters Local Union No. 420 Srp against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232495379.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.