Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Pension Plan

Data updated 2026-08-25

$244M
Total assets Near avg plan size
1,427
Participants Near avg headcount
95th
Percentile by assets National rank
$170,959
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin · Sponsored by Board of Trustees · Wisconsin · Construction

$244M in assets, 1,427 participants

Board of Trustees's Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported $244M in total assets and 1,427 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,547 in Construction (9,030 peers)

Coverage in Wisconsin

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin covers 1,427 participants in Wisconsin, 2.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $244M.

#8,547
in Construction (9,030 peers)
+13.4%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's outsized position by total assets

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs every filed plan by assets

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

$243,958,845 Top 5% higher than 95% 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

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin'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. Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin lands in the large band (1,427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported net income rose from -$21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin end-of-year assets rose from $215M in the plan year 2022 filing to $244M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported participants rose from 1,308 in the plan year 2022 filing to 1,427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390542913 · Board of Trustees PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin · $244M · 1,427 · 95th

  • ASSETS $244M
  • ASSETS 1,427
  • ASSETS 95th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near U.a. Local No. 447 Pension Fund
  • ASSETS ind #8547

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 Wisconsin →

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in the asset neighbourhood

West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension PlanWest Mi Plumbers Fitters & S…$244MNorthern California Tile Industry Defined Benefit Pension PlanNorthern California Tile Ind…$244MSchlage Lock Company LLC Pension PlanSchlage Lock Company LLC Pen…$244MDefined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinDefined Benefit Pension Plan…$244MU.a. Local No. 447 Pension FundU.a. Local No. 447 Pension F…$244M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$244M
Net Income$29M
Employer EIN390542913
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$273M 27.08460864196418% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $215M $273M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 1,308 $215M
2023 1 1,427 $244M
2024 1 1,484 $273M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin, Total assets ($B): 0.243958845 · Participants: 1427Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin side-by-side with 3 peers →

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is U.a. Local No. 447 Pension Fund in CA ($244M); by covered participants it is Oregon Processors Seasonal Employees Pension Plan in OR (1,428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,427 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 Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin assets move in 2023? ▼
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin grew at a solid clip - up 13.4% during 2023, from $215M to $244M. Reported net income was $29M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 27.1%, from $215M to $273M.
Where does Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is U.a. Local No. 447 Pension Fund in CA ($244M, 899 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oregon Processors Seasonal Employees Pension Plan in OR (1,428 participants, $9M 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 390542913.

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.