Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Pension Plan

Data updated 2026-08-11

$244M
Total assets: 1,427
Participants: 95th
Percentile by assets: $170,959
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$244M
total plan assets (2023 EOY): 1,427
covered participants: 95th
percentile by assets (of 127,072 plans): $170,959
avg assets per participant

Where Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin sits 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

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 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 →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reports 1,427 participants - 2.5x that state average ($244M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$244M
Net Income	$29M
Employer EIN	390542913
Plan Effective Date	1966-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees)

Total plan assets by year, all Board of Trustees plans on file

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

The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
Harley-Davidson Retirement Plan $1.9B · 1,560
Rockwell Automation Pension Plan $1.8B · 2,136

Compare Defined Benefit Pension Plan of the Plum… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin by total assets, not by location.

U.a. Local No. 447 Pension Fund (CA) $244M · 899
Schlage Lock Company LLC Pension Plan (IN) $244M · 1,360
Northern California Tile Industry Defined Benefit Pension Plan (CA) $244M · 1,459
West Mi Plumbers Fitters & Service Trades Local Union No 174 Pension Plan (MI) $244M · 671

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).

Next read for Defined Benefit Pension Plan of the Plum…

Filing takeaways

Ways to act on Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's numbers.

By total assets, Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Board of Trustees's sponsor-wide assets have grown 27.1% 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 390542913.