401(k) · DOL Form 5500 · 2023

Board of Trustees 401(k) Plan

Data updated 2026-08-11

$429M
Total assets
1,896
Participants
97th
Percentile by assets
$226,163
Avg per participant
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Official DOL plan name: Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · Sponsored by Board of Trustees · Wisconsin · Construction

$429M in assets, 1,896 participants

Board of Trustees's Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported $429M in total assets and 1,896 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)
  • #8,729 in Construction (9,030 peers)

Coverage in Wisconsin

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan covers 1,896 participants in Wisconsin, 3.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $429M.

$429M
total plan assets (2023 EOY)
1,896
covered participants
97th
percentile by assets (of 127,072 plans)
$226,163
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported net income rose from -$53M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan end-of-year assets rose from $374M in the plan year 2022 filing to $429M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported participants rose from 1,715 in the plan year 2022 filing to 1,896 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reports 1,896 participants - 3.4x that state average ($429M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$374M
Net Assets (End of Year)$429M
Net Income$55M
Employer EIN391511099
Plan Effective Date1966-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

$350M$400M$450M$500M 202220232024 $374M $477M ▲ +27.4%
Total plan assets by year, all Board of Trustees plans on file
Year Plans Participants Total Assets
2022 1 1,715 $374M
2023 1 1,896 $429M
2024 1 2,013 $477M

Nearby 401(k) Plans in Wisconsin

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

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Plumbers and Steamfi…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan assets move in 2023?
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan grew at a solid clip - up 14.6% during 2023, from $374M to $429M. Reported net income was $55M.
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 27.4%, from $374M to $477M.
Where does Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan rank by assets among Form 5500 filers?
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan 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 Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Emerging Markets Employees' Savings Plan in MI ($429M, 3,088 participants).

Next read for Plumbers and Steamfitters Local 400 and …

Filing takeaways

Ways to act on Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's numbers.

  • By total assets, Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan 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 Wisconsin. Compare plans
  • Board of Trustees's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Construction plans