401(k) · DOL Form 5500 · 2023

Board of Trustees 401(k) Plan

Data updated 2026-08-25

$429M
Total assets Above avg plan size
1,896
Participants Near avg headcount
97th
Percentile by assets National rank
$226,163
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,729
in Construction (9,030 peers)
+14.6%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's outsized position by total assets

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs every filed plan by assets

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

$428,804,991 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

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan'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. Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan lands in the large band (1,896 participants).

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 →

EBSA filing schedule strip

Filing strip 391511099 · Board of Trustees PY 2023 · 401(k)

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · $429M · 1,896 · 97th

  • EBSA $429M
  • PART 1,896
  • TYPE 97th
  • NET 401(k)
  • BOOK near Emerging Markets Employees' Savings Plan
  • VS-ST ind #8729

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 →

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in the asset neighbourhood

Dominion Energy Hourly Savings PlanDominion Energy Hourly Savin…$430MVitas Healthcare Corporation 401(k) PlanVitas Healthcare Corporation…$429MArm, Inc. 401(k) Savings Plan$429MEmerging Markets Employees' Savings PlanEmerging Markets Employees' …$429MPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanPlumbers and Steamfitters Lo…$429M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$477M 27.391185734380073% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $374M $477M ▲ +27.4%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.428804991 · Participants: 1896Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
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
Compare Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Emerging Markets Employees' Savings Plan in MI ($429M); by covered participants it is Morton Salt 401(k) Savings Plan in IL (1,896 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($429M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,896 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 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).
Which 401(k) plans cover a similar participant headcount 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 covered participants is Morton Salt 401(k) Savings Plan in IL (1,896 participants, $336M 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 391511099.

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.