Defined Benefit (Pension) · DOL Form 5500 · 2023

Building Trades United Pension Trust Fund Pension Plan

Data updated 2026-08-25

$3.3B
Total assets Very large vs avg
9,960
Participants Very large workforce
100th
Percentile by assets National rank
$328,025
Avg per participant High balance/head
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Official DOL plan name: Building Trades United Pension Trust Fund Milwaukee and Vicinity · Sponsored by Building Trades United Pension Trust Fund · Wisconsin · Construction

$3.3B in assets, 9,960 participants

Building Trades United Pension Trust Fund's Building Trades United Pension Trust Fund Milwaukee and Vicinity reported $3.3B in total assets and 9,960 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,001 in Construction (9,030 peers)

Coverage in Wisconsin

Building Trades United Pension Trust Fund Milwaukee and Vicinity covers 9,960 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $3.3B.

#9,001
in Construction (9,030 peers)
+10.7%
assets growth YoY
33×
vs typical plan assets (national mean)

Building Trades United Pension Trust Fund Milwaukee and Vicinity's outsized position by total assets

Building Trades United Pension Trust Fund Milwaukee and Vicinity vs every filed plan by assets

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

$3,267,131,995 Highest reported value at or above every one 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

Building Trades United Pension Trust Fund Milwaukee and Vicinity'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. Building Trades United Pension Trust Fund Milwaukee and Vicinity lands in the large band (9,960 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Building Trades United Pension Trust Fund Milwaukee and Vicinity reported net income rose from -$32M in the plan year 2022 filing to $311M in the plan year 2023 filing.
  • Building Trades United Pension Trust Fund Milwaukee and Vicinity end-of-year assets rose from $3.0B in the plan year 2022 filing to $3.3B in the plan year 2023 filing.
  • Building Trades United Pension Trust Fund Milwaukee and Vicinity reported participants rose from 9,724 in the plan year 2022 filing to 9,960 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 516049409 · Building Trades United Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Building Trades United Pension Trust Fund Milwaukee and Vicinity · $3.3B · 9,960 · 100th

  • BOOK $3.3B
  • VS-ST 9,960
  • BOY 100th
  • SCH Defined Benefit (Pension)
  • EBSA near Carpenters Pension Trust Fund of St. Louis
  • PART ind #9001

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 →

Building Trades United Pension Trust Fund Milwaukee and Vicinity in the asset neighbourhood

Northwest Carpenters Retirement PlanNorthwest Carpenters Retirem…$3.3BBuilding Trades United Pension Trust Fund Milwaukee and VicinityBuilding Trades United Pensi…$3.3BCarpenters Pension Trust Fund of St. LouisCarpenters Pension Trust Fun…$3.3BHighmark Retirement Plan$3.3BPinnacle West Capital Corporation Retirement PlanPinnacle West Capital Corpor…$3.3B
End-of-year total assets ($B) among Building Trades United Pension Trust Fund Milwaukee and Vicinity and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$3.3B
Net Income$311M
Employer EIN516049409
Plan Effective Date1959-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Building Trades United Pension Trust Fund)

Sponsor-wide plan assets over time

All Building Trades United Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 19.634365087522195% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.95B $3.53B ▲ +19.7%
Year Plans Participants Total Assets
2022 1 9,724 $3.0B
2023 1 9,960 $3.3B
2024 1 10,236 $3.5B

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Building Trades United Pension Trust Fund Milwaukee and Vicinity vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 1.522.533.5 Total assets ($B) Participants Building Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($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 PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.696009463 · Participants: 5662North Central States Regional Council of Carpenters Pension Fund
Building Trades United Pension Trust Fund Milwaukee and Vicinity vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Building Trades United Pension Trust Fund Milwaukee and Vicinity side-by-side with 3 peers →

Scale composition for Building Trades United Pension Trust Fund Milwaukee and Vicinity

Building Trades United Pension Trust Fund Milwaukee and Vicinity reports $3.3B in end-of-year assets across 9,960 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $328,025 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2023 was $311M.

This plan identity (EIN 516049409, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+19.6%) while covered participants moved from 9,724 to 10,236 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,724 $3.0B Open filing
2023 9,960 $3.3B This page
2024 · index core 10,236 $3.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Building Trades United Pension Trust Fund Milwaukee and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Carpenters Pension Trust Fund of St. Louis in MO ($3.3B); by covered participants it is Michigan Laborers' Pension Plan in MI (9,974 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,960 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 Building Trades United Pension Trust Fund Milwaukee and Vicinity assets move in 2023? ▼
Building Trades United Pension Trust Fund Milwaukee and Vicinity grew at a solid clip - up 10.7% during 2023, from $3.0B to $3.3B. Reported net income was $311M.
How have Building Trades United Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Building Trades United Pension Trust Fund's sponsor-wide assets grew 19.6%, from $3.0B to $3.5B.
Where does Building Trades United Pension Trust Fund Milwaukee and Vicinity rank by assets among Form 5500 filers? ▼
Building Trades United Pension Trust Fund Milwaukee and Vicinity ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Building Trades United Pension Trust Fund Milwaukee and Vicinity? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters Pension Trust Fund of St. Louis in MO ($3.3B, 11,420 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Building Trades United Pension Trust Fund Milwaukee and Vicinity? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Michigan Laborers' Pension Plan in MI (9,974 participants, $1.3B 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 516049409.

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.