401(k) · DOL Form 5500 · 2023
Trustees of the Upper Peninsula Plumbers and Pipefitters Defined 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $85,186
- Avg per participant Below avg balance/head
Official DOL plan name: Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · Sponsored by Trustees of the Upper Peninsula Plumbers and Pipefitters Defined · Wisconsin · Construction
$24M in assets, 280 participants
Trustees of the Upper Peninsula Plumbers and Pipefitters Defined's Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported $24M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,707 in Construction (9,030 peers)
Coverage in Wisconsin
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan covers 280 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.
- #6,707
- in Construction (9,030 peers)
- +19.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's outsized position by total assets
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,852,204 Top 24% higher than 76% 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
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported participants fell from 430 in the plan year 2022 filing to 280 in the plan year 2023 filing.
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 383296005 · Trustees of the Upper Peninsula Plumbers and Pipefitters Defined PY 2023 · 401(k)
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · $24M · 280 · 76th
- TYPE $24M
- TYPE 280
- TYPE 76th
- TYPE 401(k)
- TYPE near Hydraulics International, Inc. 401(k) Profit Sharing Plan
- TYPE ind #6707
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 →
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 383296005 |
| Plan Effective Date | 1996-05-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Upper Peninsula Plumbers and Pipefitters Defined)
Sponsor-wide plan assets over time
All Trustees of the Upper Peninsula Plumbers and Pipefitters Defined plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 29.02240280503418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 430 | $20M |
| 2023 | 1 | 280 | $24M |
| 2024 | 1 | 463 | $26M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Hydraulics International, Inc. 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Hydraulics International, Inc. 401(k) Profit Sharing Plan (CA) $24M · 433
- Hennessy & Roach 401(k) Savings Plan (IL) $24M · 152
- Next Phase Enterprises 401(k) Plan (AZ) $24M · 115
- Pch Hotels and Resorts, Inc. 401(k) Plan (AL) $24M · 1,335
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Hfri, LLC 401(k) Plan (IL) 280 · 0 off
- Aafcpas, Inc 401(k) Savings Plan (MA) 280 · 0 off
- Harper General Contractors, Inc. 401(k) Retirement Savings Plan (SC) 280 · 0 off
- Woodlands Senior Living 401(k) Ps Plan (ME) 280 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.