Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Upper Peninsula Plumbers & Pipefitters Pension Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
180
Participants Small participant base
88th
Percentile by assets National rank
$377,830
Avg per participant High balance/head
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Official DOL plan name: Upper Peninsula Plumbers & Pipefitters Pension Plan · Sponsored by Trustees of the Upper Peninsula Plumbers & Pipefitters Pension · Wisconsin · Construction

$68M in assets, 180 participants

Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's Upper Peninsula Plumbers & Pipefitters Pension Plan reported $68M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,790 in Construction (9,030 peers)

Coverage in Wisconsin

Upper Peninsula Plumbers & Pipefitters Pension Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $68M.

#7,790
in Construction (9,030 peers)
+4.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Upper Peninsula Plumbers & Pipefitters Pension Plan's outsized position by total assets

Upper Peninsula Plumbers & Pipefitters Pension Plan vs every filed plan by assets

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

$68,009,324 Top 12% higher than 88% 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

Upper Peninsula Plumbers & Pipefitters Pension 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 Pension Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Peninsula Plumbers & Pipefitters Pension Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Upper Peninsula Plumbers & Pipefitters Pension Plan reported participants fell from 216 in the plan year 2022 filing to 180 in the plan year 2023 filing.
  • Upper Peninsula Plumbers & Pipefitters Pension Plan end-of-year assets rose from $65M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 386233970 · Trustees of the Upper Peninsula Plumbers & Pipefitters Pension PY 2023 · Defined Benefit (Pension)

Upper Peninsula Plumbers & Pipefitters Pension Plan · $68M · 180 · 88th

  • PART $68M
  • PART 180
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near Amalgamated Sugar Company Salaried Retirement Plan
  • PART ind #7790

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 Pension Plan in the asset neighbourhood

Occidental Oil & Gas Consolidated Retirement PlanOccidental Oil & Gas Consoli…$68MAmalgamated Sugar Company Salaried Retirement PlanAmalgamated Sugar Company Sa…$68MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$68MCommonspirit Health ERISA Retirement PlanCommonspirit Health ERISA Re…$68MGraymont U.S.Non-Union Defined Benefit Pension PlanGraymont U.S.Non-Union Defin…$68M
End-of-year total assets ($M) among Upper Peninsula Plumbers & Pipefitters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$68M
Net Income$3M
Employer EIN386233970
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Upper Peninsula Plumbers & Pipefitters Pension)

Sponsor-wide plan assets over time

All Trustees of the Upper Peninsula Plumbers & Pipefitters Pension plans reported in each filing year

Latest sponsor-wide plan assets
$72M 11.654455262254643% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $64.9M $72.4M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 216 $65M
2023 1 180 $68M
2024 1 182 $72M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Upper Peninsula Plumbers & Pipefitters Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Upper Peninsula Plumbers & Pipefitters Pension Plan, Total assets ($B): 0.068009324 · Participants: 180Upper Peninsula Plumbers & Pipefitters Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual 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 Plan
Upper Peninsula Plumbers & Pipefitters Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Upper Peninsula Plumbers & Pipefitters Pension Plan side-by-side with 3 peers →

Upper Peninsula Plumbers & Pipefitters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Amalgamated Sugar Company Salaried Retirement Plan in ID ($68M); by covered participants it is Loop LLC Employees' Retirement Plan in LA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Upper Peninsula Plumbers & Pipefitters Pension Plan assets move in 2023? ▼
Upper Peninsula Plumbers & Pipefitters Pension Plan edged up modestly - up 4.8% during 2023, from $65M to $68M. Reported net income was $3M.
How have Trustees of the Upper Peninsula Plumbers & Pipefitters Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's sponsor-wide assets grew 11.7%, from $65M to $72M.
Where does Upper Peninsula Plumbers & Pipefitters Pension Plan rank by assets among Form 5500 filers? ▼
Upper Peninsula Plumbers & Pipefitters Pension Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Upper Peninsula Plumbers & Pipefitters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Sugar Company Salaried Retirement Plan in ID ($68M, 98 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Upper Peninsula Plumbers & Pipefitters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Loop LLC Employees' Retirement Plan in LA (180 participants, $112M 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 386233970.

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.