401(k) · DOL Form 5500 · 2024

Steamfitters Local 439 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
136
Participants Small participant base
82nd
Percentile by assets National rank
$307,666
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steamfitters Local 439 Supplemental Retirement Trust · Sponsored by Steamfitters Local 439 · Illinois · Construction

$42M in assets, 136 participants

Steamfitters Local 439's Steamfitters Local 439 Supplemental Retirement Trust reported $42M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,263 in Construction (9,039 peers)

Coverage in Illinois

Steamfitters Local 439 Supplemental Retirement Trust covers 136 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#7,263
in Construction (9,039 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Steamfitters Local 439 Supplemental Retirement Trust's outsized position by total assets

Steamfitters Local 439 Supplemental Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$41,842,515 Top 18% higher than 82% of 123,620 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 2024

Steamfitters Local 439 Supplemental Retirement Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steamfitters Local 439 Supplemental Retirement Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steamfitters Local 439 Supplemental Retirement Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Steamfitters Local 439 Supplemental Retirement Trust end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371186815 · Steamfitters Local 439 PY 2024 · 401(k)

Steamfitters Local 439 Supplemental Retirement Trust · $42M · 136 · 82nd

  • EOY $42M
  • 5500 136
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Santiam Memorial Hospital 401(k) Retirement Plan
  • RANK ind #7263

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 Illinois →

Steamfitters Local 439 Supplemental Retirement Trust in the asset neighbourhood

Retirement Savings Plan for Employees of Datacolor Inc.Retirement Savings Plan for …$42MSchimberg Co. Profit Sharing PlanSchimberg Co. Profit Sharing…$42MNri Group 401(k) Plan$42MSteamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439 Suppl…$42MSantiam Memorial Hospital 401(k) Retirement PlanSantiam Memorial Hospital 40…$42M
End-of-year total assets ($M) among Steamfitters Local 439 Supplemental Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN371186815
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steamfitters Local 439)

Sponsor-wide plan assets over time

All Steamfitters Local 439 plans reported in each filing year

Latest sponsor-wide plan assets
$96M 31.637849371121668% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 230 $73M
2023 2 261 $85M
2024 2 265 $96M

Nearby 401(k) Plans in Illinois

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

Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Steamfitters Local 439 Supplemental Retirement Trust, Total assets ($B): 0.041842515 · Participants: 136Steamfitters Local 439 Supplemental Retirement TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Steamfitters Local 439 Supplemental Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Steamfitters Local 439 Supplemental Retirement Trust side-by-side with 3 peers →

Steamfitters Local 439 Supplemental Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Santiam Memorial Hospital 401(k) Retirement Plan in OR ($42M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steamfitters Local 439 Supplemental Retirement Trust assets move in 2024? ▼
Steamfitters Local 439 Supplemental Retirement Trust grew at a solid clip - up 10.3% during 2024, from $38M to $42M. Reported net income was $4M.
How have Steamfitters Local 439 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamfitters Local 439's sponsor-wide assets grew 31.6%, from $73M to $96M.
Where does Steamfitters Local 439 Supplemental Retirement Trust rank by assets among Form 5500 filers? ▼
Steamfitters Local 439 Supplemental Retirement Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Santiam Memorial Hospital 401(k) Retirement Plan in OR ($42M, 583 participants).
Which 401(k) plans cover a similar participant headcount to Steamfitters Local 439 Supplemental Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371186815.

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.