401(k) · DOL Form 5500 · 2024
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 4,498
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $8,337
- Avg per participant Low balance/head
Official DOL plan name: U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas · Sponsored by U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T · Texas · Construction
$37M in assets, 4,498 participants
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T's U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported $37M in total assets and 4,498 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,147 in Construction (9,039 peers)
Coverage in Texas
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas covers 4,498 participants in Texas, 6.5x the typical Texas plan (state average ~688 per filing). Assets: $37M.
- #7,147
- in Construction (9,039 peers)
- +23.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's outsized position by total assets
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,499,915 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas lands in the large band (4,498 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas end-of-year assets rose from $30M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas reported participants rose from 4,003 in the plan year 2023 filing to 4,498 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311524293 · U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T PY 2024 · 401(k)
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas · $37M · 4,498 · 81st
- VS-ST $37M
- BOY 4,498
- SCH 81st
- EBSA 401(k)
- PART near Williams Tank Lines 401(k) Plan
- TYPE ind #7147
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 Texas →
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $7M |
| Employer EIN | 311524293 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T)
Sponsor-wide plan assets over time
All U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 49.779011551343025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,043 | $25M |
| 2023 | 1 | 4,003 | $30M |
| 2024 | 1 | 4,498 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Williams Tank Lines 401(k) Plan in CA ($38M); by covered participants it is Ebenezer Society 401(k) Profit-Sharing Plan in MN (4,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,498 participants); asset peers above are excluded.
- Ebenezer Society 401(k) Profit-Sharing Plan (MN) 4,501 · 3 off
- Excellus 401(k) Plan (NY) 4,495 · 3 off
- Hubspot, Inc. 401(k) Profit Sharing Plan & Trust (MA) 4,502 · 4 off
- Nidec Motor Corporation Employee Savings Investment Plan (MO) 4,503 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.