401(k) · DOL Form 5500 · 2024
Board of Trustees, Steamfitters Local #449 Retirement Security Fund 401(k) Plan
Data updated 2026-08-25
- $402M
- Total assets Above avg plan size
- 3,508
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $114,716
- Avg per participant Below avg balance/head
Official DOL plan name: Steamfitters Local 449 Retirement Security Fund · Sponsored by Board of Trustees, Steamfitters Local #449 Retirement Security Fund · Pennsylvania · Construction
$402M in assets, 3,508 participants
Board of Trustees, Steamfitters Local #449 Retirement Security Fund's Steamfitters Local 449 Retirement Security Fund reported $402M in total assets and 3,508 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,694 in Construction (9,039 peers)
Coverage in Pennsylvania
Steamfitters Local 449 Retirement Security Fund covers 3,508 participants in Pennsylvania, 4.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $402M.
- #8,694
- in Construction (9,039 peers)
- +8.9%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Steamfitters Local 449 Retirement Security Fund's outsized position by total assets
Steamfitters Local 449 Retirement Security Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$402,423,991 Top 3% higher than 97% 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
Steamfitters Local 449 Retirement Security Fund'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. Steamfitters Local 449 Retirement Security Fund lands in the large band (3,508 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steamfitters Local 449 Retirement Security Fund reported net income fell from $36M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Steamfitters Local 449 Retirement Security Fund end-of-year assets rose from $370M in the plan year 2023 filing to $402M in the plan year 2024 filing.
- Steamfitters Local 449 Retirement Security Fund reported participants fell from 3,693 in the plan year 2023 filing to 3,508 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 256135334 · Board of Trustees, Steamfitters Local #449 Retirement Security Fund PY 2024 · 401(k)
Steamfitters Local 449 Retirement Security Fund · $402M · 3,508 · 97th
- SCH $402M
- EBSA 3,508
- PART 97th
- TYPE 401(k)
- NET near Structure Tone Organization 401(k) Plan
- BOOK ind #8694
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 Pennsylvania →
Steamfitters Local 449 Retirement Security Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $370M |
|---|---|
| Net Assets (End of Year) | $402M |
| Net Income | $33M |
| Employer EIN | 256135334 |
| Plan Effective Date | 1967-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Steamfitters Local #449 Retirement Security Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Steamfitters Local #449 Retirement Security Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $402M 20.681810319320626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,101 | $333M |
| 2023 | 1 | 3,693 | $370M |
| 2024 | 1 | 3,508 | $402M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Steamfitters Local 449 Retirement Security Fund's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Structure Tone Organization 401(k) Plan in NY ($402M); by covered participants it is Newmark 401(k) Plan in NY (3,508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($402M here).
- Structure Tone Organization 401(k) Plan (NY) $402M · 1,526
- Hattiesburg Clinic P. a. Savings Plan (MS) $402M · 2,250
- Modern Technology Solutions, Inc. 401(k) Plan (VA) $402M · 1,974
- Enloe Medical Center Retirement Savings Plan (CA) $403M · 3,890
Similar participant headcount
Nearest other-state filings by covered participants (3,508 participants); asset peers above are excluded.
- Newmark 401(k) Plan (NY) 3,508 · 0 off
- Smile Doctors Retirement Plan (TX) 3,508 · 0 off
- Ergon 401(k) Plan (MS) 3,508 · 0 off
- The Schroer Group Employees 401(k) Profit Sharing Plan & Trust (OH) 3,507 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.