Money Purchase · DOL Form 5500 · 2024
Steamfitters Industry Welfare Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $607,369
- Avg per participant High balance/head
Official DOL plan name: The Steamfitters Industry Fund Office Money Purchase Pension Plan · Sponsored by Steamfitters Industry Welfare Fund Board of Trustees · New York · Finance & Insurance
$19M in assets, 31 participants
Steamfitters Industry Welfare Fund Board of Trustees's The Steamfitters Industry Fund Office Money Purchase Pension Plan reported $19M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,590 in Finance & Insurance (8,549 peers)
Steamfitters Industry Welfare Fund Board of Trustees multi-year trail
Steamfitters Industry Welfare Fund Board of Trustees's plans moved +37.2% in assets from 2022 to 2024; this filing shows The Steamfitters Industry Fund Office Money Purchase Pension Plan at $19M / 31 participants.
- #4,590
- in Finance & Insurance (8,549 peers)
- +15.6%
- assets growth YoY
The Steamfitters Industry Fund Office Money Purchase Pension Plan's outsized position by total assets
The Steamfitters Industry Fund Office Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,828,432 Top 31% higher than 69% 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
The Steamfitters Industry Fund Office Money Purchase Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Steamfitters Industry Fund Office Money Purchase Pension Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Steamfitters Industry Fund Office Money Purchase Pension Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- The Steamfitters Industry Fund Office Money Purchase Pension Plan reported participants fell from 33 in the plan year 2023 filing to 31 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131545680 · Steamfitters Industry Welfare Fund Board of Trustees PY 2024 · Money Purchase
The Steamfitters Industry Fund Office Money Purchase Pension Plan · $19M · 31 · 69th
- RANK $19M
- PHOTO 31
- IND 69th
- EOY Money Purchase
- 5500 near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
- ASSETS ind #4590
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 Finance & Insurance retirement plans → · Plans in New York →
The Steamfitters Industry Fund Office Money Purchase Pension Plan in the asset neighbourhood
Steamfitters Industry Welfare Fund Board of Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Steamfitters Industry Welfare Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.179137650583584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $14M |
| 2023 | 1 | 33 | $16M |
| 2024 | 1 | 31 | $19M |
Steamfitters Industry Welfare Fund Board of Trustees filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 131545680 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
The Steamfitters Industry Fund Office Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($19M); by covered participants it is Panama City Employers-Ala Local Number 1482 Money Purchase Pension Plan in MS (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $19M · 175
- Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan (GA) $19M · 362
- Defined Contribution Pension Plan for the Employees of Children's Home Society of California (CA) $19M · 199
- Frozen Phs 401(a) Plan (TX) $19M · 284
Similar participant headcount
Nearest other-state filings by covered participants (31 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.