Money Purchase · DOL Form 5500 · 2024
Steamfitters Industry Welfare Fund Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $19M
- Total assets
- 31
- Participants
- 69th
- Percentile by assets
- $607,369
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 31
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $607,369
- avg assets per participant
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.
Steamfitters Industry Welfare Fund Board of Trustees across 3 plan years on file
Across the 3 plan years Steamfitters Industry Welfare Fund Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $19M, a gain of 37.2%, while reported participants moved from 35 to 31 (-11.4%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($14M).
Steamfitters Industry Welfare Fund Board of Trustees multi-year asset trail
| 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.
The Steamfitters Industry Fund Office Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Steamfitters Industry Fund Office Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Steamfitters Industry Fund Office Money Purchase Pension Plan assets move in 2024? ▼
How have Steamfitters Industry Welfare Fund Board of Trustees plan assets changed over time? ▼
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Multi-year trail
Ways to act on The Steamfitters Industry Fund Office Money Purchase Pension Plan's numbers.
- By total assets, The Steamfitters Industry Fund Office Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Steamfitters Industry Welfare Fund Board of Trustees's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Finance & Insurance plans