Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Pension Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
1,484
Participants Near avg headcount
95th
Percentile by assets National rank
$184,166
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin · Sponsored by Board of Trustees · Wisconsin · Construction

$273M in assets, 1,484 participants

Board of Trustees's Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported $273M in total assets and 1,484 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,569 in Construction (9,039 peers)

Coverage in Wisconsin

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin covers 1,484 participants in Wisconsin, 2.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $273M.

#8,569
in Construction (9,039 peers)
+12.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's outsized position by total assets

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs every filed plan by assets

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

$273,302,804 Top 5% higher than 95% 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

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin'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. Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin lands in the large band (1,484 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin end-of-year assets rose from $244M in the plan year 2023 filing to $273M in the plan year 2024 filing.
  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported participants rose from 1,427 in the plan year 2023 filing to 1,484 in the plan year 2024 filing.
  • Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reported net income rose from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390542913 · Board of Trustees PY 2024 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin · $273M · 1,484 · 95th

  • PCT $273M
  • EIN 1,484
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near IBEW Local 150 Pension Plan
  • EOY ind #8569

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 Wisconsin →

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in the asset neighbourhood

California School Employees Association Retirement PlanCalifornia School Employees …$274MIBEW Local 150 Pension Plan$273MDefined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinDefined Benefit Pension Plan…$273MOcu Pension Trust$273MCommunity Financial System, Inc. Pension PlanCommunity Financial System, …$273M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$273M
Net Income$29M
Employer EIN390542913
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Sponsor-wide plan assets over time

All Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$273M 27.08460864196418% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $215M $273M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 1,308 $215M
2023 1 1,427 $244M
2024 1 1,484 $273M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin, Total assets ($B): 0.273302804 · Participants: 1484Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin side-by-side with 3 peers →

Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is IBEW Local 150 Pension Plan in KY ($273M); by covered participants it is Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. in IA (1,486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($273M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,484 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 Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin assets move in 2024? ▼
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin grew at a solid clip - up 12.0% during 2024, from $244M to $273M. Reported net income was $29M.
How have Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees's sponsor-wide assets grew 27.1%, from $215M to $273M.
Where does Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 150 Pension Plan in KY ($273M, 677 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. in IA (1,486 participants, $235M 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 390542913.

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.