Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Pension Plan

Data updated 2026-07-24

$273M
Total assets: 1,484
Participants: 95th
Percentile by assets: $184,166
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

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 ~565 per filing). Assets: $273M.

$273M
total plan assets (2024 EOY): 1,484
covered participants: 95th
percentile by assets (of 116,472 plans): $184,166
avg assets per participant

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 →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin reports 1,484 participants - 2.6x that state average ($273M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$244M
Net Assets (End of Year)	$273M
Net Income	$29M
Employer EIN	390542913
Plan Effective Date	1966-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees)

Total plan assets by year, all Board of Trustees plans on file

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

Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
Harley-Davidson Retirement Plan $1.9B · 1,414
North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105

Compare Defined Benefit Pension Plan of the Plum… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin by total assets, not by location.

Ocu Pension Trust (CA) $273M · 542
Community Financial System, Inc. Pension Plan (NY) $273M · 2,422
Stmicroelectronics, Inc. Retirement Plan (TX) $273M · 400
Solar Turbines Incorporated Non-Contributory Retirement Plan (CA) $274M · 818

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 116,472 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 Ocu Pension Trust in CA ($273M, 542 participants).

Next read for Defined Benefit Pension Plan of the Plum…

Filing takeaways

Ways to act on Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin's numbers.

By total assets, Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
Board of Trustees's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Construction plans

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.