401(k) · DOL Form 5500 · 2024
Board of Trustees 401(k) Plan
Data updated 2026-08-25
- $477M
- Total assets Above avg plan size
- 2,013
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $236,863
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · Sponsored by Board of Trustees · Wisconsin · Construction
$477M in assets, 2,013 participants
Board of Trustees's Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported $477M in total assets and 2,013 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.
- #8,746 in Construction (9,039 peers)
Coverage in Wisconsin
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan covers 2,013 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $477M.
- #8,746
- in Construction (9,039 peers)
- +11.2%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's outsized position by total assets
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$476,805,925 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
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan'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. Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan lands in the large band (2,013 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported net income fell from $55M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan end-of-year assets rose from $429M in the plan year 2023 filing to $477M in the plan year 2024 filing.
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan reported participants rose from 1,896 in the plan year 2023 filing to 2,013 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391511099 · Board of Trustees PY 2024 · 401(k)
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan · $477M · 2,013 · 97th
- EBSA $477M
- PART 2,013
- TYPE 97th
- NET 401(k)
- BOOK near Ghd Inc. 401(k) Employees' Savings Plan
- VS-ST ind #8746
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 →
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $429M |
|---|---|
| Net Assets (End of Year) | $477M |
| Net Income | $48M |
| Employer EIN | 391511099 |
| Plan Effective Date | 1966-04-01 |
| Filing Status | FILING 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
- $477M 27.391185734380073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,715 | $374M |
| 2023 | 1 | 1,896 | $429M |
| 2024 | 1 | 2,013 | $477M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ghd Inc. 401(k) Employees' Savings Plan in CA ($477M); by covered participants it is Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan in NY (2,014 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($477M here).
- Ghd Inc. 401(k) Employees' Savings Plan (CA) $477M · 3,361
- Mathematica Group Holding Inc. Profit Sharing Plan (NJ) $477M · 1,785
- Cleco Power LLC 401(k) Savings & Investment Plan (LA) $476M · 1,355
- The Broad Institute, Inc. 401(k) Retirement Plan (MA) $476M · 2,196
Similar participant headcount
Nearest other-state filings by covered participants (2,013 participants); asset peers above are excluded.
- Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan (NY) 2,014 · 1 off
- Alternative Behavior Strategies Retirement Plan (CA) 2,012 · 1 off
- Zeus 401(k) Plan (SC) 2,014 · 1 off
- Learfield Communications 401(k) Plan (MO) 2,012 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.