Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees · Wisconsin · Construction

What the 2023 filing shows

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan holds $477M for 2,013 participants — about $236,863 per participant, up 11.2% over the 2024 plan year.

$477M
total plan assets (2024 EOY)
2,013
covered participants
$236,863
avg assets per participant
+11.2%
assets growth YoY
Total Assets (2023)
$477M
Participants
2,013
State
Industry
Construction

What the Filing Says About Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan

Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan is a Money Purchase retirement plan sponsored by Board of Trustees, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $477M in total end-of-year assets and covers 2,013 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391511099, and the plan has been effective since 1966-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $429M at the beginning of 2024 to $477M at year-end — a gain of 11.2%. Net assets (after liabilities) closed the year at $477M, with reported net income of $48M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$429M
Total Assets (End of Year)$477M
Net Assets (End of Year)$477M
Net Income$48M
Plan TypeMoney Purchase
Employer EIN391511099
Plan Effective Date1966-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees)

Year Plans Participants Total Assets
2022 1 1,715 $374M
2023 1 1,896 $429M
2024 1 2,013 $477M

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Frequently Asked Questions

How much money is in the Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan?
As of the 2024 Form 5500 filing, Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan holds $477M in total assets with 2,013 participants. It is sponsored by Board of Trustees.
What type of plan is Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan?
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan is a Money Purchase plan. It has been effective since 1966-04-01. The plan is filed with the U.S. Department of Labor under EIN 391511099.
Who sponsors the Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan?
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan is sponsored by Board of Trustees, located in Wisconsin. The sponsor's EIN is 391511099 and the plan operates in the Construction industry.
How did Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan perform in 2024?
Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan grew by 11.2% during 2024, moving from $429M to $477M in total assets. Net income was $48M.
Where can I find official filings for Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan?
Official Form 5500 filings for Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391511099 or plan name at efast.dol.gov.
How does Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan compare to other plans?
You can compare Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan against other Money Purchase plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391511099.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.