Defined Benefit (Pension) · DOL Form 5500 · 2024
Building Trades United Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 10,236
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $345,016
- Avg per participant High balance/head
Official DOL plan name: Building Trades United Pension Trust Fund Milwaukee and Vicinity · Sponsored by Building Trades United Pension Trust Fund · Wisconsin · Construction
$3.5B in assets, 10,236 participants
Building Trades United Pension Trust Fund's Building Trades United Pension Trust Fund Milwaukee and Vicinity reported $3.5B in total assets and 10,236 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #9,009 in Construction (9,039 peers)
Coverage in Wisconsin
Building Trades United Pension Trust Fund Milwaukee and Vicinity covers 10,236 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $3.5B.
- #9,009
- in Construction (9,039 peers)
- +8.1%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Building Trades United Pension Trust Fund Milwaukee and Vicinity's outsized position by total assets
Building Trades United Pension Trust Fund Milwaukee and Vicinity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,531,588,718 Highest reported value at or above every one 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
Building Trades United Pension Trust Fund Milwaukee and Vicinity's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Building Trades United Pension Trust Fund Milwaukee and Vicinity is a mega filing (10,236 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Building Trades United Pension Trust Fund Milwaukee and Vicinity reported net income fell from $311M in the plan year 2023 filing to $267M in the plan year 2024 filing.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity end-of-year assets rose from $3.3B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity reported participants rose from 9,960 in the plan year 2023 filing to 10,236 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 516049409 · Building Trades United Pension Trust Fund PY 2024 · Defined Benefit (Pension)
Building Trades United Pension Trust Fund Milwaukee and Vicinity · $3.5B · 10,236 · 100th
- PCT $3.5B
- PCT 10,236
- PCT 100th
- PCT Defined Benefit (Pension)
- PCT near California Ironworkers Field Pension Trust
- PCT ind #9009
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 →
Building Trades United Pension Trust Fund Milwaukee and Vicinity in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3.3B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $267M |
| Employer EIN | 516049409 |
| Plan Effective Date | 1959-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Building Trades United Pension Trust Fund)
Sponsor-wide plan assets over time
All Building Trades United Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 19.634365087522195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,724 | $3.0B |
| 2023 | 1 | 9,960 | $3.3B |
| 2024 | 1 | 10,236 | $3.5B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Rockwell Automation Pension Plan $1.8B · 2,001
Scale composition for Building Trades United Pension Trust Fund Milwaukee and Vicinity
Building Trades United Pension Trust Fund Milwaukee and Vicinity reports $3.5B in end-of-year assets across 10,236 participants (0.029% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $345,016 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2024 was $267M.
This plan identity (EIN 516049409, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $3.5B (+19.6%) while covered participants moved from 9,724 to 10,236 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,724 | $3.0B | Open filing |
| 2023 | 9,960 | $3.3B | Open filing |
| 2024 · index core | 10,236 | $3.5B | This page |
Building Trades United Pension Trust Fund Milwaukee and Vicinity's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is California Ironworkers Field Pension Trust in CA ($3.5B); by covered participants it is Children's Hospital Corporation Pension Plan in MA (10,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- California Ironworkers Field Pension Trust (CA) $3.5B · 9,792
- Hii Newport News Shipbuilding, Inc. Retirement Plan (VA) $3.5B · 4,990
- Co-Op Retirement Plan (MO) $3.5B · 15,151
- Parker Defined Benefit Pension Plan (OH) $3.5B · 8,120
Similar participant headcount
Nearest other-state filings by covered participants (10,236 participants); asset peers above are excluded.
- Children's Hospital Corporation Pension Plan (MA) 10,249 · 13 off
- Massachusetts Laborers' Pension Fund (MA) 10,203 · 33 off
- Paccar Inc Retirement Plan (WA) 10,345 · 109 off
- Laborers National Pension Fund (TX) 10,367 · 131 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.