Money Purchase · DOL Form 5500 · 2024
Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund Money Purchase Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 2,945
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $67,287
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers and Steamfitters Local 440 Defined Contribution Plan · Sponsored by Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund · Indiana · Construction
$198M in assets, 2,945 participants
Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's Plumbers and Steamfitters Local 440 Defined Contribution Plan reported $198M in total assets and 2,945 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #8,416 in Construction (9,039 peers)
Coverage in Indiana
Plumbers and Steamfitters Local 440 Defined Contribution Plan covers 2,945 participants in Indiana, 5.4x the typical Indiana plan (state average ~541 per filing). Assets: $198M.
- #8,416
- in Construction (9,039 peers)
- +14.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Plumbers and Steamfitters Local 440 Defined Contribution Plan's outsized position by total assets
Plumbers and Steamfitters Local 440 Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$198,159,411 Top 6% higher than 94% 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 440 Defined Contribution 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 440 Defined Contribution Plan lands in the large band (2,945 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers and Steamfitters Local 440 Defined Contribution Plan end-of-year assets rose from $173M in the plan year 2023 filing to $198M in the plan year 2024 filing.
- Plumbers and Steamfitters Local 440 Defined Contribution Plan reported net income fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Plumbers and Steamfitters Local 440 Defined Contribution Plan reported participants rose from 2,898 in the plan year 2023 filing to 2,945 in the plan year 2024 filing.
DOL schedule card
Filing strip 352078254 · Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund PY 2024 · Money Purchase
Plumbers and Steamfitters Local 440 Defined Contribution Plan · $198M · 2,945 · 94th
- NET $198M
- BOOK 2,945
- VS-ST 94th
- BOY Money Purchase
- SCH near Plumbers & Pipefitters Lu 286 Money Purchase Plan
- EBSA ind #8416
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 Indiana →
Plumbers and Steamfitters Local 440 Defined Contribution Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $26M |
| Employer EIN | 352078254 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund)
Sponsor-wide plan assets over time
All Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 37.64472805128084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,563 | $144M |
| 2023 | 1 | 2,898 | $173M |
| 2024 | 1 | 2,945 | $198M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
- Ncaa Retirement Plan $102M · 578
Plumbers and Steamfitters Local 440 Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Plumbers & Pipefitters Lu 286 Money Purchase Plan in NM ($197M); by covered participants it is Meba Pension Trust-Money Purchase Benefit Plan in MD (2,964 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Plumbers & Pipefitters Lu 286 Money Purchase Plan (NM) $197M · 3,663
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) $200M · 683
- IBEW Local Union 375 Electricians' Retirement Plan (PA) $193M · 657
- Southern States Savings & Retirement Plan Trust (FL) $193M · 13,122
Similar participant headcount
Nearest other-state filings by covered participants (2,945 participants); asset peers above are excluded.
- Meba Pension Trust-Money Purchase Benefit Plan (MD) 2,964 · 19 off
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) 2,909 · 36 off
- Centrastate Healthcare System Retirement Plan (NJ) 2,892 · 53 off
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) 3,027 · 82 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.