Money Purchase · DOL Form 5500 · 2024
Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund Money Purchase Plan
Data updated 2026-08-11
- $198M
- Total assets
- 2,945
- Participants
- 94th
- Percentile by assets
- $67,287
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $198M
- total plan assets (2024 EOY)
- 2,945
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $67,287
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Plumbers and Steamfitters Local 440 Defined Contribution Plan reports 2,945 participants - 5.4x that state average ($198M EOY assets).
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)
| 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.
Plumbers and Steamfitters Local 440 Defined Contribution Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Plumbers and Steamfitters Local 440 Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Plumbers and Steamfitters Local 440 Defined Contribution Plan assets move in 2024? ▼
How have Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund plan assets changed over time? ▼
Where does Plumbers and Steamfitters Local 440 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Plumbers and Steamfitters Local 440 Defined Contribution Plan? ▼
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Filing takeaways
Ways to act on Plumbers and Steamfitters Local 440 Defined Contribution Plan's numbers.
- By total assets, Plumbers and Steamfitters Local 440 Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Trustees of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Construction plans