401(k) · DOL Form 5500 · 2024
Trustees of the Upper Peninsula Plumbers and Pipefitters Defined 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 463
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $55,676
- Avg per participant Low balance/head
Official DOL plan name: Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · Sponsored by Trustees of the Upper Peninsula Plumbers and Pipefitters Defined · Wisconsin · Construction
$26M in assets, 463 participants
Trustees of the Upper Peninsula Plumbers and Pipefitters Defined's Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported $26M in total assets and 463 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,649 in Construction (9,039 peers)
Where Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits by assets
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits in the top quartile of all filed plans by assets, $26M for 463 participants (~$55,676/participant), up 8.1% in 2024.
- #6,649
- in Construction (9,039 peers)
- +8.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's outsized position by total assets
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,778,040 Top 25% higher than 75% 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
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Peninsula Plumbers Pipefitters Defined Contribution Plan sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported participants rose from 280 in the plan year 2023 filing to 463 in the plan year 2024 filing.
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Upper Peninsula Plumbers Pipefitters Defined Contribution Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 383296005 · Trustees of the Upper Peninsula Plumbers and Pipefitters Defined PY 2024 · 401(k)
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan · $26M · 463 · 75th
- BOOK $26M
- BOOK 463
- BOOK 75th
- BOOK 401(k)
- BOOK near First Keystone Community Bank Employees Profit Sharing & Savings Plan
- BOOK ind #6649
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 →
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 383296005 |
| Plan Effective Date | 1996-05-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Upper Peninsula Plumbers and Pipefitters Defined)
Sponsor-wide plan assets over time
All Trustees of the Upper Peninsula Plumbers and Pipefitters Defined plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 29.02240280503418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 430 | $20M |
| 2023 | 1 | 280 | $24M |
| 2024 | 1 | 463 | $26M |
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
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is First Keystone Community Bank Employees Profit Sharing & Savings Plan in PA ($26M); by covered participants it is Ti 401(k) Savings Plan in TX (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.
- Ti 401(k) Savings Plan (TX) 463 · 0 off
- Protein for Pets Opco, LLC 401(k) Plan (MO) 463 · 0 off
- Texas Spine and Joint Hospital 401(k) Profit Sharing Plan (TX) 463 · 0 off
- Schwartz Farms, Inc. 401(k) Profit Sharing Plan (MN) 463 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.