Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Upper Peninsula Plumbers & Pipefitters Pension Pension Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 182
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $397,938
- Avg per participant High balance/head
Official DOL plan name: Upper Peninsula Plumbers & Pipefitters Pension Plan · Sponsored by Trustees of the Upper Peninsula Plumbers & Pipefitters Pension · Wisconsin · Construction
$72M in assets, 182 participants
Trustees of the Upper Peninsula Plumbers & Pipefitters Pension's Upper Peninsula Plumbers & Pipefitters Pension Plan reported $72M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,771 in Construction (9,039 peers)
Coverage in Wisconsin
Upper Peninsula Plumbers & Pipefitters Pension Plan covers 182 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $72M.
- #7,771
- in Construction (9,039 peers)
- +6.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Upper Peninsula Plumbers & Pipefitters Pension Plan's outsized position by total assets
Upper Peninsula Plumbers & Pipefitters Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,424,716 Top 12% higher than 88% 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 Pension 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 Pension Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Peninsula Plumbers & Pipefitters Pension Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Upper Peninsula Plumbers & Pipefitters Pension Plan end-of-year assets rose from $68M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Upper Peninsula Plumbers & Pipefitters Pension Plan reported participants rose from 180 in the plan year 2023 filing to 182 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 386233970 · Trustees of the Upper Peninsula Plumbers & Pipefitters Pension PY 2024 · Defined Benefit (Pension)
Upper Peninsula Plumbers & Pipefitters Pension Plan · $72M · 182 · 88th
- IND $72M
- EOY 182
- 5500 88th
- ASSETS Defined Benefit (Pension)
- PCT near Scor U.S. Group Pension Plan
- EIN ind #7771
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 Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $4M |
| Employer EIN | 386233970 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Upper Peninsula Plumbers & Pipefitters Pension)
Sponsor-wide plan assets over time
All Trustees of the Upper Peninsula Plumbers & Pipefitters Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 11.654455262254643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $65M |
| 2023 | 1 | 180 | $68M |
| 2024 | 1 | 182 | $72M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- 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
Upper Peninsula Plumbers & Pipefitters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Scor U.S. Group Pension Plan in NY ($72M); by covered participants it is New York Independent System Operator Pension Plan in NY (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Scor U.S. Group Pension Plan (NY) $72M · 73
- I.a.T.S.E. Staff Retirement Fund (NY) $72M · 134
- Carpenters Local No 491 Pension Plan (MD) $73M · 424
- Teamsters Bakery Drivers and Industry Pension Fund (NY) $73M · 290
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- New York Independent System Operator Pension Plan (NY) 182 · 0 off
- Colonial Pipeline Company Retirement Plan (GA) 182 · 0 off
- Tenth Amended & Restated Owens-Illinois Salary Retirement Plan (OH) 182 · 0 off
- News Corp Pension Plan (NY) 182 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.