Atlanta Plumbers & Steamfitters Pension Fund retirement plan: assets, participants and fees
What Atlanta Plumbers & Steamfitters Pension Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Regions Bank | 2023 Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 54 pension plans in construction with 5,000 to 9,999 participants.
| Atlanta Plumbers & Steamfitters Pension Fund: employer contribution per participant | $3,513 | |
| Peer median | $5,925 |
| Atlanta Plumbers & Steamfitters Pension Fund: average balance | $89,422 | |
| Peer median | $104,632 |
| Atlanta Plumbers & Steamfitters Pension Fund: admin expenses ÷ assets | 0.78% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $460M at the end of plan year 2021 to $452M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,052 | $452M | $17.7M | $3,513 | 0.78% | Not published | Form 5500 ↗ |
| 2023 | 4,730 | $415M | $15.7M | $3,317 | 0.85% | Not published | Form 5500 ↗ |
| 2022 | 4,619 | $384M | $15M | $3,245 | 0.67% | Not published | Form 5500 ↗ |
| 2021 | 4,494 | $460M | $15.5M | $3,449 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Atlanta Plumbers & Steamfitters Pension Fund match 401(k) contributions?
The match terms for the Atlanta Plumbers & Steamfitters Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $17.7M in employer contributions, about $3,513 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Atlanta Plumbers & Steamfitters Pension Fund 401(k) match vested?
The vesting schedule for the Atlanta Plumbers & Steamfitters Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Atlanta Plumbers & Steamfitters Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Regions Bank. The plan administrator is Atlanta Plumbers & Steamfitters Pension Fund.
I left Atlanta Plumbers & Steamfitters Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Atlanta Plumbers & Steamfitters Pension Fund, (954) 266-6322) or the recordkeeper, Regions Bank. The Atlanta Plumbers & Steamfitters Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Atlanta Plumbers & Steamfitters Pension Fund 401(k)
Data from the public Form 5500 annual reports Atlanta Plumbers & Steamfitters Pension Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Atlanta Plumbers & Steamfitters Pension Fund. Not financial advice. Report a correction · Methodology