Plumbers & Steamfitters Local 565 retirement plan: assets, participants and fees
What Plumbers & Steamfitters Local 565'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Suttle & Stalnaker,pllc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Plumbers & Steamfitters Local 565: employer contribution per participant | $6,165 | |
| Peer median | $2,501 |
| Plumbers & Steamfitters Local 565: average balance | $91,023 | |
| Peer median | $71,471 |
| Plumbers & Steamfitters Local 565: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.39% |
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 $33.1M at the end of plan year 2021 to $40.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 801 | $40.8M | $2.8M | $6,165 | 0.40% | Not published | Form 5500 ↗ |
| 2024 | 765 | $35.4M | $2.2M | $4,918 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 706 | $32M | $1.8M | $4,538 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 674 | $28.2M | $1.7M | $4,127 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 645 | $33.1M | $2.1M | $5,039 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Plumbers & Steamfitters Local 565 match 401(k) contributions?
The match terms for the Plumbers & Steamfitters Local 565 Pension Plan have not been published from its filing yet. The plan year 2025 filing reports $2.8M in employer contributions, about $6,165 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plumbers & Steamfitters Local 565 401(k) match vested?
The vesting schedule for the Plumbers & Steamfitters Local 565 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plumbers & Steamfitters Local 565 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Plumbers & Steamfitters Local 565.
I left Plumbers & Steamfitters Local 565. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plumbers & Steamfitters Local 565, (304) 485-5202) or the recordkeeper, Schwab Retirement Plan Services,inc. The Plumbers & Steamfitters Local 565 old 401(k) page lists the contacts from every plan filing. Find an old Plumbers & Steamfitters Local 565 401(k)
Data from the public Form 5500 annual reports Plumbers & Steamfitters Local 565 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Plumbers & Steamfitters Local 565. Not financial advice. Report a correction · Methodology