Plumbers and Steamfitters Local Union No. 33 Retirement Trust retirement plan: assets, participants and fees
What Plumbers and Steamfitters Local Union No. 33 Retirement Trust'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 | Bridgeway Benefit Technologies | Schedule C ↗ |
| Independent auditor | Deboer & Associates, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 287 pension plans in construction with 1,000 to 4,999 participants.
| Plumbers and Steamfitters Local Union No. 33 Retirement Trust: employer contribution per participant | $10,767 | |
| Peer median | $5,506 |
| Plumbers and Steamfitters Local Union No. 33 Retirement Trust: average balance | $150,311 | |
| Peer median | $105,184 |
| Plumbers and Steamfitters Local Union No. 33 Retirement Trust: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.59% |
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 $293M at the end of plan year 2023 to $330M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,198 | $330M | $23.7M | $10,767 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 2,107 | $293M | $22M | $10,422 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Plumbers and Steamfitters Local Union No. 33 Retirement Trust match 401(k) contributions?
The match terms for the Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $23.7M in employer contributions, about $10,767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plumbers and Steamfitters Local Union No. 33 Retirement Trust 401(k) match vested?
The vesting schedule for the Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plumbers and Steamfitters Local Union No. 33 Retirement Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bridgeway Benefit Technologies. The plan administrator is Plumbers and Steamfitters Local Union No. 33 Retirement Trust.
I left Plumbers and Steamfitters Local Union No. 33 Retirement Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plumbers and Steamfitters Local Union No. 33 Retirement Trust, (515) 243-3246) or the recordkeeper, Bridgeway Benefit Technologies. The Plumbers and Steamfitters Local Union No. 33 Retirement Trust old 401(k) page lists the contacts from every plan filing. Find an old Plumbers and Steamfitters Local Union No. 33 Retirement Trust 401(k)
Data from the public Form 5500 annual reports Plumbers and Steamfitters Local Union No. 33 Retirement Trust filed with the U.S. Department of Labor (plan years 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 Plumbers and Steamfitters Local Union No. 33 Retirement Trust. Not financial advice. Report a correction · Methodology