Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Arizona Pipe Trades Dc Pension Plan401(k)

ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees Arizona Pipe Trades Dc Pension Plan reported $1,108,842 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,369 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.26%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 34th-largest of 1,285 plans among Arizona employers on file, and the 154th of 5,337 in construction. In 2024, the employer put in $2.35 for every $1.00 employees contributed themselves; active participation has grown from 5,016 to 9,484 since 2022.

Plan summary
Net assets, end of year$460,674,063
Participants with balances9,484
Active participants9,484
Employer contributions$31,950,888
Employee contributions$13,567,932
Employer contribution per active participant$3,369
Average account balance$48,574
Benefits paid to participants$23,322,089
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$460.7M · 9,484 accts · $32.0M emplr
2023$402.3M · 8,501 accts · $32.4M emplr
2022$312.2M · 5,016 accts · $23.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$292,632
Investment management$536,006
Audit (IQPA)$35,103
Total administrative$1,108,842
The Board of Trustees Arizona Pipe Trades Dc Pension Plan 401(k) match · 2024
Employer contribution per active participant$3,369
Median for plans this size$4,294
2024$3,369 per active participant
2023$3,809 per active participant
2022$4,641 per active participant

Board of Trustees Arizona Pipe Trades Dc Pension Plan's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202411
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$363,610
BENESYS · Contract administrator$296,307
VERUS ADVISORS, INC · Investment advisory (plan) · Pension consulting$172,396
SPENCER FANE · Legal$66,584
SEGAL SELECT INSURANCE · Insurance broker$51,908
BALDWIN MOFFITT BEHM LLP · Accounting / audit$35,103
WARD KEENAN AND BARRETT, PC · Legal$33,282
SMART SOURCE LLC$31,902
GILBERT & SACKMAN · Legal$29,724
THE SEGAL COMPANY · Consulting$15,900
INTERNATIONAL PRINTING COMPANY$12,504

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,108,842 · 0.26%
2023$974,133 · 0.27%
2022$876,262 · 0.29%
Similar plansConstruction · Arizona
Tutor Perini Corporation CA$471.1M · 0.10%
Summit Materials LLC CO$468.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860434707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.