Defined Benefit (Pension) · DOL Form 5500 · 2022
Plumbers and Steamfitters Local Union No. 33 Retirement Trust Pension Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 1,152
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $225,562
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Iowa · Construction
$260M in assets, 1,152 participants
Plumbers and Steamfitters Local Union No. 33 Retirement Trust's Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported $260M in total assets and 1,152 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,519 in Construction (9,927 peers)
Where Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits by assets
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits in the top 5% of all filed plans by assets, $260M for 1,152 participants (~$225,562/participant), down 8.9% in 2022.
- #9,519
- in Construction (9,927 peers)
- -8.9%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's outsized position by total assets
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$259,847,621 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust lands in the large band (1,152 participants).
EBSA filing schedule strip
Filing strip 426086687 · Plumbers and Steamfitters Local Union No. 33 Retirement Trust PY 2022 · Defined Benefit (Pension)
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · $260M · 1,152 · 96th
- ASSETS $260M
- ASSETS 1,152
- ASSETS 96th
- ASSETS Defined Benefit (Pension)
- ASSETS near Plumbers Local 9 Pension Plan
- ASSETS ind #9519
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 Iowa →
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $285M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | -$26M |
| Employer EIN | 426086687 |
| Plan Effective Date | 1953-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Steamfitters Local Union No. 33 Retirement Trust)
Sponsor-wide plan assets over time
All Plumbers and Steamfitters Local Union No. 33 Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $331M 27.377167328385895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,152 | $260M |
| 2023 | 1 | 1,164 | $293M |
| 2024 | 1 | 1,233 | $331M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $287M · 1,641
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Plumbers Local 9 Pension Plan in NJ ($260M); by covered participants it is Kamehameha Schools Retirement Plan in HI (1,152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- Plumbers Local 9 Pension Plan (NJ) $260M · 706
- Westchester Heavy Construction Laborers Local 60 Pension Fund (NY) $259M · 1,044
- Cooper Tire & Rubber Company Texarkana Represented Employee Retirement Plan (OH) $260M · 762
- Massey Energy Retirement Plan (TN) $259M · 1,211
Similar participant headcount
Nearest other-state filings by covered participants (1,152 participants); asset peers above are excluded.
- Kamehameha Schools Retirement Plan (HI) 1,152 · 0 off
- Pension Fund of Cement Masons Union Local No. 502 (IL) 1,153 · 1 off
- Kaiser Permanente Physicians and Employees Retirement Plan (CA) 1,153 · 1 off
- West Pharmaceutical Services, Inc. Employees' Retirement Plan (PA) 1,150 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.