Defined Benefit (Pension) · DOL Form 5500 · 2022
Plumbers and Steamfitters Local Union No. 33 Retirement Trust Pension Plan
Data updated 2026-08-11
- $260M
- Total assets
- 1,152
- Participants
- 96th
- Percentile by assets
- $225,562
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $260M
- total plan assets (2022 EOY)
- 1,152
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $225,562
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's numbers.
- By total assets, Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
- Plumbers and Steamfitters Local Union No. 33 Retirement Trust's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Construction plans