Other
2022 plan-year Other DOL Form 5500

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Iowa · Construction

What the 2023 filing shows

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust holds $260M for 1,152 participants — about $225,562 per participant, down 8.9% over the 2022 plan year.

$260M
total plan assets (2022 EOY)
1,152
covered participants
$225,562
avg assets per participant
-8.9%
assets change YoY

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.

Total Assets (2023)
$260M
Participants
1,152
State
Industry
Construction

What the Filing Says About Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust is a Other retirement plan sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $260M in total end-of-year assets and covers 1,152 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 426086687, and the plan has been effective since 1953-12-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $285M at the beginning of 2022 to $260M at year-end — a decline of 8.9%. Net assets (after liabilities) closed the year at $259M, with reported net income of $-25,604,521 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$285M
Total Assets (End of Year)$260M
Net Assets (End of Year)$259M
Net Income$-25,604,521
Plan TypeOther
Employer EIN426086687
Plan Effective Date1953-12-29
Filing StatusFILING 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 Other Plans in Iowa

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust?
As of the 2022 Form 5500 filing, Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust holds $260M in total assets with 1,152 participants. It is sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust.
What type of plan is Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust?
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust is a Other plan. It has been effective since 1953-12-29. The plan is filed with the U.S. Department of Labor under EIN 426086687.
Who sponsors the Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust?
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust is sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust, located in Iowa. The sponsor's EIN is 426086687 and the plan operates in the Construction industry.
How did Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust perform in 2022?
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust declined by 8.9% during 2022, moving from $285M to $260M in total assets. Net income was $-25,604,521.
Where can I find official filings for Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust?
Official Form 5500 filings for Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 426086687 or plan name at efast.dol.gov.
How does Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust compare to other plans?
You can compare Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust against other Other plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 426086687.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.