Defined Benefit (Pension) · DOL Form 5500 · 2022
Steelworkers Pension Trust Pension Plan
Data updated 2026-08-25
- $5.9B
- Total assets Very large vs avg
- 52,395
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $112,767
- Avg per participant Below avg balance/head
Official DOL plan name: Steelworkers Pension Trust · Sponsored by Steelworkers Pension Trust · Pennsylvania · Finance & Insurance
$5.9B in assets, 52,395 participants
Steelworkers Pension Trust's Steelworkers Pension Trust reported $5.9B in total assets and 52,395 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,226 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Steelworkers Pension Trust covers 52,395 participants in Pennsylvania, 64x the typical Pennsylvania plan (state average ~822 per filing). Assets: $5.9B.
- #9,226
- in Finance & Insurance (9,261 peers)
- -15.6%
- assets change YoY
- 59×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steelworkers Pension Trust's outsized position by total assets
Steelworkers Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,908,424,468 Highest reported value at or above every one 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
Steelworkers Pension Trust's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steelworkers Pension Trust is a mega filing (52,395 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 236648508 · Steelworkers Pension Trust PY 2022 · Defined Benefit (Pension)
Steelworkers Pension Trust · $5.9B · 52,395 · 100th
- BOY $5.9B
- BOY 52,395
- BOY 100th
- BOY Defined Benefit (Pension)
- BOY near Eversource Pension Plan
- BOY ind #9226
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Steelworkers Pension Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7.0B |
|---|---|
| Net Assets (End of Year) | $5.8B |
| Net Income | -$1.1B |
| Employer EIN | 236648508 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steelworkers Pension Trust)
Sponsor-wide plan assets over time
All Steelworkers Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.2B 22.451792388725174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52,395 | $5.9B |
| 2023 | 1 | 47,052 | $6.6B |
| 2024 | 1 | 46,110 | $7.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) $4.3B · 3,484
Scale composition for Steelworkers Pension Trust
Steelworkers Pension Trust reports $5.9B in end-of-year assets across 52,395 participants (0.048% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.056% of 93,925,755 covered participants) - about $112,767 per participant (82% of the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 236648508, plan #499) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.9B to $7.2B (+22.5%) while covered participants moved from 52,395 to 46,110 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 52,395 | $5.9B | This page |
| 2023 | 47,052 | $6.6B | Open filing |
| 2024 · index core | 46,110 | $7.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Steelworkers Pension Trust (Defined Benefit (Pension), $7.2B, 46,110 participants)
Steelworkers Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Eversource Pension Plan in CT ($5.9B); by covered participants it is UPS Retirement Plan in GA (52,821 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.9B here).
- Eversource Pension Plan (CT) $5.9B · 4,126
- Sutter Health Retirement Plan (CA) $5.8B · 35,712
- Southwest Carpenters Pension Trust (CA) $6.1B · 42,115
- Ntess Retirement Income Plan (NM) $5.6B · 3,901
Similar participant headcount
Nearest other-state filings by covered participants (52,395 participants); asset peers above are excluded.
- UPS Retirement Plan (GA) 52,821 · 426 off
- International Painters and Allied Trades Industry Pension Plan (MD) 50,952 · 1,443 off
- Building Service 32bj Pension Fund (NY) 54,120 · 1,725 off
- Target Corporation Pension Plan (MN) 50,515 · 1,880 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.