Defined Benefit (Pension) · DOL Form 5500 · 2022
Steelworkers Pension Trust Pension Plan
Data updated 2026-08-06
- $5.9B
- Total assets
- 52,395
- Participants
- 100th
- Percentile by assets
- $112,767
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,232 in Finance & Insurance (9,267 peers)
Coverage in Pennsylvania
Steelworkers Pension Trust covers 52,395 participants in Pennsylvania, 64x the typical Pennsylvania plan (state average ~824 per filing). Assets: $5.9B.
- $5.9B
- total plan assets (2022 EOY)
- 52,395
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $112,767
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Steelworkers Pension Trust reports 52,395 participants - 64x that state average ($5.9B EOY assets).
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)
| 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.
Steelworkers Pension Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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 (0.051% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.058% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Steelworkers Pension Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Steelworkers Pension Trust assets move in 2022? ▼
How have Steelworkers Pension Trust plan assets changed over time? ▼
Where does Steelworkers Pension Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Steelworkers Pension Trust? ▼
Next read for Steelworkers Pension Trust
Filing takeaways
Ways to act on Steelworkers Pension Trust's numbers.
- By total assets, Steelworkers Pension Trust ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Steelworkers Pension Trust's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Finance & Insurance plans