Defined Benefit (Pension) · DOL Form 5500 · 2022
Shopmens Division Local 597 Joint Board of Trustees Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $105,514
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 · Sponsored by Shopmens Division Local 597 Joint Board of Trustees · Illinois · Construction
$14M in assets, 130 participants
Shopmens Division Local 597 Joint Board of Trustees's Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 reported $14M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #7,010 in Construction (9,927 peers)
Coverage in Illinois
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #7,010
- in Construction (9,927 peers)
- -20.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597's outsized position by total assets
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,716,803 Top 29% higher than 71% 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
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 sits mid-pack in the medium band (130 participants).
Published 5500 schedule card
Filing strip 366511016 · Shopmens Division Local 597 Joint Board of Trustees PY 2022 · Defined Benefit (Pension)
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 · $14M · 130 · 71st
- EBSA $14M
- PART 130
- TYPE 71st
- NET Defined Benefit (Pension)
- BOOK near Baker & Hostetler Retirement Benefit Enhancement Plan
- VS-ST ind #7010
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 Illinois →
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 366511016 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shopmens Division Local 597 Joint Board of Trustees)
Sponsor-wide plan assets over time
All Shopmens Division Local 597 Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 18.106697311319557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $14M |
| 2023 | 1 | 131 | $15M |
| 2024 | 1 | 137 | $16M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Baker & Hostetler Retirement Benefit Enhancement Plan in OH ($14M); by covered participants it is Components Pension Plan for Puerto Rico in PR (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Baker & Hostetler Retirement Benefit Enhancement Plan (OH) $14M · 192
- Summit Credit Union Retirement Pension Plan (WI) $14M · 628
- Cozen O'connor Cash Balance Plan a (PA) $14M · 185
- Cozen O'connor Cash Balance Plan B (PA) $14M · 185
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Components Pension Plan for Puerto Rico (PR) 130 · 0 off
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska (NE) 130 · 0 off
- The Jewish Home & Hospital Retirement Plan (NY) 130 · 0 off
- Nuclear Fuel Services, Inc. Retirement Plan for Hourly Employees (NC) 130 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.