Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 Pension Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
468
Participants Below avg headcount
95th
Percentile by assets National rank
$354,418
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Steamfitters Pension Fund 475 · Sponsored by Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 · New Jersey · Construction

$166M in assets, 468 participants

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's Pension Plan of Steamfitters Pension Fund 475 reported $166M in total assets and 468 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,335 in Construction (9,927 peers)

Where Pension Plan of Steamfitters Pension Fund 475 sits by assets

Pension Plan of Steamfitters Pension Fund 475 sits in the top 5% of all filed plans by assets, $166M for 468 participants (~$354,418/participant), down 15.7% in 2022.

#9,335
in Construction (9,927 peers)
-15.7%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Steamfitters Pension Fund 475's outsized position by total assets

Pension Plan of Steamfitters Pension Fund 475 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$165,867,431 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan of Steamfitters Pension Fund 475 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. Pension Plan of Steamfitters Pension Fund 475 sits mid-pack in the medium band (468 participants).

DOL schedule card

Filing strip 226029738 · Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 PY 2022 · Defined Benefit (Pension)

Pension Plan of Steamfitters Pension Fund 475 · $166M · 468 · 95th

  • 5500 $166M
  • 5500 468
  • 5500 95th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Rehabilitation Institute of Chicago
  • 5500 ind #9335

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 New Jersey →

Pension Plan of Steamfitters Pension Fund 475 in the asset neighbourhood

Mayer Brown LLP U.S.a. Cash Balance Pension PlanMayer Brown LLP U.S.a. Cash …$166MDana Combined Hourly Employees' Pension PlanDana Combined Hourly Employe…$166MSheet Metal Workers' Local Union No. 9 Pension PlaSheet Metal Workers' Local U…$166MPension Plan of Steamfitters Pension Fund 475Pension Plan of Steamfitters…$166MRetirement Plan for Employees of Rehabilitation Institute of ChicagoRetirement Plan for Employee…$166M
End-of-year total assets ($M) among Pension Plan of Steamfitters Pension Fund 475 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$166M
Net Income-$31M
Employer EIN226029738
Plan Effective Date1953-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475)

Sponsor-wide plan assets over time

All Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plans reported in each filing year

Latest sponsor-wide plan assets
$198M 19.560816613841446% vs 2022
2024 filing year
$160M$170M$180M$190M$200M$210M 202220232024 $166M $198M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 468 $166M
2023 1 451 $182M
2024 1 464 $198M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Pension Plan of Steamfitters Pension Fund 475, Total assets ($B): 0.165867431 · Participants: 468Pension Plan of Steamfitters Pension Fund 475Retirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan of Steamfitters Pension Fund 475 side-by-side with 3 peers →

Pension Plan of Steamfitters Pension Fund 475's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Rehabilitation Institute of Chicago in IL ($166M); by covered participants it is Community First Credit Union Defined Benefit Plan and Trust in WI (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan of Steamfitters Pension Fund 475 assets move in 2022? ▼
Pension Plan of Steamfitters Pension Fund 475 declined sharply - down 15.7% during 2022, from $197M to $166M. Reported net income was -$31M.
How have Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's sponsor-wide assets grew 19.6%, from $166M to $198M.
Where does Pension Plan of Steamfitters Pension Fund 475 rank by assets among Form 5500 filers? ▼
Pension Plan of Steamfitters Pension Fund 475 ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Rehabilitation Institute of Chicago in IL ($166M, 482 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community First Credit Union Defined Benefit Plan and Trust in WI (468 participants, $76M in assets).

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 226029738.

Read our methodology - how this data is sourced, computed, and verified.

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