Defined Benefit (Pension) · DOL Form 5500 · 2022

Steamfitters Local 439 Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
115
Participants Small participant base
86th
Percentile by assets National rank
$360,277
Avg per participant High balance/head
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Official DOL plan name: Steamfitters Local 439 Pension Plan · Sponsored by Steamfitters Local 439 · Illinois · Construction

$41M in assets, 115 participants

Steamfitters Local 439's Steamfitters Local 439 Pension Plan reported $41M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,408 in Construction (9,927 peers)

Coverage in Illinois

Steamfitters Local 439 Pension Plan covers 115 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#8,408
in Construction (9,927 peers)
-17.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steamfitters Local 439 Pension Plan's outsized position by total assets

Steamfitters Local 439 Pension Plan vs every filed plan by assets

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

$41,431,847 Top 14% higher than 86% 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

Steamfitters Local 439 Pension Plan 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. Steamfitters Local 439 Pension Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 371186815 · Steamfitters Local 439 PY 2022 · Defined Benefit (Pension)

Steamfitters Local 439 Pension Plan · $41M · 115 · 86th

  • IND $41M
  • IND 115
  • IND 86th
  • IND Defined Benefit (Pension)
  • IND near Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan
  • IND ind #8408

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 →

Steamfitters Local 439 Pension Plan in the asset neighbourhood

Velocity Credit Union Pension PlanVelocity Credit Union Pensio…$41MColorado Permanente Medical Group, P.C. Cash Balance PlanColorado Permanente Medical …$41MSteamfitters Local 439 Pension PlanSteamfitters Local 439 Pensi…$41MSharp Rees-Stealy Medical Group, Inc. Cash Balance Pension PlanSharp Rees-Stealy Medical Gr…$41MSouthern Star Retirement Plan (Non-Union)Southern Star Retirement Pla…$41M
End-of-year total assets ($M) among Steamfitters Local 439 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$41M
Net Income-$9M
Employer EIN371186815
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steamfitters Local 439)

Sponsor-wide plan assets over time

All Steamfitters Local 439 plans reported in each filing year

Latest sponsor-wide plan assets
$96M 31.637849371121668% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73M $96.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 230 $73M
2023 2 261 $85M
2024 2 265 $96M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Steamfitters Local 439 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Steamfitters Local 439 Pension Plan, Total assets ($B): 0.041431847 · Participants: 115Steamfitters Local 439 Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Steamfitters Local 439 Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Steamfitters Local 439 Pension Plan side-by-side with 3 peers →

Steamfitters Local 439 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan in CA ($41M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Steamfitters Local 439 Pension Plan assets move in 2022? ▼
Steamfitters Local 439 Pension Plan declined sharply - down 17.0% during 2022, from $50M to $41M. Reported net income was -$9M.
How have Steamfitters Local 439 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steamfitters Local 439's sponsor-wide assets grew 31.6%, from $73M to $96M.
Where does Steamfitters Local 439 Pension Plan rank by assets among Form 5500 filers? ▼
Steamfitters Local 439 Pension Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Steamfitters Local 439 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sharp Rees-Stealy Medical Group, Inc. Cash Balance Pension Plan in CA ($41M, 262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steamfitters Local 439 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (115 participants, $37M 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 371186815.

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.