Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, United Association Union Local No. Pension Plan
Data updated 2026-08-25
- $965M
- Total assets Above avg plan size
- 3,037
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $317,654
- Avg per participant High balance/head
Official DOL plan name: Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan · Sponsored by Board of Trustees, United Association Union Local No. · Oregon · Construction
$965M in assets, 3,037 participants
Board of Trustees, United Association Union Local No.'s Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan reported $965M in total assets and 3,037 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,815 in Construction (9,927 peers)
Coverage in Oregon
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan covers 3,037 participants in Oregon, 6.8x the typical Oregon plan (state average ~443 per filing). Assets: $965M.
- #9,815
- in Construction (9,927 peers)
- -11.9%
- assets change YoY
- 9.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $128M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan's outsized position by total assets
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$964,714,746 Top 1% higher than 99% 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
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan lands in the large band (3,037 participants).
Plan-year Form 5500 strip
Filing strip 936021114 · Board of Trustees, United Association Union Local No. PY 2022 · Defined Benefit (Pension)
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan · $965M · 3,037 · 99th
- VS-ST $965M
- BOY 3,037
- SCH 99th
- EBSA Defined Benefit (Pension)
- PART near Western Metal Industry Pension Plan
- TYPE ind #9815
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 Oregon →
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $958M |
| Net Income | -$128M |
| Employer EIN | 936021114 |
| Plan Effective Date | 1961-07-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, United Association Union Local No.)
Sponsor-wide plan assets over time
All Board of Trustees, United Association Union Local No. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 31.454985243897166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,037 | $965M |
| 2023 | 1 | 3,351 | $1.1B |
| 2024 | 1 | 3,464 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Oregon Retail Employees Pension Plan $983M · 23,156
- Precision Castparts Corp. Retirement Plan $918M · 2,212
- Edison Pension Plan $846M · 4,287
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Western Metal Industry Pension Plan in WA ($964M); by covered participants it is Mclaren Employees' Pension Plan in MI (3,037 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($965M here).
- Western Metal Industry Pension Plan (WA) $964M · 1,773
- Desert States Employers & Ufcw Unions Pension Plan (AZ) $960M · 25,673
- Ufcw Local 1262 & Employers Pension Fund (NJ) $960M · 5,855
- Group Retirement Income Plan No.16 (IL) $960M · 3,722
Similar participant headcount
Nearest other-state filings by covered participants (3,037 participants); asset peers above are excluded.
- Mclaren Employees' Pension Plan (MI) 3,037 · 0 off
- General Dynamics Retirement Plan (Commercial) (VA) 3,036 · 1 off
- Blue Cross and Blue Shield of Minnesota Pension Plan (MN) 3,029 · 8 off
- Foster Farms Group Pension Plan (CA) 3,051 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.