Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, United Association Union Local No. Pension Plan

Data updated 2026-08-06

$965M
Total assets: 3,037
Participants: 99th
Percentile by assets: $317,654
Avg per participant

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.

99th percentile by assets (of 139,258 plans)
#9,826 in Construction (9,938 peers)

Coverage in Oregon

Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan covers 3,037 participants in Oregon, 6.9x the typical Oregon plan (state average ~440 per filing). Assets: $965M.

$965M
total plan assets (2022 EOY): 3,037
covered participants: 99th
percentile by assets (of 139,258 plans): $317,654
avg assets per participant

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.

State

Oregon

Industry

Construction

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan reports 3,037 participants - 6.9x that state average ($965M EOY assets).

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.)

Total plan assets by year, all Board of Trustees, United Association Union Local No. plans on file

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.

Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

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

Compare Ua Local 290 Plumber, Steamfitter & Ship… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan assets move in 2022? ▼

Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan pulled back noticeably - down 11.9% during 2022, from $1.1B to $965M. Reported net income was -$128M.

How have Board of Trustees, United Association Union Local No. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, United Association Union Local No.'s sponsor-wide assets grew 31.5%, from $965M to $1.3B.

Where does Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan rank by assets among Form 5500 filers? ▼

Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Metal Industry Pension Plan in WA ($964M, 1,773 participants).

Next read for Ua Local 290 Plumber, Steamfitter & Ship…

Filing takeaways

Ways to act on Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan's numbers.

By total assets, Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan 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 Oregon. Compare plans
Board of Trustees, United Association Union Local No.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Construction plans

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 936021114.