Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Steamfitters Lu 420 Pension Plan Pension Plan

Data updated 2026-08-11

$556M
Total assets
2,457
Participants
98th
Percentile by assets
$226,247
Avg per participant
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Official DOL plan name: Steamfitters Local Union No. 420 Pension Plan · Sponsored by Board of Trustees of Steamfitters Lu 420 Pension Plan · Pennsylvania · Construction

$556M in assets, 2,457 participants

Board of Trustees of Steamfitters Lu 420 Pension Plan's Steamfitters Local Union No. 420 Pension Plan reported $556M in total assets and 2,457 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #9,732 in Construction (9,927 peers)

Coverage in Pennsylvania

Steamfitters Local Union No. 420 Pension Plan covers 2,457 participants in Pennsylvania, 3.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $556M.

$556M
total plan assets (2022 EOY)
2,457
covered participants
98th
percentile by assets (of 139,126 plans)
$226,247
avg assets per participant

The plan reported a net loss of $88M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Steamfitters Local Union No. 420 Pension Plan reports 2,457 participants - 3.0x that state average ($556M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$644M
Net Assets (End of Year)$555M
Net Income-$88M
Employer EIN232004424
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Steamfitters Lu 420 Pension Plan)

$500M$550M$600M$650M$700M 202220232024 $556M $644M ▲ +15.9%
Total plan assets by year, all Board of Trustees of Steamfitters Lu 420 Pension Plan plans on file
Year Plans Participants Total Assets
2022 1 2,457 $556M
2023 1 2,456 $646M
2024 1 2,398 $644M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Steamfitters Local Union No. 420 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Steamfitters Local Union No. 420 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Steamfitters Local U…National Elevator In…Steelworkers Pension…The PNC Financial Se…Constellation Retire…The Bank of New York…
Steamfitters Local Union No. 420 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Steamfitters Local Union No. 420 Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Steamfitters Local Union No. 420 Pension Plan assets move in 2022?
Steamfitters Local Union No. 420 Pension Plan pulled back noticeably - down 13.7% during 2022, from $644M to $556M. Reported net income was -$88M.
How have Board of Trustees of Steamfitters Lu 420 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Steamfitters Lu 420 Pension Plan's sponsor-wide assets grew 15.9%, from $556M to $644M.
Where does Steamfitters Local Union No. 420 Pension Plan rank by assets among Form 5500 filers?
Steamfitters Local Union No. 420 Pension Plan ranks in the 98th 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 Steamfitters Local Union No. 420 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meritor, Inc. Retirement Plan in IN ($556M, 679 participants).

Next read for Steamfitters Local Union No. 420 Pension…

Filing takeaways

Ways to act on Steamfitters Local Union No. 420 Pension Plan's numbers.

  • By total assets, Steamfitters Local Union No. 420 Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Board of Trustees of Steamfitters Lu 420 Pension Plan's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Construction plans