Plumbers and Steamfitters Local No 42 Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln · Ohio · Construction
What the 2023 filing shows
Plumbers and Steamfitters Local No 42 Retirement Plan holds $22M for 385 participants — about $57,855 per participant, up 2.9% over the 2022 plan year.
- $22M
- total plan assets (2022 EOY)
- 385
- covered participants
- $57,855
- avg assets per participant
- +2.9%
- assets growth YoY
What the Filing Says About Plumbers and Steamfitters Local No 42 Retirement Plan
Plumbers and Steamfitters Local No 42 Retirement Plan is a Money Purchase retirement plan sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 385 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 341824808, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $22M at the beginning of 2022 to $22M at year-end — a gain of 2.9%. Net assets (after liabilities) closed the year at $22M, with reported net income of $631K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $22M |
| Total Assets (End of Year) | $22M |
| Net Assets (End of Year) | $22M |
| Net Income | $631K |
| Plan Type | Money Purchase |
| Employer EIN | 341824808 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 385 | $22M |
| 2023 | 1 | 378 | $24M |
| 2024 | 1 | 422 | $27M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $343M · 2,443
Related Data
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Frequently Asked Questions
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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 341824808.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.