Money Purchase
2022 plan-year Money Purchase DOL Form 5500

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
Total Assets (2023)
$22M
Participants
385
State
Industry
Construction

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 TypeMoney Purchase
Employer EIN341824808
Plan Effective Date1995-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Plumbers and Steamfitters Local No 42 Retirement Plan?
As of the 2022 Form 5500 filing, Plumbers and Steamfitters Local No 42 Retirement Plan holds $22M in total assets with 385 participants. It is sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln.
What type of plan is Plumbers and Steamfitters Local No 42 Retirement Plan?
Plumbers and Steamfitters Local No 42 Retirement Plan is a Money Purchase plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 341824808.
Who sponsors the Plumbers and Steamfitters Local No 42 Retirement Plan?
Plumbers and Steamfitters Local No 42 Retirement Plan is sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln, located in Ohio. The sponsor's EIN is 341824808 and the plan operates in the Construction industry.
How did Plumbers and Steamfitters Local No 42 Retirement Plan perform in 2022?
Plumbers and Steamfitters Local No 42 Retirement Plan grew by 2.9% during 2022, moving from $22M to $22M in total assets. Net income was $631K.
Where can I find official filings for Plumbers and Steamfitters Local No 42 Retirement Plan?
Official Form 5500 filings for Plumbers and Steamfitters Local No 42 Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341824808 or plan name at efast.dol.gov.
How does Plumbers and Steamfitters Local No 42 Retirement Plan compare to other plans?
You can compare Plumbers and Steamfitters Local No 42 Retirement Plan against other Money Purchase plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.