Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Plumbers & Steamfitter Pension Trust Fund Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
309
Participants Below avg headcount
91st
Percentile by assets National rank
$230,345
Avg per participant Above avg balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 248- Pension Trust Plan · Sponsored by Trustees of Plumbers & Steamfitter Pension Trust Fund · Kentucky · Construction

$71M in assets, 309 participants

Trustees of Plumbers & Steamfitter Pension Trust Fund's Plumbers & Steamfitters Local 248- Pension Trust Plan reported $71M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,855 in Construction (9,927 peers)

Coverage in Kentucky

Plumbers & Steamfitters Local 248- Pension Trust Plan covers 309 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $71M.

#8,855
in Construction (9,927 peers)
-9.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plumbers & Steamfitters Local 248- Pension Trust Plan's outsized position by total assets

Plumbers & Steamfitters Local 248- Pension Trust Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$71,176,734 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Plumbers & Steamfitters Local 248- Pension Trust Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local 248- Pension Trust Plan sits mid-pack in the medium band (309 participants).

EBSA filing schedule strip

Filing strip 311017514 · Trustees of Plumbers & Steamfitter Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Plumbers & Steamfitters Local 248- Pension Trust Plan · $71M · 309 · 91st

  • BOY $71M
  • BOY 309
  • BOY 91st
  • BOY Defined Benefit (Pension)
  • BOY near American Pacific Corporation Defined Benefit Pension Plan
  • BOY ind #8855

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 Kentucky →

Plumbers & Steamfitters Local 248- Pension Trust Plan in the asset neighbourhood

American Pacific Corporation Defined Benefit Pension PlanAmerican Pacific Corporation…$71MPlumbers & Steamfitters Local 248- Pension Trust PlanPlumbers & Steamfitters Loca…$71MAmerican College of Surgeons Staff Members' Retirement PlanAmerican College of Surgeons…$71MConstellation Cash Balance Pension Plan for Bargaining Unit EmployeesConstellation Cash Balance P…$71MThomas Steel Strip Corp. Pension PlanThomas Steel Strip Corp. Pen…$71M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 248- Pension Trust Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$71M
Net Income-$7M
Employer EIN311017514
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Plumbers & Steamfitter Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees of Plumbers & Steamfitter Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$84M 17.816140594481336% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $71.2M $83.9M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 309 $71M
2023 1 309 $80M
2024 1 321 $84M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Plumbers & Steamfitters Local 248- Pension Trust Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 00.511.5 Total assets ($B) Participants Plumbers & Steamfitters Local 248- Pension Trust Plan, Total assets ($B): 0.071176734 · Participants: 309Plumbers & Steamfitters Local 248- Pension Trust PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Plumbers & Steamfitters Local 248- Pension Trust Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Plumbers & Steamfitters Local 248- Pension Trust Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 248- Pension Trust Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is American Pacific Corporation Defined Benefit Pension Plan in UT ($71M); by covered participants it is Teamster Affiliates Pension Plan in DC (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plumbers & Steamfitters Local 248- Pension Trust Plan assets move in 2022? ▼
Plumbers & Steamfitters Local 248- Pension Trust Plan pulled back noticeably - down 9.0% during 2022, from $78M to $71M. Reported net income was -$7M.
How have Trustees of Plumbers & Steamfitter Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Plumbers & Steamfitter Pension Trust Fund's sponsor-wide assets grew 17.8%, from $71M to $84M.
Where does Plumbers & Steamfitters Local 248- Pension Trust Plan rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local 248- Pension Trust Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers & Steamfitters Local 248- Pension Trust Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Pacific Corporation Defined Benefit Pension Plan in UT ($71M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers & Steamfitters Local 248- Pension Trust Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamster Affiliates Pension Plan in DC (309 participants, $234M in assets).

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 311017514.

Read our methodology - how this data is sourced, computed, and verified.

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