Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Plumbers & Steamfitter Pension Trust Fund Pension Plan

Data updated 2026-08-11

$71M
Total assets: 309
Participants: 91st
Percentile by assets: $230,345
Avg per participant

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.

91st percentile by assets (of 139,126 plans)
#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.

$71M
total plan assets (2022 EOY): 309
covered participants: 91st
percentile by assets (of 139,126 plans): $230,345
avg assets per participant

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.

Where Plumbers & Steamfitters Local 248- Pension Trust Plan sits 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

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

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

State

Kentucky

Industry

Construction

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Plumbers & Steamfitters Local 248- Pension Trust Plan reports 309 participants - about 48% of that state average ($71M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$71M
Net Income	-$7M
Employer EIN	311017514
Plan Effective Date	1965-04-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees of Plumbers & Steamfitter Pension Trust Fund plans on file

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

Lg&e and Ku Pension Plan $1.1B · 983
Ashland Hercules Pension Plan $946M · 317
Yum Brands Retirement Plan $754M · 4,539
Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
Ashland Hercules Pension Plan II $415M · 285

Compare Plumbers & Steamfitters Local 248- Pensi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Plumbers & Steamfitters Local 248- Pension Trust Plan by total assets, not by location.

American Pacific Corporation Defined Benefit Pension Plan (UT) $71M · 78
American College of Surgeons Staff Members' Retirement Plan (IL) $71M · 352
Constellation Cash Balance Pension Plan for Bargaining Unit Employees (PA) $71M · 933
Thomas Steel Strip Corp. Pension Plan (OH) $71M · 78

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).

Next read for Plumbers & Steamfitters Local 248- Pensi…

Filing takeaways

Ways to act on Plumbers & Steamfitters Local 248- Pension Trust Plan's numbers.

By total assets, Plumbers & Steamfitters Local 248- Pension Trust Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
Trustees of Plumbers & Steamfitter Pension Trust Fund's sponsor-wide assets have grown 17.8% 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 311017514.