Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund Pension Plan

Data updated 2026-08-11

$138M
Total assets
465
Participants
94th
Percentile by assets
$297,549
Avg per participant
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Official DOL plan name: U.a. Plumbers 63 & Steamfitters 353 Joint Pension · Sponsored by Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund · Indiana · Construction

$138M in assets, 465 participants

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported $138M in total assets and 465 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #9,253 in Construction (9,927 peers)

Where U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits by assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits in the top 10% of all filed plans by assets, $138M for 465 participants (~$297,549/participant), down 3.5% in 2022.

$138M
total plan assets (2022 EOY)
465
covered participants
94th
percentile by assets (of 139,126 plans)
$297,549
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits by total assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs every filed plan by assets

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

$138,360,194 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Construction

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs the 2022 asset distribution

By assets, U.a. Plumbers 63 & Steamfitters 353 Joint Pension outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$138M
Net Income-$5M
Employer EIN376118084
Plan Effective Date1965-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund)

$135M$140M$145M$150M$155M 202220232024 $138M $152M ▲ +10.1%
Total plan assets by year, all Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plans on file
Year Plans Participants Total Assets
2022 1 465 $138M
2023 1 481 $145M
2024 1 497 $152M

Nearby Defined Benefit (Pension) Plans in Indiana

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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants U.a. Plumbers 63 & S…, Total assets ($B): 0.138360194 · Participants: 465U.a. Plumbers 63 & S…The Lilly Retirement…, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement…Cummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pen…, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pen…Elevance Health Cash…, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash…Nisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare U.a. Plumbers 63 & Steamfitters 353 Join… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to U.a. Plumbers 63 & Steamfitters 353 Joint Pension by total assets, not by location.

Frequently Asked Questions

How did U.a. Plumbers 63 & Steamfitters 353 Joint Pension assets move in 2022? ▼
U.a. Plumbers 63 & Steamfitters 353 Joint Pension edged down modestly - down 3.5% during 2022, from $143M to $138M. Reported net income was -$5M.
How have Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's sponsor-wide assets grew 10.1%, from $138M to $152M.
Where does U.a. Plumbers 63 & Steamfitters 353 Joint Pension rank by assets among Form 5500 filers? ▼
U.a. Plumbers 63 & Steamfitters 353 Joint Pension ranks in the 94th 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 U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smart & Final Pension Plan in CA ($138M, 1,468 participants).

Next read for U.a. Plumbers 63 & Steamfitters 353 Join…

Scale reading

Ways to act on U.a. Plumbers 63 & Steamfitters 353 Joint Pension's numbers.

  • By total assets, U.a. Plumbers 63 & Steamfitters 353 Joint Pension 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 Indiana. Compare plans
  • Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's sponsor-wide assets have grown 10.1% 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 376118084.

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.