Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$138M
Total assets Near avg plan size
465
Participants Below avg headcount
94th
Percentile by assets National rank
$297,549
Avg per participant High balance/head
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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.

  • #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.

#9,253
in Construction (9,927 peers)
-3.5%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's outsized position 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 $2,050,000,000 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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension 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. U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits mid-pack in the medium band (465 participants).

DOL schedule card

Filing strip 376118084 · Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund PY 2022 · Defined Benefit (Pension)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension · $138M · 465 · 94th

  • VS-ST $138M
  • VS-ST 465
  • VS-ST 94th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Smart & Final Pension Plan
  • VS-ST ind #9253

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 Indiana →

U.a. Plumbers 63 & Steamfitters 353 Joint Pension in the asset neighbourhood

St. John's Riverside Hospital Retirement Assistance PlanSt. John's Riverside Hospita…$139MSmart & Final Pension Plan$138MU.a. Plumbers 63 & Steamfitters 353 Joint PensionU.a. Plumbers 63 & Steamfitt…$138MMead Johnson & Company Retirement PlanMead Johnson & Company Retir…$138MRetirement Income Plan for Employees of Eisenhower Medical CenterRetirement Income Plan for E…$138M
End-of-year total assets ($M) among U.a. Plumbers 63 & Steamfitters 353 Joint Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plans reported in each filing year

Latest sponsor-wide plan assets
$152M 10.068958128231593% vs 2022
2024 filing year
$135M$140M$145M$150M$155M 202220232024 $138M $152M ▲ +10.1%
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 ($B) Participants U.a. Plumbers 63 & Steamfitters 353 Joint Pension, Total assets ($B): 0.138360194 · Participants: 465U.a. Plumbers 63 & Steamfitters 353 Joint PensionThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource 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 Joint Pension side-by-side with 3 peers →

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Smart & Final Pension Plan in CA ($138M); by covered participants it is Troutman Pepper Cash Balance Plan in GA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Troutman Pepper Cash Balance Plan in GA (465 participants, $124M 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 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.