Defined Benefit (Pension) · DOL Form 5500 · 2022

Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees Pension Plan

Data updated 2026-08-11

$135M
Total assets
352
Participants
94th
Percentile by assets
$383,952
Avg per participant
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Official DOL plan name: Plumbers & Steamfitters Local #137 Pension Fund · Sponsored by Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees · Illinois · Construction

$135M in assets, 352 participants

Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees's Plumbers & Steamfitters Local #137 Pension Fund reported $135M in total assets and 352 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)
  • #9,236 in Construction (9,927 peers)

Coverage in Illinois

Plumbers & Steamfitters Local #137 Pension Fund covers 352 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $135M.

$135M
total plan assets (2022 EOY)
352
covered participants
94th
percentile by assets (of 139,126 plans)
$383,952
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Plumbers & Steamfitters Local #137 Pension Fund sits by total assets

Plumbers & Steamfitters Local #137 Pension Fund vs every filed plan by assets

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

$135,151,236 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
Illinois
Industry
Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Plumbers & Steamfitters Local #137 Pension Fund reports 352 participants - about 45% of that state average ($135M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$135M
Net Income-$16M
Employer EIN366136791
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees)

$130M$135M$140M$145M$150M$155M 202220232024 $135M $150M ▲ +10.9%
Total plan assets by year, all Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees plans on file
Year Plans Participants Total Assets
2022 1 352 $135M
2023 1 399 $147M
2024 1 421 $150M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Plumbers & Steamfitters Local #137 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Plumbers & Steamfitt…, Total assets ($B): 0.135151236 · Participants: 352Plumbers & Steamfitt…Central States, Sout…, Total assets ($B): 42.629770802 · Participants: 50096Central States, Sout…State Farm Insurance…, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance…United Food & Commer…, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commer…John Deere Pension P…, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension P…Abbott Laboratories …, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories …
Plumbers & Steamfitters Local #137 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Plumbers & Steamfitters Local #137 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 #137 Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Steamfitters Local #137 Pension Fund assets move in 2022? ▼
Plumbers & Steamfitters Local #137 Pension Fund pulled back noticeably - down 10.4% during 2022, from $151M to $135M. Reported net income was -$16M.
How have Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees's sponsor-wide assets grew 10.9%, from $135M to $150M.
Where does Plumbers & Steamfitters Local #137 Pension Fund rank by assets among Form 5500 filers? ▼
Plumbers & Steamfitters Local #137 Pension Fund 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 Plumbers & Steamfitters Local #137 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cmg Hourly Pension Plan in AL ($135M, 1,242 participants).

Next read for Plumbers & Steamfitters Local #137 Pensi…

Filing takeaways

Ways to act on Plumbers & Steamfitters Local #137 Pension Fund's numbers.

  • By total assets, Plumbers & Steamfitters Local #137 Pension Fund 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 Illinois. Compare plans
  • Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees's sponsor-wide assets have grown 10.9% 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 366136791.

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.