Defined Benefit (Pension) · DOL Form 5500 · 2022

United Assn of Plumbers and Steamfitters 521 Pension Fd Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
130
Participants Small participant base
83rd
Percentile by assets National rank
$234,142
Avg per participant Above avg balance/head
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Official DOL plan name: United Assn of Plumbers and Steamfitters 521 Pension Fund · Sponsored by United Assn of Plumbers and Steamfitters 521 Pension Fd · West Virginia · Administrative & Support Services

$30M in assets, 130 participants

United Assn of Plumbers and Steamfitters 521 Pension Fd's United Assn of Plumbers and Steamfitters 521 Pension Fund reported $30M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,541 in Administrative & Support Services (4,927 peers)

Coverage in West Virginia

United Assn of Plumbers and Steamfitters 521 Pension Fund covers 130 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $30M.

#4,541
in Administrative & Support Services (4,927 peers)
+4.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Assn of Plumbers and Steamfitters 521 Pension Fund's outsized position by total assets

United Assn of Plumbers and Steamfitters 521 Pension Fund vs every filed plan by assets

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

$30,438,485 Top 17% higher than 83% 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

United Assn of Plumbers and Steamfitters 521 Pension Fund 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. United Assn of Plumbers and Steamfitters 521 Pension Fund sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 556039031 · United Assn of Plumbers and Steamfitters 521 Pension Fd PY 2022 · Defined Benefit (Pension)

United Assn of Plumbers and Steamfitters 521 Pension Fund · $30M · 130 · 83rd

  • TYPE $30M
  • TYPE 130
  • TYPE 83rd
  • TYPE Defined Benefit (Pension)
  • TYPE near W.R. Grace & Co. Retirement Plan for Lake Charles Plant
  • TYPE ind #4541

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 Administrative & Support Services retirement plans → · Plans in West Virginia →

United Assn of Plumbers and Steamfitters 521 Pension Fund in the asset neighbourhood

Sbera Pension Plan as Adopted by Watertown Savings BankSbera Pension Plan as Adopte…$30MDechert LLP Partners Defined Benefit Plan IIDechert LLP Partners Defined…$30MW.R. Grace & Co. Retirement Plan for Lake Charles PlantW.R. Grace & Co. Retirement …$30MUnited Assn of Plumbers and Steamfitters 521 Pension FundUnited Assn of Plumbers and …$30ML3harris Keo Pension Plan$30M
End-of-year total assets ($M) among United Assn of Plumbers and Steamfitters 521 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN556039031
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Assn of Plumbers and Steamfitters 521 Pension Fd)

Sponsor-wide plan assets over time

All United Assn of Plumbers and Steamfitters 521 Pension Fd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.600775629930336% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.4M $36.7M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 130 $30M
2023 1 131 $34M
2024 1 139 $37M

Nearby Defined Benefit (Pension) Plans in West Virginia

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

United Assn of Plumbers and Steamfitters 521 Pension Fund vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600 Total assets ($M) Participants United Assn of Plumbers and Steamfitters 521 Pension Fund, Total assets ($M): 30.438485 · Participants: 130United Assn of Plumbers and Steamfitters 521 Pension FundWest Virginia Laborers Pension Trust Fund, Total assets ($M): 501.727963 · Participants: 2131West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 492.255027 · Participants: 1691I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 431.832443 · Participants: 243United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175&505 Pension Trust Fund, Total assets ($M): 386.103888 · Participants: 1435Employer - Teamsters Local Nos 175&505 Pension Trust FundCarpenters Pension Fund of West Virginia, Total assets ($M): 275.717491 · Participants: 1310Carpenters Pension Fund of West Virginia
United Assn of Plumbers and Steamfitters 521 Pension Fund vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare United Assn of Plumbers and Steamfitters 521 Pension Fund side-by-side with 3 peers →

United Assn of Plumbers and Steamfitters 521 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Lake Charles Plant in MD ($30M); by covered participants it is Components Pension Plan for Puerto Rico in PR (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 United Assn of Plumbers and Steamfitters 521 Pension Fund assets move in 2022? ▼
United Assn of Plumbers and Steamfitters 521 Pension Fund edged up modestly - up 4.8% during 2022, from $29M to $30M. Reported net income was $1M.
How have United Assn of Plumbers and Steamfitters 521 Pension Fd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Assn of Plumbers and Steamfitters 521 Pension Fd's sponsor-wide assets grew 20.6%, from $30M to $37M.
Where does United Assn of Plumbers and Steamfitters 521 Pension Fund rank by assets among Form 5500 filers? ▼
United Assn of Plumbers and Steamfitters 521 Pension Fund ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Assn of Plumbers and Steamfitters 521 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. Retirement Plan for Lake Charles Plant in MD ($30M, 289 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Assn of Plumbers and Steamfitters 521 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Components Pension Plan for Puerto Rico in PR (130 participants, $180M 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 556039031.

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.