Other
2023 plan-year Other DOL Form 5500

PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND

This Other plan holds $759M in total assets and serves 2,521 participants as of 2023. It is sponsored by TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND in Missouri. The plan reported positive net income of $72M for the year.

Total Assets (2023)
$759M
Participants
2,521
State
Industry
Construction

What the Filing Says About PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND

PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND is a Other retirement plan sponsored by TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $759M in total end-of-year assets and covers 2,521 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 430759836, and the plan has been effective since 1959-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $687M at the beginning of 2023 to $759M at year-end — a gain of 10.5%. Net assets (after liabilities) closed the year at $758M, with reported net income of $72M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$687M
Total Assets (End of Year)$759M
Net Assets (End of Year)$758M
Net Income$72M
Plan TypeOther
Employer EIN430759836
Plan Effective Date1959-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND)

Year Plans Participants Total Assets
2022 1 2,329 $687M
2023 1 2,521 $759M
2024 1 2,636 $818M

Nearby Other Plans in Missouri

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND?
As of the 2023 Form 5500 filing, PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND holds $759M in total assets with 2,521 participants. It is sponsored by TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND.
What type of plan is PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND?
PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND is a Other plan. It has been effective since 1959-08-01. The plan is filed with the U.S. Department of Labor under EIN 430759836.
Who sponsors the PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND?
PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND is sponsored by TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND, located in Missouri. The sponsor's EIN is 430759836 and the plan operates in the Construction industry.
How did PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND perform in 2023?
PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND grew by 10.5% during 2023, moving from $687M to $759M in total assets. Net income was $72M.
Where can I find official filings for PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND?
Official Form 5500 filings for PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430759836 or plan name at efast.dol.gov.
How does PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND compare to other plans?
You can compare PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND against other Other plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 430759836.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.