Defined Benefit (Pension) · DOL Form 5500 · 2023
Plumbers and Steamfitters Local Union No. 33 Retirement Trust Pension Plan
Data updated 2026-08-25
- $293M
- Total assets Near avg plan size
- 1,164
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $252,138
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Iowa · Construction
$293M in assets, 1,164 participants
Plumbers and Steamfitters Local Union No. 33 Retirement Trust's Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported $293M in total assets and 1,164 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,608 in Construction (9,030 peers)
Where Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits by assets
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits in the top 5% of all filed plans by assets, $293M for 1,164 participants (~$252,138/participant), up 12.9% in 2023.
- #8,608
- in Construction (9,030 peers)
- +12.9%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's outsized position by total assets
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$293,488,214 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust lands in the large band (1,164 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported net income rose from -$26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust end-of-year assets rose from $260M in the plan year 2022 filing to $293M in the plan year 2023 filing.
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported participants rose from 1,152 in the plan year 2022 filing to 1,164 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 426086687 · Plumbers and Steamfitters Local Union No. 33 Retirement Trust PY 2023 · Defined Benefit (Pension)
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · $293M · 1,164 · 96th
- PCT $293M
- PCT 1,164
- PCT 96th
- PCT Defined Benefit (Pension)
- PCT near The Retirement Plan of Central Georgia Health Systems, Inc.
- PCT ind #8608
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 Iowa →
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $34M |
| Employer EIN | 426086687 |
| Plan Effective Date | 1953-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Steamfitters Local Union No. 33 Retirement Trust)
Sponsor-wide plan assets over time
All Plumbers and Steamfitters Local Union No. 33 Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $331M 27.377167328385895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,152 | $260M |
| 2023 | 1 | 1,164 | $293M |
| 2024 | 1 | 1,233 | $331M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of Central Georgia Health Systems, Inc. in GA ($293M); by covered participants it is Pension Plan for Employees of Mount Nittany Medical Center in PA (1,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($293M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,164 participants); asset peers above are excluded.
- Pension Plan for Employees of Mount Nittany Medical Center (PA) 1,164 · 0 off
- National Girl Scout Council Retirement Plan (NY) 1,166 · 2 off
- Laborers Local Union No. 158 Pension Plan (PA) 1,166 · 2 off
- Transportation Communications Union Pension Fund (NJ) 1,167 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.