Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees Plumbers & Fitters Local Union 295 Pension Fund Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
259
Participants Below avg headcount
87th
Percentile by assets National rank
$229,782
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers & Fitters Local Union 295 Pension Plan · Sponsored by Trustees Plumbers & Fitters Local Union 295 Pension Fund · Florida · Construction

$60M in assets, 259 participants

Trustees Plumbers & Fitters Local Union 295 Pension Fund's Plumbers & Fitters Local Union 295 Pension Plan reported $60M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,688 in Construction (9,030 peers)

Coverage in Florida

Plumbers & Fitters Local Union 295 Pension Plan covers 259 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $60M.

#7,688
in Construction (9,030 peers)
+19.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Plumbers & Fitters Local Union 295 Pension Plan's outsized position by total assets

Plumbers & Fitters Local Union 295 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$59,513,578 Top 13% higher than 87% of 127,068 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 2023

Plumbers & Fitters Local Union 295 Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Fitters Local Union 295 Pension Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Fitters Local Union 295 Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Plumbers & Fitters Local Union 295 Pension Plan end-of-year assets rose from $50M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Plumbers & Fitters Local Union 295 Pension Plan reported participants fell from 285 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 596486522 · Trustees Plumbers & Fitters Local Union 295 Pension Fund PY 2023 · Defined Benefit (Pension)

Plumbers & Fitters Local Union 295 Pension Plan · $60M · 259 · 87th

  • 5500 $60M
  • 5500 259
  • 5500 87th
  • 5500 Defined Benefit (Pension)
  • 5500 near Signature Healthcare Retirement Plan C
  • 5500 ind #7688

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 Florida →

Plumbers & Fitters Local Union 295 Pension Plan in the asset neighbourhood

Ufcw Heartland Pension Fund$60MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$60MPlumbers & Fitters Local Union 295 Pension PlanPlumbers & Fitters Local Uni…$60MBessemer Non-Contributory Pension PlanBessemer Non-Contributory Pe…$59MThe Retirement Plan for Employees of the Estate of Thomas O'connorThe Retirement Plan for Empl…$59M
End-of-year total assets ($M) among Plumbers & Fitters Local Union 295 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN596486522
Plan Effective Date1963-03-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Plumbers & Fitters Local Union 295 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Plumbers & Fitters Local Union 295 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$71M 43.888301849607465% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.7M $71.5M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 285 $50M
2023 1 259 $60M
2024 1 244 $71M

Nearby Defined Benefit (Pension) Plans in Florida

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

Plumbers & Fitters Local Union 295 Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Plumbers & Fitters Local Union 295 Pension Plan, Total assets ($B): 0.059513578 · Participants: 259Plumbers & Fitters Local Union 295 Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Plumbers & Fitters Local Union 295 Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Plumbers & Fitters Local Union 295 Pension Plan side-by-side with 3 peers →

Plumbers & Fitters Local Union 295 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Signature Healthcare Retirement Plan C in MA ($60M); by covered participants it is Merrimack Mutual Fire Insurance Company Retirement Plan in MA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plumbers & Fitters Local Union 295 Pension Plan assets move in 2023? ▼
Plumbers & Fitters Local Union 295 Pension Plan grew sharply - up 19.8% during 2023, from $50M to $60M. Reported net income was $10M.
How have Trustees Plumbers & Fitters Local Union 295 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Plumbers & Fitters Local Union 295 Pension Fund's sponsor-wide assets grew 43.9%, from $50M to $71M.
Where does Plumbers & Fitters Local Union 295 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers & Fitters Local Union 295 Pension Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers & Fitters Local Union 295 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Signature Healthcare Retirement Plan C in MA ($60M, 264 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers & Fitters Local Union 295 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merrimack Mutual Fire Insurance Company Retirement Plan in MA (259 participants, $390M in assets).

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 596486522.

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.