Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Steamfitters Industry Pension Fund Pension Plan

Data updated 2026-08-25

$430M
Total assets Above avg plan size
2,090
Participants Near avg headcount
97th
Percentile by assets National rank
$205,746
Avg per participant Above avg balance/head
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Official DOL plan name: Steamfitters Industry Pension Fund · Sponsored by Board of Trustees Steamfitters Industry Pension Fund · New York · Construction

$430M in assets, 2,090 participants

Board of Trustees Steamfitters Industry Pension Fund's Steamfitters Industry Pension Fund reported $430M in total assets and 2,090 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,731 in Construction (9,030 peers)

Coverage in New York

Steamfitters Industry Pension Fund covers 2,090 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $430M.

#8,731
in Construction (9,030 peers)
+3.0%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Steamfitters Industry Pension Fund's outsized position by total assets

Steamfitters Industry Pension Fund vs every filed plan by assets

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

$430,009,301 Top 3% higher than 97% 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

Steamfitters Industry Pension Fund'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. Steamfitters Industry Pension Fund lands in the large band (2,090 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steamfitters Industry Pension Fund reported net income rose from -$197M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Steamfitters Industry Pension Fund reported participants fell from 2,384 in the plan year 2022 filing to 2,090 in the plan year 2023 filing.
  • Steamfitters Industry Pension Fund end-of-year assets rose from $417M in the plan year 2022 filing to $430M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 136149680 · Board of Trustees Steamfitters Industry Pension Fund PY 2023 · Defined Benefit (Pension)

Steamfitters Industry Pension Fund · $430M · 2,090 · 97th

  • PART $430M
  • PART 2,090
  • PART 97th
  • PART Defined Benefit (Pension)
  • PART near Teamsters' Local 301 Pension Plan
  • PART ind #8731

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 New York →

Steamfitters Industry Pension Fund in the asset neighbourhood

Torrance Health Association Employees Retirement PlanTorrance Health Association …$431MSfb Casualty Ins Co Retirement PlanSfb Casualty Ins Co Retireme…$431MSteamfitters Industry Pension FundSteamfitters Industry Pensio…$430MTeamsters' Local 301 Pension PlanTeamsters' Local 301 Pension…$429MAlabama Farmers Federation and Affiliated Companies Retirement PlanAlabama Farmers Federation a…$429M
End-of-year total assets ($M) among Steamfitters Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$417M
Net Assets (End of Year)$430M
Net Income$13M
Employer EIN136149680
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Steamfitters Industry Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Steamfitters Industry Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$461M 10.355478205743838% vs 2022
2024 filing year
$400M$420M$440M$460M$480M 202220232024 $417M $461M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2,384 $417M
2023 1 2,090 $430M
2024 1 1,981 $461M

Nearby Defined Benefit (Pension) Plans in New York

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

Steamfitters Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Steamfitters Industry Pension Fund, Total assets ($B): 0.430009301 · Participants: 2090Steamfitters Industry Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Steamfitters Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Steamfitters Industry Pension Fund side-by-side with 3 peers →

Steamfitters Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Teamsters' Local 301 Pension Plan in IL ($429M); by covered participants it is Exelon Corporation Pension Plan for Bargaining Unit Employees in IL (2,091 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,090 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 Steamfitters Industry Pension Fund assets move in 2023? ▼
Steamfitters Industry Pension Fund edged up modestly - up 3.0% during 2023, from $417M to $430M. Reported net income was $13M.
How have Board of Trustees Steamfitters Industry Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Steamfitters Industry Pension Fund's sponsor-wide assets grew 10.4%, from $417M to $461M.
Where does Steamfitters Industry Pension Fund rank by assets among Form 5500 filers? ▼
Steamfitters Industry Pension Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Steamfitters Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters' Local 301 Pension Plan in IL ($429M, 743 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steamfitters Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exelon Corporation Pension Plan for Bargaining Unit Employees in IL (2,091 participants, $124M 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 136149680.

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.