Defined Benefit (Pension) · DOL Form 5500 · 2023

United Steelworkers Local 14614 Pension Trust Board of Trustees Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
274
Participants Below avg headcount
83rd
Percentile by assets National rank
$150,444
Avg per participant Above avg balance/head
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Official DOL plan name: United Steelworkers Local 14614 Pension Trust Fund · Sponsored by United Steelworkers Local 14614 Pension Trust Board of Trustees · Kentucky · Construction

$41M in assets, 274 participants

United Steelworkers Local 14614 Pension Trust Board of Trustees's United Steelworkers Local 14614 Pension Trust Fund reported $41M in total assets and 274 participants in its 2023 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.

  • #7,354 in Construction (9,030 peers)

Coverage in Kentucky

United Steelworkers Local 14614 Pension Trust Fund covers 274 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $41M.

#7,354
in Construction (9,030 peers)
+5.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

United Steelworkers Local 14614 Pension Trust Fund's outsized position by total assets

United Steelworkers Local 14614 Pension Trust Fund vs every filed plan by assets

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

$41,221,791 Top 17% higher than 83% 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

United Steelworkers Local 14614 Pension Trust Fund 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. United Steelworkers Local 14614 Pension Trust Fund sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Steelworkers Local 14614 Pension Trust Fund reported net income rose from -$11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Steelworkers Local 14614 Pension Trust Fund reported participants fell from 360 in the plan year 2022 filing to 274 in the plan year 2023 filing.
  • United Steelworkers Local 14614 Pension Trust Fund end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 550549322 · United Steelworkers Local 14614 Pension Trust Board of Trustees PY 2023 · Defined Benefit (Pension)

United Steelworkers Local 14614 Pension Trust Fund · $41M · 274 · 83rd

  • VS-ST $41M
  • VS-ST 274
  • VS-ST 83rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Guthrie Cortland Medical Center Pension Plan
  • VS-ST ind #7354

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 Kentucky →

United Steelworkers Local 14614 Pension Trust Fund in the asset neighbourhood

Pension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$41MRetirement Plan for Employees of Ranken Technical CollegeRetirement Plan for Employee…$41MNnss Igan Pension Plan$41MUnited Steelworkers Local 14614 Pension Trust FundUnited Steelworkers Local 14…$41MGuthrie Cortland Medical Center Pension PlanGuthrie Cortland Medical Cen…$41M
End-of-year total assets ($M) among United Steelworkers Local 14614 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN550549322
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Steelworkers Local 14614 Pension Trust Board of Trustees)

Sponsor-wide plan assets over time

All United Steelworkers Local 14614 Pension Trust Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$52M 11.998617234046122% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $46.2M $51.8M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 705 $46M
2023 2 950 $49M
2024 2 855 $52M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

United Steelworkers Local 14614 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants United Steelworkers Local 14614 Pension Trust Fund, Total assets ($B): 0.041221791 · Participants: 274United Steelworkers Local 14614 Pension Trust FundLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
United Steelworkers Local 14614 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare United Steelworkers Local 14614 Pension Trust Fund side-by-side with 3 peers →

United Steelworkers Local 14614 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Guthrie Cortland Medical Center Pension Plan in NY ($41M); by covered participants it is Oneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees in AL (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 United Steelworkers Local 14614 Pension Trust Fund assets move in 2023? ▼
United Steelworkers Local 14614 Pension Trust Fund grew at a solid clip - up 5.0% during 2023, from $39M to $41M. Reported net income was $2M.
How have United Steelworkers Local 14614 Pension Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Steelworkers Local 14614 Pension Trust Board of Trustees's sponsor-wide assets grew 12.0%, from $46M to $52M.
Where does United Steelworkers Local 14614 Pension Trust Fund rank by assets among Form 5500 filers? ▼
United Steelworkers Local 14614 Pension Trust Fund ranks in the 83rd 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 United Steelworkers Local 14614 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Guthrie Cortland Medical Center Pension Plan in NY ($41M, 218 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Steelworkers Local 14614 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oneal Steel Consolidated Pension Plan for Salaried, Hourly and Union Employees in AL (274 participants, N/A 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 550549322.

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.