Defined Benefit (Pension) · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 150 Pension Fund Pension Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 728
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $214,209
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 150 Pension Fund · Sponsored by Plumbers & Steamfitters Local 150 Pension Fund · Tennessee · Construction
$156M in assets, 728 participants
Plumbers & Steamfitters Local 150 Pension Fund's Plumbers & Steamfitters Local 150 Pension Fund reported $156M in total assets and 728 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,338 in Construction (9,030 peers)
Where Plumbers & Steamfitters Local 150 Pension Fund sits by assets
Plumbers & Steamfitters Local 150 Pension Fund sits in the top 10% of all filed plans by assets, $156M for 728 participants (~$214,209/participant), up 10.1% in 2023.
- #8,338
- in Construction (9,030 peers)
- +10.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 150 Pension Fund's outsized position by total assets
Plumbers & Steamfitters Local 150 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,944,284 Top 6% higher than 94% 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
Plumbers & Steamfitters Local 150 Pension 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. Plumbers & Steamfitters Local 150 Pension Fund sits mid-pack in the medium band (728 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 150 Pension Fund reported net income rose from -$27M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 150 Pension Fund reported participants fell from 879 in the plan year 2022 filing to 728 in the plan year 2023 filing.
- Plumbers & Steamfitters Local 150 Pension Fund end-of-year assets rose from $142M in the plan year 2022 filing to $156M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 586116699 · Plumbers & Steamfitters Local 150 Pension Fund PY 2023 · Defined Benefit (Pension)
Plumbers & Steamfitters Local 150 Pension Fund · $156M · 728 · 94th
- BOOK $156M
- VS-ST 728
- BOY 94th
- SCH Defined Benefit (Pension)
- EBSA near Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse
- PART ind #8338
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 Tennessee →
Plumbers & Steamfitters Local 150 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $14M |
| Employer EIN | 586116699 |
| Plan Effective Date | 1968-09-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 150 Pension Fund)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 150 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 17.14648625620162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 879 | $142M |
| 2023 | 1 | 728 | $156M |
| 2024 | 1 | 631 | $166M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Plumbers & Steamfitters Local 150 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - Iatse in CA ($156M); by covered participants it is International Transmission Company Retirement Plan in MI (728 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
Similar participant headcount
Nearest other-state filings by covered participants (728 participants); asset peers above are excluded.
- International Transmission Company Retirement Plan (MI) 728 · 0 off
- Sabic Innovative Plastics Pension Plan (TX) 728 · 0 off
- Pension Plan for All Eligible Employees of Crane (CT) 727 · 1 off
- Kirkland & Ellis LLP 2011 Retirement Plan (IL) 727 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.