Defined Benefit (Pension) · DOL Form 5500 · 2023

Plumbers Local 27 Pension Fund Pension Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
483
Participants Below avg headcount
93rd
Percentile by assets National rank
$288,819
Avg per participant High balance/head
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Official DOL plan name: Plumbers Local 27 Pension Fund · Sponsored by Plumbers Local 27 Pension Fund · Pennsylvania · Construction

$139M in assets, 483 participants

Plumbers Local 27 Pension Fund's Plumbers Local 27 Pension Fund reported $139M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,273 in Construction (9,030 peers)

Where Plumbers Local 27 Pension Fund sits by assets

Plumbers Local 27 Pension Fund sits in the top 10% of all filed plans by assets, $139M for 483 participants (~$288,819/participant), up 13.1% in 2023.

#8,273
in Construction (9,030 peers)
+13.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Plumbers Local 27 Pension Fund's outsized position by total assets

Plumbers Local 27 Pension Fund vs every filed plan by assets

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

$139,499,444 Top 7% higher than 93% 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 Local 27 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 Local 27 Pension Fund sits mid-pack in the medium band (483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Local 27 Pension Fund reported net income rose from -$24M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Plumbers Local 27 Pension Fund end-of-year assets rose from $123M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Plumbers Local 27 Pension Fund reported participants rose from 442 in the plan year 2022 filing to 483 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 256034928 · Plumbers Local 27 Pension Fund PY 2023 · Defined Benefit (Pension)

Plumbers Local 27 Pension Fund · $139M · 483 · 93rd

  • NET $139M
  • BOOK 483
  • VS-ST 93rd
  • BOY Defined Benefit (Pension)
  • SCH near Adjustable Plan of the National Retirement Fund
  • EBSA ind #8273

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 Pennsylvania →

Plumbers Local 27 Pension Fund in the asset neighbourhood

Plumbers Local 27 Pension FundPlumbers Local 27 Pension Fu…$139MAdjustable Plan of the National Retirement FundAdjustable Plan of the Natio…$139MMcwane Hourly Pension Plan$139MBashas' Employees Defined Benefit Pension Plan and TrustBashas' Employees Defined Be…$139MI.B.E.W. Local Union # 654 - Defined Benefit Pension PlanI.B.E.W. Local Union # 654 -…$139M
End-of-year total assets ($M) among Plumbers Local 27 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$139M
Net Income$16M
Employer EIN256034928
Plan Effective Date1956-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Local 27 Pension Fund)

Sponsor-wide plan assets over time

All Plumbers Local 27 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$154M 25.12078278766708% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $123M $154M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 442 $123M
2023 1 483 $139M
2024 1 663 $154M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Plumbers Local 27 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Plumbers Local 27 Pension Fund, Total assets ($B): 0.139499444 · Participants: 483Plumbers Local 27 Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Plumbers Local 27 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Plumbers Local 27 Pension Fund side-by-side with 3 peers →

Plumbers Local 27 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Adjustable Plan of the National Retirement Fund in NY ($139M); by covered participants it is Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in NY (483 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Local 27 Pension Fund assets move in 2023? ▼
Plumbers Local 27 Pension Fund grew at a solid clip - up 13.1% during 2023, from $123M to $139M. Reported net income was $16M.
How have Plumbers Local 27 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Local 27 Pension Fund's sponsor-wide assets grew 25.1%, from $123M to $154M.
Where does Plumbers Local 27 Pension Fund rank by assets among Form 5500 filers? ▼
Plumbers Local 27 Pension Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers Local 27 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adjustable Plan of the National Retirement Fund in NY ($139M, 23,035 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers Local 27 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund in NY (483 participants, $81M 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 256034928.

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.