Defined Benefit (Pension) · DOL Form 5500 · 2023

Plumbers Local 27 Pension Fund Pension Plan

Data updated 2026-08-11

$139M
Total assets: 483
Participants: 93rd
Percentile by assets: $288,819
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$139M
total plan assets (2023 EOY): 483
covered participants: 93rd
percentile by assets (of 127,072 plans): $288,819
avg assets per participant

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 →

State

Pennsylvania

Industry

Construction

Plumbers Local 27 Pension Fund vs the 2023 asset distribution

By assets, Plumbers Local 27 Pension Fund outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$123M
Net Assets (End of Year)	$139M
Net Income	$16M
Employer EIN	256034928
Plan Effective Date	1956-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Plumbers Local 27 Pension Fund)

Total plan assets by year, all Plumbers Local 27 Pension Fund plans on file

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

National Elevator Industry Pension Plan $11.2B · 27,434
Steelworkers Pension Trust $6.6B · 47,052
The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
Constellation Retirement Program $5.3B · 5,080
The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374

Compare Plumbers Local 27 Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Plumbers Local 27 Pension Fund by total assets, not by location.

Adjustable Plan of the National Retirement Fund (NY) $139M · 23,035
Mcwane Hourly Pension Plan (AL) $139M · 643
Bashas' Employees Defined Benefit Pension Plan and Trust (CA) $139M · 1,882
I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan (NJ) $139M · 411

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).

Next read for Plumbers Local 27 Pension Fund

Scale reading

Ways to act on Plumbers Local 27 Pension Fund's numbers.

By total assets, Plumbers Local 27 Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Plumbers Local 27 Pension Fund's sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Construction plans

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.