Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 Pension Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
451
Participants Below avg headcount
94th
Percentile by assets National rank
$403,764
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Steamfitters Pension Fund 475 · Sponsored by Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 · New Jersey · Construction

$182M in assets, 451 participants

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's Pension Plan of Steamfitters Pension Fund 475 reported $182M in total assets and 451 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.

  • #8,411 in Construction (9,030 peers)

Where Pension Plan of Steamfitters Pension Fund 475 sits by assets

Pension Plan of Steamfitters Pension Fund 475 sits in the top 10% of all filed plans by assets, $182M for 451 participants (~$403,764/participant), up 9.8% in 2023.

#8,411
in Construction (9,030 peers)
+9.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Pension Plan of Steamfitters Pension Fund 475's outsized position by total assets

Pension Plan of Steamfitters Pension Fund 475 vs every filed plan by assets

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

$182,097,679 Top 6% higher than 94% 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

Pension Plan of Steamfitters Pension Fund 475 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. Pension Plan of Steamfitters Pension Fund 475 sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Steamfitters Pension Fund 475 reported net income rose from -$31M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Pension Plan of Steamfitters Pension Fund 475 end-of-year assets rose from $166M in the plan year 2022 filing to $182M in the plan year 2023 filing.
  • Pension Plan of Steamfitters Pension Fund 475 reported participants fell from 468 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 226029738 · Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 PY 2023 · Defined Benefit (Pension)

Pension Plan of Steamfitters Pension Fund 475 · $182M · 451 · 94th

  • PCT $182M
  • PCT 451
  • PCT 94th
  • PCT Defined Benefit (Pension)
  • PCT near L3harris Integrated Systems Pension Plan for Greenville Hourly Employees
  • PCT ind #8411

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 Jersey →

Pension Plan of Steamfitters Pension Fund 475 in the asset neighbourhood

L3harris Integrated Systems Pension Plan for Greenville Hourly EmployeesL3harris Integrated Systems …$182MPension Plan of Steamfitters Pension Fund 475Pension Plan of Steamfitters…$182MUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension PlanUnited Assn of Journeymen Pl…$182MPotlatchdeltic Retirement PlanPotlatchdeltic Retirement Pl…$182MThe Shubert Organization, Inc. Employees Pension PlanThe Shubert Organization, In…$182M
End-of-year total assets ($M) among Pension Plan of Steamfitters Pension Fund 475 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$182M
Net Income$16M
Employer EIN226029738
Plan Effective Date1953-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475)

Sponsor-wide plan assets over time

All Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plans reported in each filing year

Latest sponsor-wide plan assets
$198M 19.560816613841446% vs 2022
2024 filing year
$160M$170M$180M$190M$200M$210M 202220232024 $166M $198M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 468 $166M
2023 1 451 $182M
2024 1 464 $198M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pension Plan of Steamfitters Pension Fund 475, Total assets ($B): 0.182097679 · Participants: 451Pension Plan of Steamfitters Pension Fund 475Retirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan of Steamfitters Pension Fund 475 side-by-side with 3 peers →

Pension Plan of Steamfitters Pension Fund 475's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is L3harris Integrated Systems Pension Plan for Greenville Hourly Employees in FL ($182M); by covered participants it is Central Vermont Medical Center Employees Pension Plan in VT (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Pension Plan of Steamfitters Pension Fund 475 assets move in 2023? ▼
Pension Plan of Steamfitters Pension Fund 475 grew at a solid clip - up 9.8% during 2023, from $166M to $182M. Reported net income was $16M.
How have Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's sponsor-wide assets grew 19.6%, from $166M to $198M.
Where does Pension Plan of Steamfitters Pension Fund 475 rank by assets among Form 5500 filers? ▼
Pension Plan of Steamfitters Pension Fund 475 ranks in the 94th 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 Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L3harris Integrated Systems Pension Plan for Greenville Hourly Employees in FL ($182M, 570 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Vermont Medical Center Employees Pension Plan in VT (451 participants, $98M 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 226029738.

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.