Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, United Association Union Local No. Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 3,351
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $334,213
- Avg per participant High balance/head
Official DOL plan name: Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan · Sponsored by Board of Trustees, United Association Union Local No. · Oregon · Construction
$1.1B in assets, 3,351 participants
Board of Trustees, United Association Union Local No.'s Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported $1.1B in total assets and 3,351 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,917 in Construction (9,030 peers)
Coverage in Oregon
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan covers 3,351 participants in Oregon, 7.6x the typical Oregon plan (state average ~443 per filing). Assets: $1.1B.
- #8,917
- in Construction (9,030 peers)
- +16.1%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's outsized position by total assets
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,119,947,239 Top 1% higher than 99% 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
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan lands in the large band (3,351 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported net income rose from -$128M in the plan year 2022 filing to $158M in the plan year 2023 filing.
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan end-of-year assets rose from $965M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported participants rose from 3,037 in the plan year 2022 filing to 3,351 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 936021114 · Board of Trustees, United Association Union Local No. PY 2023 · Defined Benefit (Pension)
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan · $1.1B · 3,351 · 99th
- BOOK $1.1B
- BOOK 3,351
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near Retirement System of the American National Red Cross
- BOOK ind #8917
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 Oregon →
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $965M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $158M |
| Employer EIN | 936021114 |
| Plan Effective Date | 1961-07-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, United Association Union Local No.)
Sponsor-wide plan assets over time
All Board of Trustees, United Association Union Local No. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 31.454985243897166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,037 | $965M |
| 2023 | 1 | 3,351 | $1.1B |
| 2024 | 1 | 3,464 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
- Edison Pension Plan $922M · 4,497
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Retirement System of the American National Red Cross in DC ($1.1B); by covered participants it is Danaher Corporation & Subsidiaries Pension Plan in DC (3,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Retirement System of the American National Red Cross (DC) $1.1B · 4,531
- Deutsche Bank Cash Account Pension Plan (NY) $1.1B · 788
- Automobile Mechanics' Local No. 701 Pension Fund (IL) $1.1B · 3,964
- Fmc Corporation Employees' Retirement Program (PA) $1.1B · 142
Similar participant headcount
Nearest other-state filings by covered participants (3,351 participants); asset peers above are excluded.
- Danaher Corporation & Subsidiaries Pension Plan (DC) 3,354 · 3 off
- Legacy Ghs/Tuomey Pension Plan (SC) 3,346 · 5 off
- Pepco Holdings LLC Retirement Plan (IL) 3,361 · 10 off
- Kinder Morgan Retirement Plan a (TX) 3,365 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.