Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
153
Participants Small participant base
72nd
Percentile by assets National rank
$123,606
Avg per participant Near avg balance/head
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Official DOL plan name: Plumbers Lu 690 Metal Trades Pension Plan · Sponsored by Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan · Pennsylvania · Construction

$19M in assets, 153 participants

Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan's Plumbers Lu 690 Metal Trades Pension Plan reported $19M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,353 in Construction (9,030 peers)

Coverage in Pennsylvania

Plumbers Lu 690 Metal Trades Pension Plan covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#6,353
in Construction (9,030 peers)
+6.6%
assets growth YoY

Plumbers Lu 690 Metal Trades Pension Plan's outsized position by total assets

Plumbers Lu 690 Metal Trades Pension Plan vs every filed plan by assets

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

$18,911,721 Top 28% higher than 72% 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 Lu 690 Metal Trades Pension Plan 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 Lu 690 Metal Trades Pension Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Lu 690 Metal Trades Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Plumbers Lu 690 Metal Trades Pension Plan reported participants rose from 139 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • Plumbers Lu 690 Metal Trades Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 236442844 · Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan PY 2023 · Defined Benefit (Pension)

Plumbers Lu 690 Metal Trades Pension Plan · $19M · 153 · 72nd

  • IND $19M
  • EOY 153
  • 5500 72nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Merle Norman Cosmetics, Inc. Retirement Plan
  • EIN ind #6353

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 Lu 690 Metal Trades Pension Plan in the asset neighbourhood

Rga Cash Balance Plan$19MEnergy Harbor Pension Plan for Collectively Bargained EmployeesEnergy Harbor Pension Plan f…$19MPlumbers Lu 690 Metal Trades Pension PlanPlumbers Lu 690 Metal Trades…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19MPaintmakers Pension Plan$19M
End-of-year total assets ($M) among Plumbers Lu 690 Metal Trades Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN236442844
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan)

Sponsor-wide plan assets over time

All Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.949160992257644% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.7M $20.2M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 139 $18M
2023 1 153 $19M
2024 1 129 $20M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Plumbers Lu 690 Metal Trades Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Plumbers Lu 690 Metal Trades Pension Plan, Total assets ($B): 0.018911721 · Participants: 153Plumbers Lu 690 Metal Trades Pension PlanNational 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 Lu 690 Metal Trades Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Plumbers Lu 690 Metal Trades Pension Plan side-by-side with 3 peers →

Plumbers Lu 690 Metal Trades Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Merle Norman Cosmetics, Inc. Retirement Plan in CA ($19M); by covered participants it is Indian River Memorial Hospital, Inc. Pension Plan in FL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Lu 690 Metal Trades Pension Plan assets move in 2023? ▼
Plumbers Lu 690 Metal Trades Pension Plan grew at a solid clip - up 6.6% during 2023, from $18M to $19M. Reported net income was $1M.
How have Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Tees of Plumbers Lu 690 Metal Trades Pen Plan's sponsor-wide assets grew 13.9%, from $18M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Plumbers Lu 690 Metal Trades Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Merle Norman Cosmetics, Inc. Retirement Plan in CA ($19M, 176 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers Lu 690 Metal Trades Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Indian River Memorial Hospital, Inc. Pension Plan in FL (153 participants, $62M 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 236442844.

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.