Other
2023 plan-year Other DOL Form 5500

STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464

This Other plan holds $240M in total assets and serves 1,136 participants as of 2023. It is sponsored by BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464 in Nebraska. The plan reported positive net income of $36M for the year.

Total Assets (2023)
$240M
Participants
1,136
State
Industry
Construction

What the Filing Says About STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN

STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN is a Other retirement plan sponsored by BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $240M in total end-of-year assets and covers 1,136 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 476045941, and the plan has been effective since 1964-05-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $205M at the beginning of 2023 to $240M at year-end — a gain of 17.2%. Net assets (after liabilities) closed the year at $240M, with reported net income of $36M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$205M
Total Assets (End of Year)$240M
Net Assets (End of Year)$240M
Net Income$36M
Plan TypeOther
Employer EIN476045941
Plan Effective Date1964-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464)

Year Plans Participants Total Assets
2022 1 1,066 $205M
2023 1 1,136 $240M
2024 1 1,161 $251M

Nearby Other Plans in Nebraska

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN?
As of the 2023 Form 5500 filing, STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN holds $240M in total assets with 1,136 participants. It is sponsored by BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464.
What type of plan is STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN?
STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN is a Other plan. It has been effective since 1964-05-15. The plan is filed with the U.S. Department of Labor under EIN 476045941.
Who sponsors the STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN?
STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN is sponsored by BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464, located in Nebraska. The sponsor's EIN is 476045941 and the plan operates in the Construction industry.
How did STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN perform in 2023?
STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN grew by 17.2% during 2023, moving from $205M to $240M in total assets. Net income was $36M.
Where can I find official filings for STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN?
Official Form 5500 filings for STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 476045941 or plan name at efast.dol.gov.
How does STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN compare to other plans?
You can compare STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN against other Other plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 476045941.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.