Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Steamfitters Local Union No. 464 Pension Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,136
Participants Near avg headcount
95th
Percentile by assets National rank
$211,593
Avg per participant Above avg balance/head
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Official DOL plan name: Steamfitters Local Union No. 464 Pension Plan · Sponsored by Board of Trustees Steamfitters Local Union No. 464 · Nebraska · Construction

$240M in assets, 1,136 participants

Board of Trustees Steamfitters Local Union No. 464's Steamfitters Local Union No. 464 Pension Plan reported $240M in total assets and 1,136 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,542 in Construction (9,030 peers)

Coverage in Nebraska

Steamfitters Local Union No. 464 Pension Plan covers 1,136 participants in Nebraska, 2.1x the typical Nebraska plan (state average ~552 per filing). Assets: $240M.

#8,542
in Construction (9,030 peers)
+17.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Steamfitters Local Union No. 464 Pension Plan's outsized position by total assets

Steamfitters Local Union No. 464 Pension Plan vs every filed plan by assets

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

$240,370,201 Top 5% higher than 95% 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

Steamfitters Local Union No. 464 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. Steamfitters Local Union No. 464 Pension Plan lands in the large band (1,136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steamfitters Local Union No. 464 Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Steamfitters Local Union No. 464 Pension Plan end-of-year assets rose from $205M in the plan year 2022 filing to $240M in the plan year 2023 filing.
  • Steamfitters Local Union No. 464 Pension Plan reported participants rose from 1,066 in the plan year 2022 filing to 1,136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 476045941 · Board of Trustees Steamfitters Local Union No. 464 PY 2023 · Defined Benefit (Pension)

Steamfitters Local Union No. 464 Pension Plan · $240M · 1,136 · 95th

  • IND $240M
  • EOY 1,136
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near Dtts Pension Plan
  • EIN ind #8542

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 Nebraska →

Steamfitters Local Union No. 464 Pension Plan in the asset neighbourhood

Capital One Financial Corporation Cash Balance Pension PlanCapital One Financial Corpor…$241MRetirement Income Plan for Hourly-Rated Employees of Asarco LLCRetirement Income Plan for H…$241MDtts Pension Plan$241MSteamfitters Local Union No. 464 Pension PlanSteamfitters Local Union No.…$240MUc Health Retirement Plan$240M
End-of-year total assets ($M) among Steamfitters Local Union No. 464 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

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

Sponsor Plan History (Board of Trustees Steamfitters Local Union No. 464)

Sponsor-wide plan assets over time

All Board of Trustees Steamfitters Local Union No. 464 plans reported in each filing year

Latest sponsor-wide plan assets
$251M 22.3470697645705% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $205M $251M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 1,066 $205M
2023 1 1,136 $240M
2024 1 1,161 $251M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Steamfitters Local Union No. 464 Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 012345 Total assets ($B) Participants Steamfitters Local Union No. 464 Pension Plan, Total assets ($B): 0.240370201 · Participants: 1136Steamfitters Local Union No. 464 Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
Steamfitters Local Union No. 464 Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Steamfitters Local Union No. 464 Pension Plan side-by-side with 3 peers →

Steamfitters Local Union No. 464 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Dtts Pension Plan in NY ($241M); by covered participants it is The Martin-Brower Company Consolidated Pension Plan in IL (1,136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,136 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 Steamfitters Local Union No. 464 Pension Plan assets move in 2023? ▼
Steamfitters Local Union No. 464 Pension Plan grew sharply - up 17.2% during 2023, from $205M to $240M. Reported net income was $36M.
How have Board of Trustees Steamfitters Local Union No. 464 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Steamfitters Local Union No. 464's sponsor-wide assets grew 22.3%, from $205M to $251M.
Where does Steamfitters Local Union No. 464 Pension Plan rank by assets among Form 5500 filers? ▼
Steamfitters Local Union No. 464 Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Steamfitters Local Union No. 464 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dtts Pension Plan in NY ($241M, 1,872 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steamfitters Local Union No. 464 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Martin-Brower Company Consolidated Pension Plan in IL (1,136 participants, $89M 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 476045941.

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.