Money Purchase · DOL Form 5500 · 2023

Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln Money Purchase Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
378
Participants Below avg headcount
76th
Percentile by assets National rank
$63,272
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local No 42 Retirement Plan · Sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln · Ohio · Construction

$24M in assets, 378 participants

Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln's Plumbers and Steamfitters Local No 42 Retirement Plan reported $24M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,713 in Construction (9,030 peers)

Coverage in Ohio

Plumbers and Steamfitters Local No 42 Retirement Plan covers 378 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#6,713
in Construction (9,030 peers)
+7.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local No 42 Retirement Plan's outsized position by total assets

Plumbers and Steamfitters Local No 42 Retirement Plan vs every filed plan by assets

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

$23,916,941 Top 24% higher than 76% 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 and Steamfitters Local No 42 Retirement 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 and Steamfitters Local No 42 Retirement Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local No 42 Retirement Plan reported net income rose from $631K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local No 42 Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local No 42 Retirement Plan reported participants fell from 385 in the plan year 2022 filing to 378 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341824808 · Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln PY 2023 · Money Purchase

Plumbers and Steamfitters Local No 42 Retirement Plan · $24M · 378 · 76th

  • RANK $24M
  • PHOTO 378
  • IND 76th
  • EOY Money Purchase
  • 5500 near San Francisco Travel Association Money Purchase Plan
  • ASSETS ind #6713

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 Ohio →

Plumbers and Steamfitters Local No 42 Retirement Plan in the asset neighbourhood

Community Hospital Employees Pension PlanCommunity Hospital Employees…$24MState of the Art, Inc. Money Purchase Pension PlanState of the Art, Inc. Money…$24MHeat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account PlanHeat & Frost Insulators & As…$24MSan Francisco Travel Association Money Purchase PlanSan Francisco Travel Associa…$24MPlumbers and Steamfitters Local No 42 Retirement PlanPlumbers and Steamfitters Lo…$24M
End-of-year total assets ($M) among Plumbers and Steamfitters Local No 42 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN341824808
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln)

Sponsor-wide plan assets over time

All Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln plans reported in each filing year

Latest sponsor-wide plan assets
$27M 19.942371636009014% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $26.7M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 385 $22M
2023 1 378 $24M
2024 1 422 $27M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbers and Steamfitters Local No 42 Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Plumbers and Steamfitters Local No 42 Retirement Plan, Total assets ($B): 0.023916941 · Participants: 378Plumbers and Steamfitters Local No 42 Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Plumbers and Steamfitters Local No 42 Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Plumbers and Steamfitters Local No 42 Retirement Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local No 42 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is San Francisco Travel Association Money Purchase Plan in CA ($24M); by covered participants it is Roofers Union Local No. 70 Pension Plan in MI (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 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 and Steamfitters Local No 42 Retirement Plan assets move in 2023? ▼
Plumbers and Steamfitters Local No 42 Retirement Plan grew at a solid clip - up 7.4% during 2023, from $22M to $24M. Reported net income was $2M.
How have Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln's sponsor-wide assets grew 19.9%, from $22M to $27M.
Where does Plumbers and Steamfitters Local No 42 Retirement Plan rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local No 42 Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Plumbers and Steamfitters Local No 42 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is San Francisco Travel Association Money Purchase Plan in CA ($24M, 44 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers and Steamfitters Local No 42 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Roofers Union Local No. 70 Pension Plan in MI (378 participants, $41M 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 341824808.

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.