Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Plumbers & Steamfitter Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 309
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $257,307
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 248- Pension Trust Plan · Sponsored by Trustees of Plumbers & Steamfitter Pension Trust Fund · Kentucky · Construction
$80M in assets, 309 participants
Trustees of Plumbers & Steamfitter Pension Trust Fund's Plumbers & Steamfitters Local 248- Pension Trust Plan reported $80M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,923 in Construction (9,030 peers)
Coverage in Kentucky
Plumbers & Steamfitters Local 248- Pension Trust Plan covers 309 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $80M.
- #7,923
- in Construction (9,030 peers)
- +11.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 248- Pension Trust Plan's outsized position by total assets
Plumbers & Steamfitters Local 248- Pension Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,507,731 Top 10% higher than 90% 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
Plumbers & Steamfitters Local 248- Pension Trust 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 & Steamfitters Local 248- Pension Trust Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 248- Pension Trust Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 248- Pension Trust Plan end-of-year assets rose from $71M in the plan year 2022 filing to $80M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 311017514 · Trustees of Plumbers & Steamfitter Pension Trust Fund PY 2023 · Defined Benefit (Pension)
Plumbers & Steamfitters Local 248- Pension Trust Plan · $80M · 309 · 90th
- EBSA $80M
- EBSA 309
- EBSA 90th
- EBSA Defined Benefit (Pension)
- EBSA near Duane Morris Employees' Pension Plan
- EBSA ind #7923
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 Kentucky →
Plumbers & Steamfitters Local 248- Pension Trust Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $8M |
| Employer EIN | 311017514 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitter Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Plumbers & Steamfitter Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 17.816140594481336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $71M |
| 2023 | 1 | 309 | $80M |
| 2024 | 1 | 321 | $84M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 833
- Ashland Hercules Pension Plan $984M · 70
- Yum Brands Retirement Plan $734M · 3,834
- Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
- Ashland Hercules Pension Plan II $469M · 57
Plumbers & Steamfitters Local 248- Pension Trust Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Duane Morris Employees' Pension Plan in PA ($80M); by covered participants it is Eecu Employees Pension Plan in TX (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Duane Morris Employees' Pension Plan (PA) $80M · 719
- Newbury Corporation Pension Plan (MA) $80M · 125
- Independence Community Bank Employees Retirement Plan (MA) $79M · 59
- Flexco Pension Plan (IL) $79M · 408
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Eecu Employees Pension Plan (TX) 309 · 0 off
- New York Shakespeare Festival Retirement Plan (NY) 309 · 0 off
- Unite/Here 74 Pension Trust Fund (MO) 309 · 0 off
- The Jackson Lewis P.C. Cash Balance Plan II (NY) 308 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.