Defined Benefit (Pension) · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees Pension Plan
Data updated 2026-08-25
- $147M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $368,691
- Avg per participant High balance/head
Official DOL plan name: Plumbers & Steamfitters Local # 137 Pension Fund · Sponsored by Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees · Illinois · Construction
$147M in assets, 399 participants
Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees's Plumbers & Steamfitters Local # 137 Pension Fund reported $147M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,305 in Construction (9,030 peers)
Where Plumbers & Steamfitters Local # 137 Pension Fund sits by assets
Plumbers & Steamfitters Local # 137 Pension Fund sits in the top 10% of all filed plans by assets, $147M for 399 participants (~$368,691/participant), up 8.8% in 2023.
- #8,305
- in Construction (9,030 peers)
- +8.8%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local # 137 Pension Fund's outsized position by total assets
Plumbers & Steamfitters Local # 137 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$147,107,623 Top 7% higher than 93% 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 # 137 Pension Fund 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 # 137 Pension Fund sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local # 137 Pension Fund reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Plumbers & Steamfitters Local # 137 Pension Fund reported participants rose from 352 in the plan year 2022 filing to 399 in the plan year 2023 filing.
- Plumbers & Steamfitters Local # 137 Pension Fund end-of-year assets rose from $135M in the plan year 2022 filing to $147M in the plan year 2023 filing.
DOL schedule card
Filing strip 366136791 · Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees PY 2023 · Defined Benefit (Pension)
Plumbers & Steamfitters Local # 137 Pension Fund · $147M · 399 · 93rd
- NET $147M
- NET 399
- NET 93rd
- NET Defined Benefit (Pension)
- NET near Ledvance LLC Pension Plan
- NET ind #8305
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 Illinois →
Plumbers & Steamfitters Local # 137 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $12M |
| Employer EIN | 366136791 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 10.90526393706085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $135M |
| 2023 | 1 | 399 | $147M |
| 2024 | 1 | 421 | $150M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Plumbers & Steamfitters Local # 137 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ledvance LLC Pension Plan in MA ($147M); by covered participants it is Hillside Family of Agencies Pension Plan in NY (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($147M here).
- Ledvance LLC Pension Plan (MA) $147M · 139
- Reed Smith LLP Cash Balance Retirement Plan (PA) $147M · 316
- Noble Services Company LLC Salaried Employees' Retirement Plan (TX) $147M · 120
- Standex International Corporation Pension Plans (NH) $147M · 116
Similar participant headcount
Nearest other-state filings by covered participants (399 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.