Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
212
Participants Below avg headcount
88th
Percentile by assets National rank
$315,656
Avg per participant High balance/head
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Official DOL plan name: Plumbers and Steamfitters Local No. 42 Pension Plan · Sponsored by Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension · Ohio · Construction

$67M in assets, 212 participants

Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension's Plumbers and Steamfitters Local No. 42 Pension Plan reported $67M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,778 in Construction (9,030 peers)

Coverage in Ohio

Plumbers and Steamfitters Local No. 42 Pension Plan covers 212 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $67M.

#7,778
in Construction (9,030 peers)
+7.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$66,919,051 Top 12% higher than 88% 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 Pension 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 Pension Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local No. 42 Pension Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local No. 42 Pension Plan end-of-year assets rose from $62M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237404110 · Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension PY 2023 · Defined Benefit (Pension)

Plumbers and Steamfitters Local No. 42 Pension Plan · $67M · 212 · 88th

  • SCH $67M
  • EBSA 212
  • PART 88th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates
  • BOOK ind #7778

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 Pension Plan in the asset neighbourhood

Yellow Retirement Pension PlanYellow Retirement Pension Pl…$67MWellesley Coll Pension Pln for Classified Ofc and Svc EesWellesley Coll Pension Pln f…$67MPlumbers and Steamfitters Local No. 42 Pension PlanPlumbers and Steamfitters Lo…$67MRetirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and AffiliatesRetirement Plan for Eligible…$67MLocke Lord LLP 2017 Partners Cash Balance PlanLocke Lord LLP 2017 Partners…$67M
End-of-year total assets ($M) among Plumbers and Steamfitters Local No. 42 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$67M
Net Income$5M
Employer EIN237404110
Plan Effective Date1966-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension)

Sponsor-wide plan assets over time

All Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$72M 16.037177329993106% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62M $72M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 214 $62M
2023 1 212 $67M
2024 1 235 $72M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Plumbers and Steamfitters Local No. 42 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Plumbers and Steamfitters Local No. 42 Pension Plan, Total assets ($B): 0.066919051 · Participants: 212Plumbers and Steamfitters Local No. 42 Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Plumbers and Steamfitters Local No. 42 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Plumbers and Steamfitters Local No. 42 Pension Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local No. 42 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates in MA ($67M); by covered participants it is H.F.I.a.W. Local No. 32 - Pension Trust Fund in NJ (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Pension Plan assets move in 2023? ▼
Plumbers and Steamfitters Local No. 42 Pension Plan grew at a solid clip - up 7.9% during 2023, from $62M to $67M. Reported net income was $5M.
How have Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Plumbers and Steamfitters Local No. 42 Pension's sponsor-wide assets grew 16.0%, from $62M to $72M.
Where does Plumbers and Steamfitters Local No. 42 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local No. 42 Pension Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Plumbers and Steamfitters Local No. 42 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates in MA ($67M, 52 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers and Steamfitters Local No. 42 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H.F.I.a.W. Local No. 32 - Pension Trust Fund in NJ (212 participants, $85M 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 237404110.

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.