Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund Pension Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size: 481
Participants Below avg headcount: 93rd
Percentile by assets National rank: $300,850
Avg per participant High balance/head

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Official DOL plan name: U.a. Plumbers 63 & Steamfitters 353 Joint Pension · Sponsored by Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund · Indiana · Construction

$145M in assets, 481 participants

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported $145M in total assets and 481 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.

#8,295 in Construction (9,030 peers)

Where U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits by assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits in the top 10% of all filed plans by assets, $145M for 481 participants (~$300,850/participant), up 4.6% in 2023.

#8,295
in Construction (9,030 peers): +4.6%
assets growth YoY: 1.5×
vs typical plan assets (national mean)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's outsized position by total assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs every filed plan by assets

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

$144,709,089 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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension 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. U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits mid-pack in the medium band (481 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
U.a. Plumbers 63 & Steamfitters 353 Joint Pension end-of-year assets rose from $138M in the plan year 2022 filing to $145M in the plan year 2023 filing.
U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported participants rose from 465 in the plan year 2022 filing to 481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 376118084 · Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund PY 2023 · Defined Benefit (Pension)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension · $145M · 481 · 93rd

EBSA $145M
PART 481
TYPE 93rd
NET Defined Benefit (Pension)
BOOK near Employees' Retirement Plan of Green Mountain Power Corporation
VS-ST ind #8295

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 Indiana →

End-of-year total assets ($M) among U.a. Plumbers 63 & Steamfitters 353 Joint Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$138M
Net Assets (End of Year)	$145M
Net Income	$6M
Employer EIN	376118084
Plan Effective Date	1965-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund)

Latest sponsor-wide plan assets: $152M 10.068958128231593% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	465	$138M
2023	1	481	$145M
2024	1	497	$152M

Nearby Defined Benefit (Pension) Plans in Indiana

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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

The Lilly Retirement Plan $11.7B · 19,111
Cummins Pension Plan $3.3B · 26,560
Indiana Laborers Pension Fund $1.7B · 10,800
Elevance Health Cash Balance Plan a $1.3B · 8,197
Nisource Pension Plan $1.1B · 2,174

Compare U.a. Plumbers 63 & Steamfitters 353 Joint Pension side-by-side with 3 peers →

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Green Mountain Power Corporation in VT ($145M); by covered participants it is Pension Fund of Heat and Frost Insulators Local 12 in NY (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145M here).

Employees' Retirement Plan of Green Mountain Power Corporation (VT) $145M · 230
Air Canada U.S. Pension Plan () $145M · 217
IBEW Local Union No. 479 Pension Trust Fund (TX) $145M · 595
First Financial Bancorp Employees' Pension Plan and Trust (OH) $145M · 2,094

Similar participant headcount

Nearest other-state filings by covered participants (481 participants); asset peers above are excluded.

Pension Fund of Heat and Frost Insulators Local 12 (NY) 481 · 0 off
U.F.C.W. District Union Local Two & Employers Pension Fund (FL) 481 · 0 off
Covia Communities Retirement Income Plan (CA) 482 · 1 off
Retirement Plan for Employees of Yakima Valley Memorial Hospital (WA) 482 · 1 off

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 U.a. Plumbers 63 & Steamfitters 353 Joint Pension assets move in 2023? ▼

U.a. Plumbers 63 & Steamfitters 353 Joint Pension edged up modestly - up 4.6% during 2023, from $138M to $145M. Reported net income was $6M.

How have Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's sponsor-wide assets grew 10.1%, from $138M to $152M.

Where does U.a. Plumbers 63 & Steamfitters 353 Joint Pension rank by assets among Form 5500 filers? ▼

U.a. Plumbers 63 & Steamfitters 353 Joint Pension ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Green Mountain Power Corporation in VT ($145M, 230 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Heat and Frost Insulators Local 12 in NY (481 participants, $141M 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 376118084.