Defined Benefit (Pension) · DOL Form 5500 · 2023
United Assn of Plumbers and Steamfitters 521 Pension Fd Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $256,672
- Avg per participant Above avg balance/head
Official DOL plan name: United Assn of Plumbers and Steamfitters 521 Pension Fund · Sponsored by United Assn of Plumbers and Steamfitters 521 Pension Fd · West Virginia · Administrative & Support Services
$34M in assets, 131 participants
United Assn of Plumbers and Steamfitters 521 Pension Fd's United Assn of Plumbers and Steamfitters 521 Pension Fund reported $34M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #3,946 in Administrative & Support Services (4,372 peers)
Coverage in West Virginia
United Assn of Plumbers and Steamfitters 521 Pension Fund covers 131 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $34M.
- #3,946
- in Administrative & Support Services (4,372 peers)
- +10.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
United Assn of Plumbers and Steamfitters 521 Pension Fund's outsized position by total assets
United Assn of Plumbers and Steamfitters 521 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,624,077 Top 19% higher than 81% 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
United Assn of Plumbers and Steamfitters 521 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. United Assn of Plumbers and Steamfitters 521 Pension Fund sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Assn of Plumbers and Steamfitters 521 Pension Fund reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- United Assn of Plumbers and Steamfitters 521 Pension Fund end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
DOL schedule card
Filing strip 556039031 · United Assn of Plumbers and Steamfitters 521 Pension Fd PY 2023 · Defined Benefit (Pension)
United Assn of Plumbers and Steamfitters 521 Pension Fund · $34M · 131 · 81st
- VS-ST $34M
- BOY 131
- SCH 81st
- EBSA Defined Benefit (Pension)
- PART near Centris Federal Credit Union Retirement Plan
- TYPE ind #3946
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 Administrative & Support Services retirement plans → · Plans in West Virginia →
United Assn of Plumbers and Steamfitters 521 Pension Fund in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 556039031 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Assn of Plumbers and Steamfitters 521 Pension Fd)
Sponsor-wide plan assets over time
All United Assn of Plumbers and Steamfitters 521 Pension Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.600775629930336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $30M |
| 2023 | 1 | 131 | $34M |
| 2024 | 1 | 139 | $37M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- I.U.O.E. Local 132 Pension Fund $548M · 1,559
- United Mine Workers of America 1985 Construction Workers Pension Plan $447M · 234
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Maryland Electrical Industry Pension Plan $268M · 1,667
United Assn of Plumbers and Steamfitters 521 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Centris Federal Credit Union Retirement Plan in NE ($34M); by covered participants it is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Northwestern Energy Sd/Ne Pension Plan (MT) 131 · 0 off
- Pq Corporation Retirement Plan (PA) 131 · 0 off
- United Stars, Inc. Pension Plan (WI) 131 · 0 off
- Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 (IL) 131 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.