Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees Plumbers Union Local 55 Pension Plan Pension Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
459
Participants Below avg headcount
91st
Percentile by assets National rank
$222,965
Avg per participant Above avg balance/head
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Official DOL plan name: Plumbers Union Local No. 55 Pension Plan · Sponsored by Joint Board of Trustees Plumbers Union Local 55 Pension Plan · Ohio · Other Services

$102M in assets, 459 participants

Joint Board of Trustees Plumbers Union Local 55 Pension Plan's Plumbers Union Local No. 55 Pension Plan reported $102M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,617 in Other Services (7,857 peers)

Where Plumbers Union Local No. 55 Pension Plan sits by assets

Plumbers Union Local No. 55 Pension Plan sits in the top 10% of all filed plans by assets, $102M for 459 participants (~$222,965/participant), up 3.1% in 2023.

#7,617
in Other Services (7,857 peers)
+3.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Plumbers Union Local No. 55 Pension Plan's outsized position by total assets

Plumbers Union Local No. 55 Pension Plan vs every filed plan by assets

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

$102,340,781 Top 9% higher than 91% 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 Union Local No. 55 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 Union Local No. 55 Pension Plan sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Union Local No. 55 Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumbers Union Local No. 55 Pension Plan reported participants rose from 426 in the plan year 2022 filing to 459 in the plan year 2023 filing.
  • Plumbers Union Local No. 55 Pension Plan end-of-year assets rose from $99M in the plan year 2022 filing to $102M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 346514703 · Joint Board of Trustees Plumbers Union Local 55 Pension Plan PY 2023 · Defined Benefit (Pension)

Plumbers Union Local No. 55 Pension Plan · $102M · 459 · 91st

  • IND $102M
  • IND 459
  • IND 91st
  • IND Defined Benefit (Pension)
  • IND near Upstate New York Bakery Drivers and Industry Pension Fund
  • IND ind #7617

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 Other Services retirement plans → · Plans in Ohio →

Plumbers Union Local No. 55 Pension Plan in the asset neighbourhood

Plumbers Union Local No. 55 Pension PlanPlumbers Union Local No. 55 …$102MUpstate New York Bakery Drivers and Industry Pension FundUpstate New York Bakery Driv…$102MThe Dial Corporation Future Security PlanThe Dial Corporation Future …$102MAecom Pension Plan$102MIndustry and Local 338 Pension FundIndustry and Local 338 Pensi…$102M
End-of-year total assets ($M) among Plumbers Union Local No. 55 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$102M
Net Income$3M
Employer EIN346514703
Plan Effective Date1960-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Plumbers Union Local 55 Pension Plan)

Sponsor-wide plan assets over time

All Joint Board of Trustees Plumbers Union Local 55 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $99.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 426 $99M
2023 1 459 $102M
2024 1 472 N/A

Nearby Defined Benefit (Pension) Plans in Ohio

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

Plumbers Union Local No. 55 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Plumbers Union Local No. 55 Pension Plan, Total assets ($B): 0.102340781 · Participants: 459Plumbers Union Local No. 55 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 Union Local No. 55 Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Plumbers Union Local No. 55 Pension Plan side-by-side with 3 peers →

Plumbers Union Local No. 55 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Upstate New York Bakery Drivers and Industry Pension Fund in NY ($102M); by covered participants it is Plumbers & Pipefitters Local Union No. 74 Pension Fund in DE (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Union Local No. 55 Pension Plan assets move in 2023? ▼
Plumbers Union Local No. 55 Pension Plan edged up modestly - up 3.1% during 2023, from $99M to $102M. Reported net income was $3M.
Where does Plumbers Union Local No. 55 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers Union Local No. 55 Pension Plan ranks in the 91st 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 Plumbers Union Local No. 55 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Upstate New York Bakery Drivers and Industry Pension Fund in NY ($102M, 563 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers Union Local No. 55 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local Union No. 74 Pension Fund in DE (459 participants, $171M 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 346514703.

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.