Defined Benefit (Pension) · DOL Form 5500 · 2023

Plumbers Local 9 Pension Fund Pension Plan

Data updated 2026-08-25

$282M
Total assets Near avg plan size
695
Participants Below avg headcount
96th
Percentile by assets National rank
$406,315
Avg per participant High balance/head
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Official DOL plan name: Plumbers Local 9 Pension Plan · Sponsored by Plumbers Local 9 Pension Fund · New Jersey · Construction

$282M in assets, 695 participants

Plumbers Local 9 Pension Fund's Plumbers Local 9 Pension Plan reported $282M in total assets and 695 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,594 in Construction (9,030 peers)

Where Plumbers Local 9 Pension Plan sits by assets

Plumbers Local 9 Pension Plan sits in the top 5% of all filed plans by assets, $282M for 695 participants (~$406,315/participant), up 8.7% in 2023.

#8,594
in Construction (9,030 peers)
+8.7%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Plumbers Local 9 Pension Plan's outsized position by total assets

Plumbers Local 9 Pension Plan vs every filed plan by assets

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

$282,389,152 Top 4% higher than 96% 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 Local 9 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 Local 9 Pension Plan sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Local 9 Pension Plan reported net income rose from $8M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Plumbers Local 9 Pension Plan end-of-year assets rose from $260M in the plan year 2022 filing to $282M in the plan year 2023 filing.
  • Plumbers Local 9 Pension Plan reported participants fell from 706 in the plan year 2022 filing to 695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510219541 · Plumbers Local 9 Pension Fund PY 2023 · Defined Benefit (Pension)

Plumbers Local 9 Pension Plan · $282M · 695 · 96th

  • BOY $282M
  • BOY 695
  • BOY 96th
  • BOY Defined Benefit (Pension)
  • BOY near Pafmg Cash Balance Plan II
  • BOY ind #8594

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 New Jersey →

Plumbers Local 9 Pension Plan in the asset neighbourhood

Plumbers Local 9 Pension Plan$282MPafmg Cash Balance Plan II$282MSumitomo Mitsui Banking Corporation Retirement PlanSumitomo Mitsui Banking Corp…$281MInlandboatmen's Union of the Pacific National Pension PlanInlandboatmen's Union of the…$281MIron Workers Pension Plan of Western PennsylvaniaIron Workers Pension Plan of…$281M
End-of-year total assets ($M) among Plumbers Local 9 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)$260M
Net Assets (End of Year)$282M
Net Income$22M
Employer EIN510219541
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Local 9 Pension Fund)

Sponsor-wide plan assets over time

All Plumbers Local 9 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$308M 18.45887707017939% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $260M $308M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 706 $260M
2023 1 695 $282M
2024 1 712 $308M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Plumbers Local 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Plumbers Local 9 Pension Plan, Total assets ($B): 0.282389152 · Participants: 695Plumbers Local 9 Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Plumbers Local 9 Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Plumbers Local 9 Pension Plan side-by-side with 3 peers →

Plumbers Local 9 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pafmg Cash Balance Plan II in CA ($282M); by covered participants it is Holland & Knight Cash Balance Plan - 2019 in FL (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Local 9 Pension Plan assets move in 2023? ▼
Plumbers Local 9 Pension Plan grew at a solid clip - up 8.7% during 2023, from $260M to $282M. Reported net income was $22M.
How have Plumbers Local 9 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Local 9 Pension Fund's sponsor-wide assets grew 18.5%, from $260M to $308M.
Where does Plumbers Local 9 Pension Plan rank by assets among Form 5500 filers? ▼
Plumbers Local 9 Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers Local 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pafmg Cash Balance Plan II in CA ($282M, 943 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers Local 9 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Holland & Knight Cash Balance Plan - 2019 in FL (694 participants, $165M 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 510219541.

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.