Defined Benefit (Pension) · DOL Form 5500 · 2023

Plumbers and Steamfitters Local 396 Pension Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
401
Participants Below avg headcount
90th
Percentile by assets National rank
$207,392
Avg per participant Above avg balance/head
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Official DOL plan name: Plumbers and Steamfitters Local 396 Pension Fund · Sponsored by Plumbers and Steamfitters Local 396 · Ohio · Construction

$83M in assets, 401 participants

Plumbers and Steamfitters Local 396's Plumbers and Steamfitters Local 396 Pension Fund reported $83M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,963 in Construction (9,030 peers)

Where Plumbers and Steamfitters Local 396 Pension Fund sits by assets

Plumbers and Steamfitters Local 396 Pension Fund sits in the top 10% of all filed plans by assets, $83M for 401 participants (~$207,392/participant), up 13.1% in 2023.

#7,963
in Construction (9,030 peers)
+13.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local 396 Pension Fund's outsized position by total assets

Plumbers and Steamfitters Local 396 Pension Fund vs every filed plan by assets

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

$83,164,068 Top 10% higher than 90% 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 396 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. Plumbers and Steamfitters Local 396 Pension Fund sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local 396 Pension Fund reported net income rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 396 Pension Fund end-of-year assets rose from $74M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 396 Pension Fund reported participants fell from 434 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 346727007 · Plumbers and Steamfitters Local 396 PY 2023 · Defined Benefit (Pension)

Plumbers and Steamfitters Local 396 Pension Fund · $83M · 401 · 90th

  • RANK $83M
  • PHOTO 401
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Local 475 Pension Plan
  • ASSETS ind #7963

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 396 Pension Fund in the asset neighbourhood

Baker Commodities Employees' Pension PlanBaker Commodities Employees'…$83MPlumbers and Steamfitters Local 396 Pension FundPlumbers and Steamfitters Lo…$83MLocal 475 Pension Plan$83MCapital Blue Cross Retirement PlanCapital Blue Cross Retiremen…$83MEmployees Retirement Plan of Suriname Aluminium Co for Employees in Suriname Plan IEmployees Retirement Plan of…$83M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 396 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$83M
Net Income$10M
Employer EIN346727007
Plan Effective Date1975-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local 396)

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local 396 plans reported in each filing year

Latest sponsor-wide plan assets
$93M 26.90154271275836% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $93.3M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 434 $74M
2023 1 401 $83M
2024 1 394 $93M

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 396 Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Plumbers and Steamfitters Local 396 Pension Fund, Total assets ($B): 0.083164068 · Participants: 401Plumbers and Steamfitters Local 396 Pension FundFirstenergy 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 396 Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Plumbers and Steamfitters Local 396 Pension Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local 396 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Local 475 Pension Plan in NY ($83M); by covered participants it is Marble Industry Pension Trust Fund in NY (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 396 Pension Fund assets move in 2023? ▼
Plumbers and Steamfitters Local 396 Pension Fund grew at a solid clip - up 13.1% during 2023, from $74M to $83M. Reported net income was $10M.
How have Plumbers and Steamfitters Local 396 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local 396's sponsor-wide assets grew 26.9%, from $74M to $93M.
Where does Plumbers and Steamfitters Local 396 Pension Fund rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local 396 Pension Fund ranks in the 90th 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 and Steamfitters Local 396 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 475 Pension Plan in NY ($83M, 305 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers and Steamfitters Local 396 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Marble Industry Pension Trust Fund in NY (401 participants, $91M 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 346727007.

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.