Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
556
Participants Below avg headcount
90th
Percentile by assets National rank
$152,594
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers and Steamfitters Local 60 Pension Fund · Sponsored by Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund · Louisiana · Construction

$85M in assets, 556 participants

Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund's Plumbers and Steamfitters Local 60 Pension Fund reported $85M in total assets and 556 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.

  • #7,976 in Construction (9,030 peers)

Where Plumbers and Steamfitters Local 60 Pension Fund sits by assets

Plumbers and Steamfitters Local 60 Pension Fund sits in the top 10% of all filed plans by assets, $85M for 556 participants (~$152,594/participant), up 6.4% in 2023.

#7,976
in Construction (9,030 peers)
+6.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local 60 Pension Fund's outsized position by total assets

Plumbers and Steamfitters Local 60 Pension Fund vs every filed plan by assets

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

$84,841,998 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 60 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 60 Pension Fund sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local 60 Pension Fund reported net income rose from $686K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 60 Pension Fund end-of-year assets rose from $80M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 60 Pension Fund reported participants rose from 530 in the plan year 2022 filing to 556 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 726025640 · Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund PY 2023 · Defined Benefit (Pension)

Plumbers and Steamfitters Local 60 Pension Fund · $85M · 556 · 90th

  • EBSA $85M
  • PART 556
  • TYPE 90th
  • NET Defined Benefit (Pension)
  • BOOK near Dorsey & Whitney LLP Cash Balance Plan
  • VS-ST ind #7976

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 Louisiana →

Plumbers and Steamfitters Local 60 Pension Fund in the asset neighbourhood

International Union, United Mine Workers of America Pension PlanInternational Union, United …$85MPension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$85MDorsey & Whitney LLP Cash Balance PlanDorsey & Whitney LLP Cash Ba…$85MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$85MBelden Pension Plan$85M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 60 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)$80M
Net Assets (End of Year)$85M
Net Income$5M
Employer EIN726025640
Plan Effective Date1959-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$91M 13.524415928731207% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.7M $90.5M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 530 $80M
2023 1 556 $85M
2024 1 529 $91M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Plumbers and Steamfitters Local 60 Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Plumbers and Steamfitters Local 60 Pension Fund, Total assets ($B): 0.084841998 · Participants: 556Plumbers and Steamfitters Local 60 Pension FundLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Plumbers and Steamfitters Local 60 Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Plumbers and Steamfitters Local 60 Pension Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local 60 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Dorsey & Whitney LLP Cash Balance Plan in MN ($85M); by covered participants it is Sappi North America, Inc. Central Mills Employees' Retirement Plan in MA (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 60 Pension Fund assets move in 2023? ▼
Plumbers and Steamfitters Local 60 Pension Fund grew at a solid clip - up 6.4% during 2023, from $80M to $85M. Reported net income was $5M.
How have Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund's sponsor-wide assets grew 13.5%, from $80M to $91M.
Where does Plumbers and Steamfitters Local 60 Pension Fund rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local 60 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 60 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dorsey & Whitney LLP Cash Balance Plan in MN ($85M, 204 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers and Steamfitters Local 60 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sappi North America, Inc. Central Mills Employees' Retirement Plan in MA (556 participants, $73M 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 726025640.

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.