Other
2023 plan-year Other DOL Form 5500

Plumbers & Steamfitters Local 146 Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Plumbers & Steamfitters Local 146 Pension Plan · Texas · Construction

What the 2023 filing shows

Plumbers & Steamfitters Local 146 Pension Plan holds $48M for 299 participants — about $161,426 per participant, up 13.8% over the 2023 plan year.

$48M
total plan assets (2023 EOY)
299
covered participants
$161,426
avg assets per participant
+13.8%
assets growth YoY
Total Assets (2023)
$48M
Participants
299
State
Industry
Construction

What the Filing Says About Plumbers & Steamfitters Local 146 Pension Plan

Plumbers & Steamfitters Local 146 Pension Plan is a Other retirement plan sponsored by Plumbers & Steamfitters Local 146 Pension Plan, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 299 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 756043268, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2023 to $48M at year-end — a gain of 13.8%. Net assets (after liabilities) closed the year at $48M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$42M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$6M
Plan TypeOther
Employer EIN756043268
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers & Steamfitters Local 146 Pension Plan)

Year Plans Participants Total Assets
2022 1 289 $42M
2023 1 299 $48M

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Plumbers & Steamfitters Local 146 Pension Plan?
As of the 2023 Form 5500 filing, Plumbers & Steamfitters Local 146 Pension Plan holds $48M in total assets with 299 participants. It is sponsored by Plumbers & Steamfitters Local 146 Pension Plan.
What type of plan is Plumbers & Steamfitters Local 146 Pension Plan?
Plumbers & Steamfitters Local 146 Pension Plan is a Other plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 756043268.
Who sponsors the Plumbers & Steamfitters Local 146 Pension Plan?
Plumbers & Steamfitters Local 146 Pension Plan is sponsored by Plumbers & Steamfitters Local 146 Pension Plan, located in Texas. The sponsor's EIN is 756043268 and the plan operates in the Construction industry.
How did Plumbers & Steamfitters Local 146 Pension Plan perform in 2023?
Plumbers & Steamfitters Local 146 Pension Plan grew by 13.8% during 2023, moving from $42M to $48M in total assets. Net income was $6M.
Where can I find official filings for Plumbers & Steamfitters Local 146 Pension Plan?
Official Form 5500 filings for Plumbers & Steamfitters Local 146 Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 756043268 or plan name at efast.dol.gov.
How does Plumbers & Steamfitters Local 146 Pension Plan compare to other plans?
You can compare Plumbers & Steamfitters Local 146 Pension Plan against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 756043268.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.