Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Plumbers Local Union No. 803 Pension Fund Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
372
Participants Below avg headcount
85th
Percentile by assets National rank
$127,768
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers and Pipefitters Local Union No. 803 Pension Fund · Sponsored by Board of Trustees of Plumbers Local Union No. 803 Pension Fund · Florida · Construction

$48M in assets, 372 participants

Board of Trustees of Plumbers Local Union No. 803 Pension Fund's Plumbers and Pipefitters Local Union No. 803 Pension Fund reported $48M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,483 in Construction (9,030 peers)

Where Plumbers and Pipefitters Local Union No. 803 Pension Fund sits by assets

Plumbers and Pipefitters Local Union No. 803 Pension Fund sits in the top quartile of all filed plans by assets, $48M for 372 participants (~$127,768/participant), up 10.0% in 2023.

#7,483
in Construction (9,030 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Plumbers and Pipefitters Local Union No. 803 Pension Fund's outsized position by total assets

Plumbers and Pipefitters Local Union No. 803 Pension Fund vs every filed plan by assets

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

$47,529,564 Top 15% higher than 85% 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 Pipefitters Local Union No. 803 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 Pipefitters Local Union No. 803 Pension Fund sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Pipefitters Local Union No. 803 Pension Fund reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plumbers and Pipefitters Local Union No. 803 Pension Fund end-of-year assets rose from $43M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Plumbers and Pipefitters Local Union No. 803 Pension Fund reported participants fell from 400 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 596228172 · Board of Trustees of Plumbers Local Union No. 803 Pension Fund PY 2023 · Defined Benefit (Pension)

Plumbers and Pipefitters Local Union No. 803 Pension Fund · $48M · 372 · 85th

  • EOY $48M
  • EOY 372
  • EOY 85th
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Plan for Employees of U.S. Epperson Underwriting Company
  • EOY ind #7483

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 Florida →

Plumbers and Pipefitters Local Union No. 803 Pension Fund in the asset neighbourhood

Ufcw Int'l Union-Albertsons Variable Annuity Pension FundUfcw Int'l Union-Albertsons …$48MWarburg Pincus LLC Cash Balance Retirement PlanWarburg Pincus LLC Cash Bala…$48MPlumbers and Pipefitters Local Union No. 803 Pension FundPlumbers and Pipefitters Loc…$48MRetirement Plan for Employees of U.S. Epperson Underwriting CompanyRetirement Plan for Employee…$48MI.B.E.W. Local 139 Pension PlanI.B.E.W. Local 139 Pension P…$47M
End-of-year total assets ($M) among Plumbers and Pipefitters Local Union No. 803 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)$43M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN596228172
Plan Effective Date1969-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Plumbers Local Union No. 803 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Plumbers Local Union No. 803 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$52M 19.174834541007723% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.2M $51.5M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 400 $43M
2023 1 372 $48M
2024 1 376 $52M

Nearby Defined Benefit (Pension) Plans in Florida

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

Plumbers and Pipefitters Local Union No. 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Plumbers and Pipefitters Local Union No. 803 Pension Fund, Total assets ($B): 0.047529564 · Participants: 372Plumbers and Pipefitters Local Union No. 803 Pension FundL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Plumbers and Pipefitters Local Union No. 803 Pension Fund vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Plumbers and Pipefitters Local Union No. 803 Pension Fund side-by-side with 3 peers →

Plumbers and Pipefitters Local Union No. 803 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of U.S. Epperson Underwriting Company in NY ($48M); by covered participants it is Investors Bank Pension Plan in RI (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Pipefitters Local Union No. 803 Pension Fund assets move in 2023? ▼
Plumbers and Pipefitters Local Union No. 803 Pension Fund grew at a solid clip - up 10.0% during 2023, from $43M to $48M. Reported net income was $4M.
How have Board of Trustees of Plumbers Local Union No. 803 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Plumbers Local Union No. 803 Pension Fund's sponsor-wide assets grew 19.2%, from $43M to $52M.
Where does Plumbers and Pipefitters Local Union No. 803 Pension Fund rank by assets among Form 5500 filers? ▼
Plumbers and Pipefitters Local Union No. 803 Pension Fund ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers and Pipefitters Local Union No. 803 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of U.S. Epperson Underwriting Company in NY ($48M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers and Pipefitters Local Union No. 803 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Investors Bank Pension Plan in RI (372 participants, $140M 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 596228172.

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.