Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust Pension Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size: 842
Participants Near avg headcount: 92nd
Percentile by assets National rank: $130,600
Avg per participant Near avg balance/head

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Official DOL plan name: Plumbers & Pipefitters Lu 421 Pension Fund Trust · Sponsored by Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust · Florida · Construction

$110M in assets, 842 participants

Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust's Plumbers & Pipefitters Lu 421 Pension Fund Trust reported $110M in total assets and 842 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#8,149 in Construction (9,030 peers)

Where Plumbers & Pipefitters Lu 421 Pension Fund Trust sits by assets

Plumbers & Pipefitters Lu 421 Pension Fund Trust sits in the top 10% of all filed plans by assets, $110M for 842 participants (~$130,600/participant), up 13.7% in 2023.

#8,149
in Construction (9,030 peers): +13.7%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

Plumbers & Pipefitters Lu 421 Pension Fund Trust's outsized position by total assets

Plumbers & Pipefitters Lu 421 Pension Fund Trust vs every filed plan by assets

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

$109,965,024 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Plumbers & Pipefitters Lu 421 Pension Fund Trust 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 & Pipefitters Lu 421 Pension Fund Trust sits mid-pack in the medium band (842 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plumbers & Pipefitters Lu 421 Pension Fund Trust reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Plumbers & Pipefitters Lu 421 Pension Fund Trust end-of-year assets rose from $97M in the plan year 2022 filing to $110M in the plan year 2023 filing.
Plumbers & Pipefitters Lu 421 Pension Fund Trust reported participants fell from 857 in the plan year 2022 filing to 842 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570524232 · Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust PY 2023 · Defined Benefit (Pension)

Plumbers & Pipefitters Lu 421 Pension Fund Trust · $110M · 842 · 92nd

5500 $110M
ASSETS 842
PCT 92nd
EIN Defined Benefit (Pension)
RANK near Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations
PHOTO ind #8149

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 →

End-of-year total assets ($M) among Plumbers & Pipefitters Lu 421 Pension Fund Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$97M
Net Assets (End of Year)	$110M
Net Income	$13M
Employer EIN	570524232
Plan Effective Date	1967-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust)

Latest sponsor-wide plan assets: $124M 28.22872037540542% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	857	$97M
2023	1	842	$110M
2024	1	842	$124M

Nearby Defined Benefit (Pension) Plans in Florida

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

Plumbers & Pipefitters Lu 421 Pension Fund Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
Csx Pension Plan $2.4B · 2,446
Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514

Compare Plumbers & Pipefitters Lu 421 Pension Fund Trust side-by-side with 3 peers →

Plumbers & Pipefitters Lu 421 Pension Fund Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations in NY ($110M); by covered participants it is Sharp Corporation Retirement Plan in PA (842 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations (NY) $110M · 52
Mitsui & Co. (U.S.a.), Inc. Pension Plan (NY) $110M · 115
Clearwater Paper Hourly Retirement Plan (WA) $110M · 196
IBEW Local Union No. 98, Zone 2 Pension Trust Fund (PA) $110M · 559

Similar participant headcount

Nearest other-state filings by covered participants (842 participants); asset peers above are excluded.

Sharp Corporation Retirement Plan (PA) 842 · 0 off
The Teknor Apex Company Retirement Plan (RI) 843 · 1 off
Waste Management Pension Plan for Collectively Bargained Employees (TX) 841 · 1 off
Navistar, Inc. Hourly Employees Pension Plan No. 1 (IL) 840 · 2 off

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 & Pipefitters Lu 421 Pension Fund Trust assets move in 2023? ▼

Plumbers & Pipefitters Lu 421 Pension Fund Trust grew at a solid clip - up 13.7% during 2023, from $97M to $110M. Reported net income was $13M.

How have Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Plumbers & Pipefitters Lu 421 Pension Fund Trust's sponsor-wide assets grew 28.2%, from $97M to $124M.

Where does Plumbers & Pipefitters Lu 421 Pension Fund Trust rank by assets among Form 5500 filers? ▼

Plumbers & Pipefitters Lu 421 Pension Fund Trust ranks in the 92nd 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 & Pipefitters Lu 421 Pension Fund Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations in NY ($110M, 52 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers & Pipefitters Lu 421 Pension Fund Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sharp Corporation Retirement Plan in PA (842 participants, $35M 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 570524232.