Other
2023 plan-year Other DOL Form 5500

PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST

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

TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST

This Other plan holds $110M in total assets and serves 842 participants as of 2023. It is sponsored by TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST in Florida. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$110M
Participants
842
State
Industry
Construction

What the Filing Says About PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST

PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST is a Other retirement plan sponsored by TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $110M in total end-of-year assets and covers 842 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 570524232, and the plan has been effective since 1967-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $97M at the beginning of 2023 to $110M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $110M, with reported net income of $13M 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)$97M
Total Assets (End of Year)$110M
Net Assets (End of Year)$110M
Net Income$13M
Plan TypeOther
Employer EIN570524232
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST)

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

Nearby Other Plans in Florida

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

Frequently Asked Questions

How much money is in the PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST?
As of the 2023 Form 5500 filing, PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST holds $110M in total assets with 842 participants. It is sponsored by TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST.
What type of plan is PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST?
PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST is a Other plan. It has been effective since 1967-09-01. The plan is filed with the U.S. Department of Labor under EIN 570524232.
Who sponsors the PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST?
PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST is sponsored by TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST, located in Florida. The sponsor's EIN is 570524232 and the plan operates in the Construction industry.
How did PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST perform in 2023?
PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST grew by 13.7% during 2023, moving from $97M to $110M in total assets. Net income was $13M.
Where can I find official filings for PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST?
Official Form 5500 filings for PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 570524232 or plan name at efast.dol.gov.
How does PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST compare to other plans?
You can compare PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUST against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

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 official public datasets. See our methodology for details.