Defined Benefit (Pension) · DOL Form 5500 · 2024

Plumbers and Steamfitters Local Union No. 33 Retirement Trust Pension Plan

Data updated 2026-08-06

$331M
Total assets: 1,233
Participants: 96th
Percentile by assets: $268,440
Avg per participant

Official DOL plan name: Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Sponsored by Plumbers and Steamfitters Local Union No. 33 Retirement Trust · Iowa · Construction

$331M in assets, 1,233 participants

Plumbers and Steamfitters Local Union No. 33 Retirement Trust's Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported $331M in total assets and 1,233 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Where Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits by assets

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust sits in the top 5% of all filed plans by assets, $331M for 1,233 participants (~$268,440/participant), up 12.8% in 2024.

$331M
total plan assets (2024 EOY): 1,233
covered participants: 96th
percentile by assets (of 116,472 plans): $268,440
avg assets per participant

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust end-of-year assets rose from $293M in the plan year 2023 filing to $331M in the plan year 2024 filing.
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported net income rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust reported participants rose from 1,164 in the plan year 2023 filing to 1,233 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Construction

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs the 2024 asset distribution

By assets, Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$293M
Net Assets (End of Year)	$330M
Net Income	$37M
Employer EIN	426086687
Plan Effective Date	1953-12-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local Union No. 33 Retirement Trust)

Total plan assets by year, all Plumbers and Steamfitters Local Union No. 33 Retirement Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	1,152	$260M
2023	1	1,164	$293M
2024	1	1,233	$331M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

Transamerica Pension Plan $2.2B · 7,170
Principal Cash Balance Plan $1.5B · 11,945
Midamerican Energy Company Retirement Plan $521M · 2,805
Employers Mutual Casualty Company Retirement Plan $362M · 1,908
Fbl Financial Group Retirement Plan $254M · 533

Compare Pension Plan of the Plumbers and Steamfi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust by total assets, not by location.

Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees (NC) $331M · 283
Retirement Plan for Employees of Intermountain Power Service Corporation (UT) $330M · 315
Valeo, Inc. Pension Plan (MI) $330M · 244
Pipe Fitters Local No 533 Pension Plan (MO) $330M · 1,171

Frequently Asked Questions

How did Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust assets move in 2024? ▼

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust grew at a solid clip - up 12.8% during 2024, from $293M to $331M. Reported net income was $37M.

How have Plumbers and Steamfitters Local Union No. 33 Retirement Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local Union No. 33 Retirement Trust's sponsor-wide assets grew 27.4%, from $260M to $331M.

Where does Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust rank by assets among Form 5500 filers? ▼

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees in NC ($331M, 283 participants).

Next read for Pension Plan of the Plumbers and Steamfi…

Scale reading

Ways to act on Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's numbers.

By total assets, Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
Plumbers and Steamfitters Local Union No. 33 Retirement Trust's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 426086687.

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.