Defined Benefit (Pension) · DOL Form 5500 · 2024
Plumbers and Steamfitters Local Union No. 33 Retirement Trust Pension Plan
Data updated 2026-08-25
- $331M
- Total assets Above avg plan size
- 1,233
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $268,440
- Avg per participant High balance/head
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.
- #8,633 in Construction (9,039 peers)
Coverage in Iowa
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust covers 1,233 participants in Iowa, 2.0x the typical Iowa plan (state average ~609 per filing). Assets: $331M.
- #8,633
- in Construction (9,039 peers)
- +12.8%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's outsized position by total assets
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$330,986,539 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust lands in the large band (1,233 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 426086687 · Plumbers and Steamfitters Local Union No. 33 Retirement Trust PY 2024 · Defined Benefit (Pension)
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust · $331M · 1,233 · 96th
- RANK $331M
- RANK 1,233
- RANK 96th
- RANK Defined Benefit (Pension)
- RANK near Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees
- RANK ind #8633
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 Iowa →
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in the asset neighbourhood
Iowa filing particulars
| 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)
Sponsor-wide plan assets over time
All Plumbers and Steamfitters Local Union No. 33 Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $331M 27.377167328385895% vs 2022
- 2024 filing year
| 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.
- 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
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees in NC ($331M); by covered participants it is Huhtamaki Retirement Accrual Plan in KS (1,233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($331M here).
- Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees (NC) $331M · 283
- Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund (NJ) $331M · 63
- Retirement Plan for Employees of Intermountain Power Service Corporation (UT) $330M · 315
- Valeo, Inc. Pension Plan (MI) $330M · 244
Similar participant headcount
Nearest other-state filings by covered participants (1,233 participants); asset peers above are excluded.
- Huhtamaki Retirement Accrual Plan (KS) 1,233 · 0 off
- New Jersey Manufacturers Insurance Company Retirement Plan (NJ) 1,233 · 0 off
- Greif Pension Plan (OH) 1,232 · 1 off
- Brown-Forman Corporation Salaried Employees Retirement Plan (KY) 1,237 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.