Defined Benefit (Pension) · DOL Form 5500 · 2024
Steelworkers Pension Trust Pension Plan
Data updated 2026-08-25
- $7.2B
- Total assets Very large vs avg
- 46,110
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $156,907
- Avg per participant Above avg balance/head
Official DOL plan name: Steelworkers Pension Trust · Sponsored by Steelworkers Pension Trust · Pennsylvania · Finance & Insurance
$7.2B in assets, 46,110 participants
Steelworkers Pension Trust's Steelworkers Pension Trust reported $7.2B in total assets and 46,110 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #8,515 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Steelworkers Pension Trust covers 46,110 participants in Pennsylvania, 56x the typical Pennsylvania plan (state average ~822 per filing). Assets: $7.2B.
- #8,515
- in Finance & Insurance (8,549 peers)
- +9.6%
- assets growth YoY
- 73×
- vs typical plan assets (national mean)
Steelworkers Pension Trust's outsized position by total assets
Steelworkers Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,234,971,663 Highest reported value at or above every one 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
Steelworkers Pension Trust's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steelworkers Pension Trust is a mega filing (46,110 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steelworkers Pension Trust end-of-year assets rose from $6.6B in the plan year 2023 filing to $7.2B in the plan year 2024 filing.
- Steelworkers Pension Trust reported net income rose from $656M in the plan year 2023 filing to $694M in the plan year 2024 filing.
- Steelworkers Pension Trust reported participants fell from 47,052 in the plan year 2023 filing to 46,110 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236648508 · Steelworkers Pension Trust PY 2024 · Defined Benefit (Pension)
Steelworkers Pension Trust · $7.2B · 46,110 · 100th
- BOOK $7.2B
- VS-ST 46,110
- BOY 100th
- SCH Defined Benefit (Pension)
- EBSA near Delta Retirement Plan
- PART ind #8515
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Steelworkers Pension Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6.6B |
|---|---|
| Net Assets (End of Year) | $7.2B |
| Net Income | $694M |
| Employer EIN | 236648508 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steelworkers Pension Trust)
Sponsor-wide plan assets over time
All Steelworkers Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.2B 22.451792388725174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52,395 | $5.9B |
| 2023 | 1 | 47,052 | $6.6B |
| 2024 | 1 | 46,110 | $7.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
- Eastern Atlantic States Carpenters Pension Fund $5.0B · 12,421
Scale composition for Steelworkers Pension Trust
Steelworkers Pension Trust reports $7.2B in end-of-year assets across 46,110 participants (0.059% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.049% of 93,925,755 covered participants) - about $156,907 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $694M.
This plan identity (EIN 236648508, plan #499) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.9B to $7.2B (+22.5%) while covered participants moved from 52,395 to 46,110 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 52,395 | $5.9B | Open filing |
| 2023 | 47,052 | $6.6B | Open filing |
| 2024 · index core | 46,110 | $7.2B | This page |
Steelworkers Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Delta Retirement Plan in GA ($7.3B); by covered participants it is Wells Fargo & Company Cash Balance Plan in MN (46,875 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.2B here).
- Delta Retirement Plan (GA) $7.3B · 15,222
- Cox Enterprises, Inc. Pension Plan (GA) $7.1B · 22,501
- Deseret Mutual Master Retirement Plan (UT) $7.1B · 10,478
- Boilermaker-Blacksmith National Pension Trust (MO) $7.5B · 28,958
Similar participant headcount
Nearest other-state filings by covered participants (46,110 participants); asset peers above are excluded.
- Wells Fargo & Company Cash Balance Plan (MN) 46,875 · 765 off
- International Painters and Allied Trades Industry Pension Plan (MD) 45,029 · 1,081 off
- IBM Personal Pension Plan (NY) 48,014 · 1,904 off
- Western States Carpenters Pension Plan (CA) 48,582 · 2,472 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.