Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 Pension Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size
464
Participants Below avg headcount
94th
Percentile by assets National rank
$427,398
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Steamfitters Pension Fund 475 · Sponsored by Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 · New Jersey · Construction

$198M in assets, 464 participants

Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's Pension Plan of Steamfitters Pension Fund 475 reported $198M in total assets and 464 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,418 in Construction (9,039 peers)

Where Pension Plan of Steamfitters Pension Fund 475 sits by assets

Pension Plan of Steamfitters Pension Fund 475 sits in the top 10% of all filed plans by assets, $198M for 464 participants (~$427,398/participant), up 8.9% in 2024.

#8,418
in Construction (9,039 peers)
+8.9%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Pension Plan of Steamfitters Pension Fund 475's outsized position by total assets

Pension Plan of Steamfitters Pension Fund 475 vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$198,312,455 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Steamfitters Pension Fund 475 among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Steamfitters Pension Fund 475 sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of Steamfitters Pension Fund 475 end-of-year assets rose from $182M in the plan year 2023 filing to $198M in the plan year 2024 filing.
  • Pension Plan of Steamfitters Pension Fund 475 reported participants rose from 451 in the plan year 2023 filing to 464 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 226029738 · Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 PY 2024 · Defined Benefit (Pension)

Pension Plan of Steamfitters Pension Fund 475 · $198M · 464 · 94th

  • BOOK $198M
  • VS-ST 464
  • BOY 94th
  • SCH Defined Benefit (Pension)
  • EBSA near Local 309 Wiremans Pension Trust
  • PART ind #8418

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 New Jersey →

Pension Plan of Steamfitters Pension Fund 475 in the asset neighbourhood

Carmax, Inc. Pension Plan$199MNintendo of America Inc. Defined Benefit Retirement PlanNintendo of America Inc. Def…$199MPension Plan of Steamfitters Pension Fund 475Pension Plan of Steamfitters…$198MLocal 309 Wiremans Pension TrustLocal 309 Wiremans Pension T…$198MStanford University Staff Retirement Annuity PlanStanford University Staff Re…$197M
End-of-year total assets ($M) among Pension Plan of Steamfitters Pension Fund 475 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$198M
Net Income$16M
Employer EIN226029738
Plan Effective Date1953-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475)

Sponsor-wide plan assets over time

All Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plans reported in each filing year

Latest sponsor-wide plan assets
$198M 19.560816613841446% vs 2022
2024 filing year
$160M$170M$180M$190M$200M$210M 202220232024 $166M $198M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 468 $166M
2023 1 451 $182M
2024 1 464 $198M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pension Plan of Steamfitters Pension Fund 475, Total assets ($B): 0.198312455 · Participants: 464Pension Plan of Steamfitters Pension Fund 475Retirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Pension Plan of Steamfitters Pension Fund 475 vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pension Plan of Steamfitters Pension Fund 475 side-by-side with 3 peers →

Pension Plan of Steamfitters Pension Fund 475's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Local 309 Wiremans Pension Trust in MO ($198M); by covered participants it is Cincinnati Financial Corporation Retirement Plan in OH (465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198M here).

Similar participant headcount

Nearest other-state filings by covered participants (464 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan of Steamfitters Pension Fund 475 assets move in 2024? ▼
Pension Plan of Steamfitters Pension Fund 475 grew at a solid clip - up 8.9% during 2024, from $182M to $198M. Reported net income was $16M.
How have Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Pension Plan of Steamfitters Pension Fund Local 475's sponsor-wide assets grew 19.6%, from $166M to $198M.
Where does Pension Plan of Steamfitters Pension Fund 475 rank by assets among Form 5500 filers? ▼
Pension Plan of Steamfitters Pension Fund 475 ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 309 Wiremans Pension Trust in MO ($198M, 433 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Steamfitters Pension Fund 475? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cincinnati Financial Corporation Retirement Plan in OH (465 participants, $358M in assets).

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 226029738.

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.