Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Steamfitters Industry Pension Fund Pension Plan

Data updated 2026-08-25

$461M
Total assets Above avg plan size
1,981
Participants Near avg headcount
97th
Percentile by assets National rank
$232,520
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steamfitters Industry Pension Fund · Sponsored by Board of Trustees Steamfitters Industry Pension Fund · New York · Construction

$461M in assets, 1,981 participants

Board of Trustees Steamfitters Industry Pension Fund's Steamfitters Industry Pension Fund reported $461M in total assets and 1,981 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,736 in Construction (9,039 peers)

Coverage in New York

Steamfitters Industry Pension Fund covers 1,981 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $461M.

#8,736
in Construction (9,039 peers)
+7.1%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Steamfitters Industry Pension Fund's outsized position by total assets

Steamfitters Industry Pension Fund vs every filed plan by assets

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

$460,622,018 Top 3% higher than 97% 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

Steamfitters Industry Pension Fund'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. Steamfitters Industry Pension Fund lands in the large band (1,981 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steamfitters Industry Pension Fund reported net income rose from $13M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Steamfitters Industry Pension Fund end-of-year assets rose from $430M in the plan year 2023 filing to $461M in the plan year 2024 filing.
  • Steamfitters Industry Pension Fund reported participants fell from 2,090 in the plan year 2023 filing to 1,981 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136149680 · Board of Trustees Steamfitters Industry Pension Fund PY 2024 · Defined Benefit (Pension)

Steamfitters Industry Pension Fund · $461M · 1,981 · 97th

  • PART $461M
  • PART 1,981
  • PART 97th
  • PART Defined Benefit (Pension)
  • PART near United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund
  • PART ind #8736

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 York →

Steamfitters Industry Pension Fund in the asset neighbourhood

Local 68 Engineers Union Pension PlanLocal 68 Engineers Union Pen…$462MPainters District Council No. 30 Pension FundPainters District Council No…$461MSteamfitters Industry Pension FundSteamfitters Industry Pensio…$461MUnited Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension FundUnited Food & Commercial Wor…$461MAlabama Farmers Federation and Affiliated Companies Retirement PlanAlabama Farmers Federation a…$460M
End-of-year total assets ($M) among Steamfitters Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$430M
Net Assets (End of Year)$460M
Net Income$31M
Employer EIN136149680
Plan Effective Date1950-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Steamfitters Industry Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Steamfitters Industry Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$461M 10.355478205743838% vs 2022
2024 filing year
$400M$420M$440M$460M$480M 202220232024 $417M $461M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2,384 $417M
2023 1 2,090 $430M
2024 1 1,981 $461M

Nearby Defined Benefit (Pension) Plans in New York

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

Steamfitters Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Steamfitters Industry Pension Fund, Total assets ($B): 0.460622018 · Participants: 1981Steamfitters Industry Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Steamfitters Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Steamfitters Industry Pension Fund side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund in OH ($461M); by covered participants it is Csaa Insurance Group Cash Balance Retirement Plan in CA (1,984 participants). Same-state nearby plans are listed separately above.

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 Steamfitters Industry Pension Fund assets move in 2024? ▼
Steamfitters Industry Pension Fund grew at a solid clip - up 7.1% during 2024, from $430M to $461M. Reported net income was $31M.
How have Board of Trustees Steamfitters Industry Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Steamfitters Industry Pension Fund's sponsor-wide assets grew 10.4%, from $417M to $461M.
Where does Steamfitters Industry Pension Fund rank by assets among Form 5500 filers? ▼
Steamfitters Industry Pension Fund ranks in the 97th percentile by end-of-year assets among 123,622 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 Steamfitters Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund in OH ($461M, 5,627 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Steamfitters Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Csaa Insurance Group Cash Balance Retirement Plan in CA (1,984 participants, $822M 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 136149680.

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.