Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees Plumbers & Fitters Local Union 295 Pension Fund Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
244
Participants Below avg headcount
88th
Percentile by assets National rank
$292,997
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers & Fitters Local Union 295 Pension Plan · Sponsored by Trustees Plumbers & Fitters Local Union 295 Pension Fund · Florida · Construction

$71M in assets, 244 participants

Trustees Plumbers & Fitters Local Union 295 Pension Fund's Plumbers & Fitters Local Union 295 Pension Plan reported $71M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,760 in Construction (9,039 peers)

Coverage in Florida

Plumbers & Fitters Local Union 295 Pension Plan covers 244 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $71M.

#7,760
in Construction (9,039 peers)
+20.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Plumbers & Fitters Local Union 295 Pension Plan's outsized position by total assets

Plumbers & Fitters Local Union 295 Pension Plan vs every filed plan by assets

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

$71,491,333 Top 12% higher than 88% 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

Plumbers & Fitters Local Union 295 Pension Plan 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. Plumbers & Fitters Local Union 295 Pension Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers & Fitters Local Union 295 Pension Plan end-of-year assets rose from $60M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Plumbers & Fitters Local Union 295 Pension Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Plumbers & Fitters Local Union 295 Pension Plan reported participants fell from 259 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 596486522 · Trustees Plumbers & Fitters Local Union 295 Pension Fund PY 2024 · Defined Benefit (Pension)

Plumbers & Fitters Local Union 295 Pension Plan · $71M · 244 · 88th

  • BOY $71M
  • SCH 244
  • EBSA 88th
  • PART Defined Benefit (Pension)
  • TYPE near Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan
  • NET ind #7760

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 Florida →

Plumbers & Fitters Local Union 295 Pension Plan in the asset neighbourhood

Sappi North America, Inc. Retirement Plan for Hourly EmployeesSappi North America, Inc. Re…$72MPension Plan for Salaried Employees of AlconPension Plan for Salaried Em…$72MDisabled American Veterans Retirement / Pension Equity PlanDisabled American Veterans R…$72MBakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension PlanBakery, Confectionery, Tobac…$71MPlumbers & Fitters Local Union 295 Pension PlanPlumbers & Fitters Local Uni…$71M
End-of-year total assets ($M) among Plumbers & Fitters Local Union 295 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$71M
Net Income$12M
Employer EIN596486522
Plan Effective Date1963-03-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Plumbers & Fitters Local Union 295 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Plumbers & Fitters Local Union 295 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$71M 43.888301849607465% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.7M $71.5M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 285 $50M
2023 1 259 $60M
2024 1 244 $71M

Nearby Defined Benefit (Pension) Plans in Florida

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

Plumbers & Fitters Local Union 295 Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Plumbers & Fitters Local Union 295 Pension Plan, Total assets ($B): 0.071491333 · Participants: 244Plumbers & Fitters Local Union 295 Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Plumbers & Fitters Local Union 295 Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Plumbers & Fitters Local Union 295 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan in MD ($71M); by covered participants it is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (244 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 Plumbers & Fitters Local Union 295 Pension Plan assets move in 2024?
Plumbers & Fitters Local Union 295 Pension Plan grew sharply - up 20.1% during 2024, from $60M to $71M. Reported net income was $12M.
How have Trustees Plumbers & Fitters Local Union 295 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees Plumbers & Fitters Local Union 295 Pension Fund's sponsor-wide assets grew 43.9%, from $50M to $71M.
Where does Plumbers & Fitters Local Union 295 Pension Plan rank by assets among Form 5500 filers?
Plumbers & Fitters Local Union 295 Pension Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Plumbers & Fitters Local Union 295 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan in MD ($71M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Plumbers & Fitters Local Union 295 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (244 participants, $26M in assets).