Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, United Association Union Local No. Pension Plan
Data updated 2026-07-24
- $1.3B
- Total assets
- 3,464
- Participants
- 99th
- Percentile by assets
- $366,099
- Avg per participant
Official DOL plan name: Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan · Sponsored by Board of Trustees, United Association Union Local No. · Oregon · Construction
$1.3B in assets, 3,464 participants
Board of Trustees, United Association Union Local No.'s Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported $1.3B in total assets and 3,464 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Oregon
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan covers 3,464 participants in Oregon, 7.9x the typical Oregon plan (state average ~440 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 3,464
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $366,099
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported net income fell from $158M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reported participants rose from 3,351 in the plan year 2023 filing to 3,464 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan reports 3,464 participants - 7.9x that state average ($1.3B EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $149M |
| Employer EIN | 936021114 |
| Plan Effective Date | 1961-07-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, United Association Union Local No.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,037 | $965M |
| 2023 | 1 | 3,351 | $1.1B |
| 2024 | 1 | 3,464 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
- Oregon Retail Employees Pension Plan $1.1B · 19,775
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan by total assets, not by location.
- Eastman Retirement Assistance Plan (TN) $1.3B · 2,885
- American Family Pension Plan (WI) $1.3B · 11,032
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) $1.3B · 2,018
- Martin Marietta Pension Plan (NC) $1.3B · 8,664
Frequently Asked Questions
How did Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan assets move in 2024? ▼
How have Board of Trustees, United Association Union Local No. plan assets changed over time? ▼
Where does Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan? ▼
Next read for Ua Local 290 Plumber, Steamfitter & Ship…
Filing takeaways
Ways to act on Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's numbers.
- By total assets, Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Board of Trustees, United Association Union Local No.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Construction plans
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 936021114.
Read our methodology - how this data is sourced, computed, and verified.