Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, United Association Union Local No. Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 3,464
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $366,099
- Avg per participant High balance/head
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.
- #8,928 in Construction (9,039 peers)
Coverage in Oregon
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan covers 3,464 participants in Oregon, 7.8x the typical Oregon plan (state average ~443 per filing). Assets: $1.3B.
- #8,928
- in Construction (9,039 peers)
- +13.2%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's outsized position by total assets
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,268,165,627 Top 1% higher than 99% 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
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan'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. Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan lands in the large band (3,464 participants).
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.
Form 5500 schedule snapshot
Filing strip 936021114 · Board of Trustees, United Association Union Local No. PY 2024 · Defined Benefit (Pension)
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan · $1.3B · 3,464 · 99th
- EBSA $1.3B
- PART 3,464
- TYPE 99th
- NET Defined Benefit (Pension)
- BOOK near Eastman Retirement Assistance Plan
- VS-ST ind #8928
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 Oregon →
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Board of Trustees, United Association Union Local No. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 31.454985243897166% vs 2022
- 2024 filing year
| 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.
- 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
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Eastman Retirement Assistance Plan in TN ($1.3B); by covered participants it is Western Pennsylvania Teamsters and Employers Pension Fund in PA (3,456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,464 participants); asset peers above are excluded.
- Western Pennsylvania Teamsters and Employers Pension Fund (PA) 3,456 · 8 off
- Vns Health Care Pension Plan (NY) 3,448 · 16 off
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) 3,446 · 18 off
- Foot Locker Retirement Plan (NY) 3,486 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.