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
PlainRetire home → About this data

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.

See the national 2023→2024 release diff →

State
Industry

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 EIN936021114
Plan Effective Date1961-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, United Association Union Local No.)

$0.9B$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $0.96B $1.27B ▲ +32.3%
Total plan assets by year, all Board of Trustees, United Association Union Local No. plans on file
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

Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 11.21.41.61.8 Total assets ($B) Participants Ua Local 290 Plumber…Northwest Sheet Meta…Xpo Pension PlanPrecision Castparts …Oregon Retail Employ…Oregon Retail Employ…
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

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.

Frequently Asked Questions

How did Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan assets move in 2024?
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan grew at a solid clip - up 13.2% during 2024, from $1.1B to $1.3B. Reported net income was $149M.
How have Board of Trustees, United Association Union Local No. plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, United Association Union Local No.'s sponsor-wide assets grew 31.5%, from $965M to $1.3B.
Where does Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan rank by assets among Form 5500 filers?
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eastman Retirement Assistance Plan in TN ($1.3B, 2,885 participants).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.