Money Purchase · DOL Form 5500 · 2024

Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
422
Participants Below avg headcount
75th
Percentile by assets National rank
$63,308
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local No 42 Retirement Plan · Sponsored by Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln · Ohio · Construction

$27M in assets, 422 participants

Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln's Plumbers and Steamfitters Local No 42 Retirement Plan reported $27M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,696 in Construction (9,039 peers)

Where Plumbers and Steamfitters Local No 42 Retirement Plan sits by assets

Plumbers and Steamfitters Local No 42 Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 422 participants (~$63,308/participant), up 11.7% in 2024.

#6,696
in Construction (9,039 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local No 42 Retirement Plan's outsized position by total assets

Plumbers and Steamfitters Local No 42 Retirement Plan vs every filed plan by assets

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

$26,716,085 Top 25% higher than 75% 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 and Steamfitters Local No 42 Retirement 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 and Steamfitters Local No 42 Retirement Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers and Steamfitters Local No 42 Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Plumbers and Steamfitters Local No 42 Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Plumbers and Steamfitters Local No 42 Retirement Plan reported participants rose from 378 in the plan year 2023 filing to 422 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341824808 · Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln PY 2024 · Money Purchase

Plumbers and Steamfitters Local No 42 Retirement Plan · $27M · 422 · 75th

  • VS-ST $27M
  • BOY 422
  • SCH 75th
  • EBSA Money Purchase
  • PART near University of Maryland Surgical Associates, P.a. Pension Plan
  • TYPE ind #6696

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 Ohio →

Plumbers and Steamfitters Local No 42 Retirement Plan in the asset neighbourhood

Community Hospital Employees Pension PlanCommunity Hospital Employees…$27MBlitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$27MAmikids, Inc. Money Purchase Pension PlanAmikids, Inc. Money Purchase…$27MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$27MPlumbers and Steamfitters Local No 42 Retirement PlanPlumbers and Steamfitters Lo…$27M
End-of-year total assets ($M) among Plumbers and Steamfitters Local No 42 Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN341824808
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln)

Sponsor-wide plan assets over time

All Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln plans reported in each filing year

Latest sponsor-wide plan assets
$27M 19.942371636009014% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $26.7M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 385 $22M
2023 1 378 $24M
2024 1 422 $27M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Plumbers and Steamfitters Local No 42 Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Plumbers and Steamfitters Local No 42 Retirement Plan, Total assets ($B): 0.026716085 · Participants: 422Plumbers and Steamfitters Local No 42 Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.717290657 · Participants: 47538The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.624051399 · Participants: 4957The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.533297563 · Participants: 7205Iron Workers District Council of So Oh & Vicinity Annuity TrustUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.382016647 · Participants: 3130University of Dayton Defined Contribution Retirement PlanNorthwestern Ohio Plumbers and Pipefitters Retirement and Trust, Total assets ($B): 0.375518141 · Participants: 2118Northwestern Ohio Plumbers and Pipefitters Retirement and Trust
Plumbers and Steamfitters Local No 42 Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Plumbers and Steamfitters Local No 42 Retirement Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local No 42 Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is University of Maryland Surgical Associates, P.a. Pension Plan in MD ($27M); by covered participants it is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.

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 and Steamfitters Local No 42 Retirement Plan assets move in 2024? ▼
Plumbers and Steamfitters Local No 42 Retirement Plan grew at a solid clip - up 11.7% during 2024, from $24M to $27M. Reported net income was $3M.
How have Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Plumbers & Steamfitters Loc 42 Retirement Pln's sponsor-wide assets grew 19.9%, from $22M to $27M.
Where does Plumbers and Steamfitters Local No 42 Retirement Plan rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local No 42 Retirement Plan ranks in the 75th 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 Money Purchase plans are similar in size to Plumbers and Steamfitters Local No 42 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is University of Maryland Surgical Associates, P.a. Pension Plan in MD ($27M, 63 participants).
Which Money Purchase plans cover a similar participant headcount to Plumbers and Steamfitters Local No 42 Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (424 participants, $111M 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 341824808.

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.