Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund Pension Plan

Data updated 2026-08-06

$152M
Total assets
497
Participants
93rd
Percentile by assets
$306,422
Avg per participant
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Official DOL plan name: U.a. Plumbers 63 & Steamfitters 353 Joint Pension · Sponsored by Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund · Indiana · Construction

$152M in assets, 497 participants

Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported $152M in total assets and 497 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 116,472 plans)
  • #7,684 in Construction (8,304 peers)

Where U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits by assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits in the top 10% of all filed plans by assets, $152M for 497 participants (~$306,422/participant), up 5.2% in 2024.

$152M
total plan assets (2024 EOY)
497
covered participants
93rd
percentile by assets (of 116,472 plans)
$306,422
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • U.a. Plumbers 63 & Steamfitters 353 Joint Pension end-of-year assets rose from $145M in the plan year 2023 filing to $152M in the plan year 2024 filing.
  • U.a. Plumbers 63 & Steamfitters 353 Joint Pension reported participants rose from 481 in the plan year 2023 filing to 497 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Indiana
Industry
Construction

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs the 2024 asset distribution

By assets, U.a. Plumbers 63 & Steamfitters 353 Joint Pension outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$152M
Net Income$8M
Employer EIN376118084
Plan Effective Date1965-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund)

$135M$140M$145M$150M$155M 202220232024 $138M $152M ▲ +10.1%
Total plan assets by year, all Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plans on file
Year Plans Participants Total Assets
2022 1 465 $138M
2023 1 481 $145M
2024 1 497 $152M

Nearby Defined Benefit (Pension) Plans in Indiana

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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants U.a. Plumbers 63 & S…The Lilly Retirement…Cummins Pension PlanIndiana Laborers Pen…Elevance Health Cash…Nisource Pension Plan
U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare U.a. Plumbers 63 & Steamfitters 353 Join… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to U.a. Plumbers 63 & Steamfitters 353 Joint Pension by total assets, not by location.

Frequently Asked Questions

How did U.a. Plumbers 63 & Steamfitters 353 Joint Pension assets move in 2024? ▼
U.a. Plumbers 63 & Steamfitters 353 Joint Pension grew at a solid clip - up 5.2% during 2024, from $145M to $152M. Reported net income was $8M.
How have Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's sponsor-wide assets grew 10.1%, from $138M to $152M.
Where does U.a. Plumbers 63 & Steamfitters 353 Joint Pension rank by assets among Form 5500 filers? ▼
U.a. Plumbers 63 & Steamfitters 353 Joint Pension ranks in the 93rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Brotherhood of Teamsters Retirement & Family Protection in DC ($152M, 314 participants).

Next read for U.a. Plumbers 63 & Steamfitters 353 Join…

Scale reading

Ways to act on U.a. Plumbers 63 & Steamfitters 353 Joint Pension's numbers.

  • By total assets, U.a. Plumbers 63 & Steamfitters 353 Joint Pension ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
  • Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund's sponsor-wide assets have grown 10.1% 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 376118084.

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.