Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$152M
Total assets Near avg plan size
497
Participants Below avg headcount
93rd
Percentile by assets National rank
$306,422
Avg per participant High balance/head
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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.

  • #8,281 in Construction (9,039 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.

#8,281
in Construction (9,039 peers)
+5.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's outsized position by total assets

U.a. Plumbers 63 & Steamfitters 353 Joint Pension vs every filed plan by assets

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

$152,291,624 Top 7% higher than 93% 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

U.a. Plumbers 63 & Steamfitters 353 Joint Pension 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. U.a. Plumbers 63 & Steamfitters 353 Joint Pension sits mid-pack in the medium band (497 participants).

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 →

DOL schedule card

Filing strip 376118084 · Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund PY 2024 · Defined Benefit (Pension)

U.a. Plumbers 63 & Steamfitters 353 Joint Pension · $152M · 497 · 93rd

  • PART $152M
  • PART 497
  • PART 93rd
  • PART Defined Benefit (Pension)
  • PART near International Brotherhood of Teamsters Retirement & Family Protection
  • PART ind #8281

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 Indiana →

U.a. Plumbers 63 & Steamfitters 353 Joint Pension in the asset neighbourhood

Plumbers & Steamfitters Local 43 Pension FundPlumbers & Steamfitters Loca…$153MInternational Brotherhood of Teamsters Retirement & Family ProtectionInternational Brotherhood of…$152MU.a. Plumbers 63 & Steamfitters 353 Joint PensionU.a. Plumbers 63 & Steamfitt…$152MSemco Energy, Inc. Non-Union Employees' Retirement PlanSemco Energy, Inc. Non-Union…$152MTribal Casino Gaming Enterprise Retirement PlanTribal Casino Gaming Enterpr…$152M
End-of-year total assets ($M) among U.a. Plumbers 63 & Steamfitters 353 Joint Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Trustees U.a. Plumbers 63 & Steamfitters 353 Pen Trustfund plans reported in each filing year

Latest sponsor-wide plan assets
$152M 10.068958128231593% vs 2022
2024 filing year
$135M$140M$145M$150M$155M 202220232024 $138M $152M ▲ +10.1%
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 Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants U.a. Plumbers 63 & Steamfitters 353 Joint Pension, Total assets ($B): 0.152291624 · Participants: 497U.a. Plumbers 63 & Steamfitters 353 Joint PensionThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource 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 Joint Pension side-by-side with 3 peers →

U.a. Plumbers 63 & Steamfitters 353 Joint Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is International Brotherhood of Teamsters Retirement & Family Protection in DC ($152M); by covered participants it is The Newspaper Guild International Pension Plan in DC (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to U.a. Plumbers 63 & Steamfitters 353 Joint Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Newspaper Guild International Pension Plan in DC (496 participants, $160M 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 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.