Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Plumbers & Steamfitter Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 321
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $261,239
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 248- Pension Trust Plan · Sponsored by Trustees of Plumbers & Steamfitter Pension Trust Fund · Kentucky · Construction
$84M in assets, 321 participants
Trustees of Plumbers & Steamfitter Pension Trust Fund's Plumbers & Steamfitters Local 248- Pension Trust Plan reported $84M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,898 in Construction (9,039 peers)
Coverage in Kentucky
Plumbers & Steamfitters Local 248- Pension Trust Plan covers 321 participants in Kentucky, about 50% of the average Kentucky filer (state average ~647 per filing). Assets: $84M.
- #7,898
- in Construction (9,039 peers)
- +5.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 248- Pension Trust Plan's outsized position by total assets
Plumbers & Steamfitters Local 248- Pension Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,857,681 Top 11% higher than 89% 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
Plumbers & Steamfitters Local 248- Pension Trust 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 & Steamfitters Local 248- Pension Trust Plan sits mid-pack in the medium band (321 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 248- Pension Trust Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 248- Pension Trust Plan end-of-year assets rose from $80M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 248- Pension Trust Plan reported participants rose from 309 in the plan year 2023 filing to 321 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311017514 · Trustees of Plumbers & Steamfitter Pension Trust Fund PY 2024 · Defined Benefit (Pension)
Plumbers & Steamfitters Local 248- Pension Trust Plan · $84M · 321 · 89th
- EIN $84M
- EIN 321
- EIN 89th
- EIN Defined Benefit (Pension)
- EIN near The Scott Fetzer Pension Plan
- EIN ind #7898
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 Kentucky →
Plumbers & Steamfitters Local 248- Pension Trust Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $4M |
| Employer EIN | 311017514 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitter Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Plumbers & Steamfitter Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 17.816140594481336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $71M |
| 2023 | 1 | 309 | $80M |
| 2024 | 1 | 321 | $84M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Plumbers & Steamfitters Local 248- Pension Trust Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is The Scott Fetzer Pension Plan in OH ($84M); by covered participants it is Comau LLC Employees' Retirement Income Plan in MI (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- The Scott Fetzer Pension Plan (OH) $84M · 338
- Pension Plan for Cooperatives (MN) $84M · 929
- Pxd Retirement Plan for Bargaining Unit Members of the Pgu (TX) $84M · 93
- Local 670 Pension Plan (NY) $84M · 1,313
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- Comau LLC Employees' Retirement Income Plan (MI) 321 · 0 off
- Firmenich Pension Plan (NJ) 321 · 0 off
- Pension Plan for Reynolds Bargaining (IL) 321 · 0 off
- Fci, Inc. Pension Plan for Bargaining Unit Employees - Marshalltown, Iowa (MO) 321 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.