Defined Benefit (Pension) · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees Pension Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 421
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $356,033
- Avg per participant High balance/head
Official DOL plan name: Plumbers & Steamfitters Local # 137 Pension Fund · Sponsored by Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees · Illinois · Construction
$150M in assets, 421 participants
Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees's Plumbers & Steamfitters Local # 137 Pension Fund reported $150M in total assets and 421 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.
- #8,273 in Construction (9,039 peers)
Where Plumbers & Steamfitters Local # 137 Pension Fund sits by assets
Plumbers & Steamfitters Local # 137 Pension Fund sits in the top 10% of all filed plans by assets, $150M for 421 participants (~$356,033/participant), up 1.9% in 2024.
- #8,273
- in Construction (9,039 peers)
- +1.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local # 137 Pension Fund's outsized position by total assets
Plumbers & Steamfitters Local # 137 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,889,835 Top 7% higher than 93% 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 # 137 Pension Fund 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 # 137 Pension Fund sits mid-pack in the medium band (421 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local # 137 Pension Fund reported net income fell from $12M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Plumbers & Steamfitters Local # 137 Pension Fund reported participants rose from 399 in the plan year 2023 filing to 421 in the plan year 2024 filing.
- Plumbers & Steamfitters Local # 137 Pension Fund end-of-year assets rose from $147M in the plan year 2023 filing to $150M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 366136791 · Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees PY 2024 · Defined Benefit (Pension)
Plumbers & Steamfitters Local # 137 Pension Fund · $150M · 421 · 93rd
- SCH $150M
- SCH 421
- SCH 93rd
- SCH Defined Benefit (Pension)
- SCH near Standex International Corporation Pension Plans
- SCH ind #8273
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 Illinois →
Plumbers & Steamfitters Local # 137 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $3M |
| Employer EIN | 366136791 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 10.90526393706085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $135M |
| 2023 | 1 | 399 | $147M |
| 2024 | 1 | 421 | $150M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Plumbers & Steamfitters Local # 137 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Standex International Corporation Pension Plans in NH ($150M); by covered participants it is Nrg Pension Plan in NJ (421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- Standex International Corporation Pension Plans (NH) $150M · 102
- First Financial Bancorp Employees' Pension Plan and Trust (OH) $150M · 2,153
- Woodward Hrt Pension Plan (CO) $150M · 231
- Graco Employee Retirement Plan - Blue (MN) $150M · 343
Similar participant headcount
Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.
- Nrg Pension Plan (NJ) 421 · 0 off
- Tribal Casino Gaming Enterprise Retirement Plan (NC) 421 · 0 off
- Ab Car Rental Services, Inc. Pension Plan for Bargaining Hourly Employees (NJ) 421 · 0 off
- Mg Advantage Retirement Plan (TX) 421 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.