Defined Benefit (Pension) · DOL Form 5500 · 2024
United Assn of Plumbers and Steamfitters 521 Pension Fd Pension Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $264,094
- Avg per participant High balance/head
Official DOL plan name: United Assn of Plumbers and Steamfitters 521 Pension Fund · Sponsored by United Assn of Plumbers and Steamfitters 521 Pension Fd · West Virginia · Finance & Insurance
$37M in assets, 139 participants
United Assn of Plumbers and Steamfitters 521 Pension Fd's United Assn of Plumbers and Steamfitters 521 Pension Fund reported $37M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,916 in Finance & Insurance (8,549 peers)
Coverage in West Virginia
United Assn of Plumbers and Steamfitters 521 Pension Fund covers 139 participants in West Virginia, about 30% of the average West Virginia filer (state average ~467 per filing). Assets: $37M.
- #5,916
- in Finance & Insurance (8,549 peers)
- +9.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Assn of Plumbers and Steamfitters 521 Pension Fund's outsized position by total assets
United Assn of Plumbers and Steamfitters 521 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,709,049 Top 20% higher than 80% 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
United Assn of Plumbers and Steamfitters 521 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. United Assn of Plumbers and Steamfitters 521 Pension Fund sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Assn of Plumbers and Steamfitters 521 Pension Fund end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- United Assn of Plumbers and Steamfitters 521 Pension Fund reported participants rose from 131 in the plan year 2023 filing to 139 in the plan year 2024 filing.
- United Assn of Plumbers and Steamfitters 521 Pension Fund reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 556039031 · United Assn of Plumbers and Steamfitters 521 Pension Fd PY 2024 · Defined Benefit (Pension)
United Assn of Plumbers and Steamfitters 521 Pension Fund · $37M · 139 · 80th
- BOOK $37M
- VS-ST 139
- BOY 80th
- SCH Defined Benefit (Pension)
- EBSA near Premcor Pension Plan for Certain Union Employees
- PART ind #5916
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 Finance & Insurance retirement plans → · Plans in West Virginia →
United Assn of Plumbers and Steamfitters 521 Pension Fund in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 556039031 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Assn of Plumbers and Steamfitters 521 Pension Fd)
Sponsor-wide plan assets over time
All United Assn of Plumbers and Steamfitters 521 Pension Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.600775629930336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $30M |
| 2023 | 1 | 131 | $34M |
| 2024 | 1 | 139 | $37M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $570M · 2,390
- I.U.O.E. Local 132 Pension Fund $559M · 1,858
- United Mine Workers of America 1985 Construction Workers Pension Plan $470M · 197
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $453M · 1,685
- Maryland Electrical Industry Pension Plan $289M · 1,784
United Assn of Plumbers and Steamfitters 521 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Premcor Pension Plan for Certain Union Employees in TX ($37M); by covered participants it is Hospital Central Services Cooperative, Inc. Pension Plan in PA (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Premcor Pension Plan for Certain Union Employees (TX) $37M · 564
- Pension Plan for Employees of Generali - US Branch (NY) $37M · 9
- Sierra Club Retirement Plan (CA) $37M · 187
- Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. (CT) $37M · 23
Similar participant headcount
Nearest other-state filings by covered participants (139 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.