Profit Sharing · DOL Form 5500 · 2022

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
283
Participants Below avg headcount
86th
Percentile by assets National rank
$147,033
Avg per participant Above avg balance/head
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Official DOL plan name: Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · Sponsored by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund · Connecticut · Construction

$42M in assets, 283 participants

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported $42M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,413 in Construction (9,927 peers)

Coverage in Connecticut

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan covers 283 participants in Connecticut, about 39% of the average Connecticut filer (state average ~718 per filing). Assets: $42M.

#8,413
in Construction (9,927 peers)
-16.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's outsized position by total assets

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$41,610,426 Top 14% higher than 86% of 139,123 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 2022

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan sits mid-pack in the medium band (283 participants).

EBSA filing schedule strip

Filing strip 046069434 · Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund PY 2022 · Profit Sharing

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · $42M · 283 · 86th

  • RANK $42M
  • PHOTO 283
  • IND 86th
  • EOY Profit Sharing
  • 5500 near Indiana Laborers Defined Contribution Trust Fund
  • ASSETS ind #8413

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 Connecticut →

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan in the asset neighbourhood

Botsford Hospital Defined Contribution PlanBotsford Hospital Defined Co…$42MIndiana Laborers Defined Contribution Trust FundIndiana Laborers Defined Con…$42MWorcester Plumbers and Pipefitters Local Union #4 Annuity PlanWorcester Plumbers and Pipef…$42MCommunication Workers of America, AFL-CIO Local 1170 Retirement PlanCommunication Workers of Ame…$42MCc1 Limited Partnership Retirement & Savings Plan Partnership Retirement & Savings PlanCc1 Limited Partnership Reti…$41M
End-of-year total assets ($M) among Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$42M
Net Income-$8M
Employer EIN046069434
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund)

Sponsor-wide plan assets over time

All Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 38.742605038458386% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.6M $57.7M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 283 $42M
2023 1 286 $50M
2024 1 307 $58M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan, Total assets ($B): 0.041610426 · Participants: 283Worcester Plumbers and Pipefitters Local Union #4 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Indiana Laborers Defined Contribution Trust Fund in IN ($42M); by covered participants it is Supermercado Econo Facundo, Inc. Retirement Plan in PR (282 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan assets move in 2022? ▼
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan declined sharply - down 16.3% during 2022, from $50M to $42M. Reported net income was -$8M.
How have Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets grew 38.7%, from $42M to $58M.
Where does Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan rank by assets among Form 5500 filers? ▼
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Indiana Laborers Defined Contribution Trust Fund in IN ($42M, 13,678 participants).
Which Profit Sharing plans cover a similar participant headcount to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Supermercado Econo Facundo, Inc. Retirement Plan in PR (282 participants, $2M in assets).