Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$42M
Total assets
283
Participants
86th
Percentile by assets
$147,033
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$42M
total plan assets (2022 EOY)
283
covered participants
86th
percentile by assets (of 139,126 plans)
$147,033
avg assets per participant

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.

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reports 283 participants - about 39% of that state average ($42M EOY assets).

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)

$35M$40M$45M$50M$55M$60M 202220232024 $41.6M $57.7M â–˛ +38.7%
Total plan assets by year, all Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans on file
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

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 a…North Atlantic State…The Lee Company Prof…Connecticut Children…Connecticut Laborers…Connecticut Pipetrad…
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's numbers.

  • By total assets, Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
  • Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Construction plans