Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan
Data updated 2026-08-11
- $112M
- Total assets
- 507
- Participants
- 93rd
- Percentile by assets
- $221,858
- Avg per participant
Official DOL plan name: Plumbers Retirement Fund · Sponsored by Board of Trustees Plumbers Local 27 Retirement Fund · Pennsylvania · Construction
$112M in assets, 507 participants
Board of Trustees Plumbers Local 27 Retirement Fund's Plumbers Retirement Fund reported $112M in total assets and 507 participants in its 2022 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,143 in Construction (9,927 peers)
Where Plumbers Retirement Fund sits by assets
Plumbers Retirement Fund sits in the top 10% of all filed plans by assets, $112M for 507 participants (~$221,858/participant), down 20.3% in 2022.
- $112M
- total plan assets (2022 EOY)
- 507
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $221,858
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plumbers Retirement Fund vs the 2022 asset distribution
By assets, Plumbers Retirement Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | -$29M |
| Employer EIN | 256110016 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers Local 27 Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 507 | $112M |
| 2023 | 1 | 594 | $124M |
| 2024 | 1 | 707 | $131M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Plumbers Retirement Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers Retirement Fund by total assets, not by location.
- Treasurers and Ticket Sellers Local 751 Annuity Fund (NY) $113M · 873
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan (MA) $112M · 260
- Steamship Trade Association of Baltimore, Incorporated-International Longshoremen's Assoc. Severance and Annuity Plan (MD) $114M · 2,530
- True Companies Employees Profit Sharing Plan (WY) $111M · 791
Frequently Asked Questions
How did Plumbers Retirement Fund assets move in 2022? ▼
How have Board of Trustees Plumbers Local 27 Retirement Fund plan assets changed over time? ▼
Where does Plumbers Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Plumbers Retirement Fund? ▼
Next read for Plumbers Retirement Fund
Scale reading
Ways to act on Plumbers Retirement Fund's numbers.
- By total assets, Plumbers Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Plumbers Local 27 Retirement Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Construction plans