Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 507
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $221,858
- Avg per participant Above avg balance/head
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.
- #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.
- #9,143
- in Construction (9,927 peers)
- -20.3%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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's outsized position by total assets
Plumbers Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,481,964 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plumbers Retirement Fund 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. Plumbers Retirement Fund sits mid-pack in the medium band (507 participants).
Form 5500 schedule snapshot
Filing strip 256110016 · Board of Trustees Plumbers Local 27 Retirement Fund PY 2022 · Profit Sharing
Plumbers Retirement Fund · $112M · 507 · 93rd
- PART $112M
- PART 507
- PART 93rd
- PART Profit Sharing
- PART near Treasurers and Ticket Sellers Local 751 Annuity Fund
- PART ind #9143
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 Pennsylvania →
Plumbers Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Plumbers Local 27 Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 16.166256663157128% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Treasurers and Ticket Sellers Local 751 Annuity Fund in NY ($113M); by covered participants it is Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. in DC (506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.