Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Steamfitters Surety Fund Local 475 Profit Sharing Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
1,615
Participants Near avg headcount
95th
Percentile by assets National rank
$94,276
Avg per participant Below avg balance/head
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Official DOL plan name: Steamfitters Surety Fund Local Union No 475 · Sponsored by Board of Trustees Steamfitters Surety Fund Local 475 · New Jersey · Construction

$152M in assets, 1,615 participants

Board of Trustees Steamfitters Surety Fund Local 475's Steamfitters Surety Fund Local Union No 475 reported $152M in total assets and 1,615 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,301 in Construction (9,927 peers)

Where Steamfitters Surety Fund Local Union No 475 sits by assets

Steamfitters Surety Fund Local Union No 475 sits in the top 5% of all filed plans by assets, $152M for 1,615 participants (~$94,276/participant), down 6.3% in 2022.

#9,301
in Construction (9,927 peers)
-6.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steamfitters Surety Fund Local Union No 475's outsized position by total assets

Steamfitters Surety Fund Local Union No 475 vs every filed plan by assets

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

$152,255,141 Top 5% higher than 95% 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

Steamfitters Surety Fund Local Union No 475's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steamfitters Surety Fund Local Union No 475 lands in the large band (1,615 participants).

EBSA filing schedule strip

Filing strip 222351695 · Board of Trustees Steamfitters Surety Fund Local 475 PY 2022 · Profit Sharing

Steamfitters Surety Fund Local Union No 475 · $152M · 1,615 · 95th

  • IND $152M
  • IND 1,615
  • IND 95th
  • IND Profit Sharing
  • IND near International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan
  • IND ind #9301

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 New Jersey →

Steamfitters Surety Fund Local Union No 475 in the asset neighbourhood

Scot Industries, Inc. Profit Sharing TrustScot Industries, Inc. Profit…$154MSoutheast Georgia Health System, Inc. 403(b) Retirement Savings PlanSoutheast Georgia Health Sys…$154MInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanInternational Brotherhood of…$153MSteamfitters Surety Fund Local Union No 475Steamfitters Surety Fund Loc…$152MTACK$150M
End-of-year total assets ($M) among Steamfitters Surety Fund Local Union No 475 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$152M
Net Income-$10M
Employer EIN222351695
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Steamfitters Surety Fund Local 475)

Sponsor-wide plan assets over time

All Board of Trustees Steamfitters Surety Fund Local 475 plans reported in each filing year

Latest sponsor-wide plan assets
$175M 14.713741587221676% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $152M $175M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 1,615 $152M
2023 1 1,432 $165M
2024 1 1,484 $175M

Nearby Profit Sharing Plans in New Jersey

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

Steamfitters Surety Fund Local Union No 475 vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.522.5 Total assets ($B) Participants Steamfitters Surety Fund Local Union No 475, Total assets ($B): 0.152255141 · Participants: 1615Steamfitters Surety Fund Local Union No 475Ernst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Steamfitters Surety Fund Local Union No 475 vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Steamfitters Surety Fund Local Union No 475 side-by-side with 3 peers →

Steamfitters Surety Fund Local Union No 475's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in RI ($153M); by covered participants it is Bill & Melinda Gates Foundation Sharing Retirement Plan in WA (1,613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,615 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.

Frequently Asked Questions

How did Steamfitters Surety Fund Local Union No 475 assets move in 2022? ▼
Steamfitters Surety Fund Local Union No 475 pulled back noticeably - down 6.3% during 2022, from $163M to $152M. Reported net income was -$10M.
How have Board of Trustees Steamfitters Surety Fund Local 475 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Steamfitters Surety Fund Local 475's sponsor-wide assets grew 14.7%, from $152M to $175M.
Where does Steamfitters Surety Fund Local Union No 475 rank by assets among Form 5500 filers? ▼
Steamfitters Surety Fund Local Union No 475 ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Steamfitters Surety Fund Local Union No 475? ▼
Among Profit Sharing plans in other states, the closest by assets is International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan in RI ($153M, 1,039 participants).
Which Profit Sharing plans cover a similar participant headcount to Steamfitters Surety Fund Local Union No 475? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bill & Melinda Gates Foundation Sharing Retirement Plan in WA (1,613 participants, $468M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222351695.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.