Profit Sharing · DOL Form 5500 · 2022

Board of Trustees - Plumbers and Steamfitters Local Union No. 538 Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
214
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,440
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers and Steamfitters Local Union No. 538 Annuity Fund · Sponsored by Board of Trustees - Plumbers and Steamfitters Local Union No. 538 · Tennessee · Construction

$2M in assets, 214 participants

Board of Trustees - Plumbers and Steamfitters Local Union No. 538's Plumbers and Steamfitters Local Union No. 538 Annuity Fund reported $2M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,966 in Construction (9,927 peers)

Coverage in Tennessee

Plumbers and Steamfitters Local Union No. 538 Annuity Fund covers 214 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#2,966
in Construction (9,927 peers)
+189.0%
assets growth YoY

Plumbers and Steamfitters Local Union No. 538 Annuity Fund among the smaller filed plans by assets

Plumbers and Steamfitters Local Union No. 538 Annuity Fund vs every filed plan by assets

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

$1,806,143 32nd percentile higher than 32% 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

Plumbers and Steamfitters Local Union No. 538 Annuity 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 and Steamfitters Local Union No. 538 Annuity Fund sits mid-pack in the medium band (214 participants).

Form 5500 schedule snapshot

Filing strip 861903667 · Board of Trustees - Plumbers and Steamfitters Local Union No. 538 PY 2022 · Profit Sharing

Plumbers and Steamfitters Local Union No. 538 Annuity Fund · $2M · 214 · 32nd

  • NET $2M
  • BOOK 214
  • VS-ST 32nd
  • BOY Profit Sharing
  • SCH near Tabak, Mellusi & Shisha Profit Sharing Plan
  • EBSA ind #2966

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 Tennessee →

Plumbers and Steamfitters Local Union No. 538 Annuity Fund in the asset neighbourhood

Plumbers and Steamfitters Local Union No. 538 Annuity FundPlumbers and Steamfitters Lo…$2MTabak, Mellusi & Shisha Profit Sharing PlanTabak, Mellusi & Shisha Prof…$2MWarren Bank Profit Sharing PlanWarren Bank Profit Sharing P…$2MWilliam W Craig$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2M
End-of-year total assets ($M) among Plumbers and Steamfitters Local Union No. 538 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$625K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN861903667
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Plumbers and Steamfitters Local Union No. 538)

Sponsor-wide plan assets over time

All Board of Trustees - Plumbers and Steamfitters Local Union No. 538 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 118.545762987759% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.81M $3.95M ▲ +118.2%
Year Plans Participants Total Assets
2022 1 214 $2M
2023 1 320 $3M
2024 1 331 $4M

Nearby Profit Sharing Plans in Tennessee

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

Plumbers and Steamfitters Local Union No. 538 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Plumbers and Steamfitters Local Union No. 538 Annuity Fund, Total assets ($M): 1.806143 · Participants: 214Plumbers and Steamfitters Local Union No. 538 Annuity FundBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Plumbers and Steamfitters Local Union No. 538 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers and Steamfitters Local Union No. 538 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local Union No. 538 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Tabak, Mellusi & Shisha Profit Sharing Plan in NY ($2M); by covered participants it is Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan in PR (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Plumbers and Steamfitters Local Union No. 538 Annuity Fund assets move in 2022? ▼
Plumbers and Steamfitters Local Union No. 538 Annuity Fund surged - up 189.0% during 2022, from $625K to $2M. Reported net income was $1M.
How have Board of Trustees - Plumbers and Steamfitters Local Union No. 538 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Plumbers and Steamfitters Local Union No. 538's sponsor-wide assets grew 118.5%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local Union No. 538 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Tabak, Mellusi & Shisha Profit Sharing Plan in NY ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local Union No. 538 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan in PR (214 participants, $6M 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 861903667.

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.