Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan
Data updated 2026-08-11
- $558M
- Total assets
- 3,897
- Participants
- 98th
- Percentile by assets
- $143,148
- Avg per participant
Official DOL plan name: Steamfitters' Industry Supplemental Retirement Fund · Sponsored by Board of Trustees Steamfitters' Industry Supplemental Retirement · New York · Construction
$558M in assets, 3,897 participants
Board of Trustees Steamfitters' Industry Supplemental Retirement's Steamfitters' Industry Supplemental Retirement Fund reported $558M in total assets and 3,897 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,735 in Construction (9,927 peers)
Coverage in New York
Steamfitters' Industry Supplemental Retirement Fund covers 3,897 participants in New York, 4.9x the typical New York plan (state average ~798 per filing). Assets: $558M.
- $558M
- total plan assets (2022 EOY)
- 3,897
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $143,148
- avg assets per participant
The plan reported a net loss of $175M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Steamfitters' Industry Supplemental Retirement Fund reports 3,897 participants - 4.9x that state average ($558M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $732M |
|---|---|
| Net Assets (End of Year) | $558M |
| Net Income | -$175M |
| Employer EIN | 133917806 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Steamfitters' Industry Supplemental Retirement)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,897 | $558M |
| 2023 | 1 | 3,691 | $636M |
| 2024 | 1 | 3,592 | $724M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Steamfitters' Industry Supplemental Retirement Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Steamfitters' Industry Supplemental Retirement Fund by total assets, not by location.
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $558M · 2,434
- Legacy Health Defined Contribution Retirement Plan (OR) $557M · 10,849
- Popular, Inc. Pr Savings and Investment Plan (PR) $561M · 7,773
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (ID) $562M · 15,768
Frequently Asked Questions
How did Steamfitters' Industry Supplemental Retirement Fund assets move in 2022? ▼
How have Board of Trustees Steamfitters' Industry Supplemental Retirement plan assets changed over time? ▼
Where does Steamfitters' Industry Supplemental Retirement Fund rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Steamfitters' Industry Supplemental Retirement Fund's numbers.
- By total assets, Steamfitters' Industry Supplemental Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Steamfitters' Industry Supplemental Retirement's sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Construction plans