Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan
Data updated 2026-08-25
- $558M
- Total assets Above avg plan size
- 3,897
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $143,148
- Avg per participant Near avg balance/head
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.
- #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.
- #9,735
- in Construction (9,927 peers)
- -23.8%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
Steamfitters' Industry Supplemental Retirement Fund's outsized position by total assets
Steamfitters' Industry Supplemental Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$557,847,072 Top 2% higher than 98% 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
Steamfitters' Industry Supplemental Retirement Fund'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' Industry Supplemental Retirement Fund lands in the large band (3,897 participants).
EBSA filing schedule strip
Filing strip 133917806 · Board of Trustees Steamfitters' Industry Supplemental Retirement PY 2022 · Profit Sharing
Steamfitters' Industry Supplemental Retirement Fund · $558M · 3,897 · 98th
- NET $558M
- NET 3,897
- NET 98th
- NET Profit Sharing
- NET near Morgan, Lewis & Bockius LLP Defined Contribution Plan
- NET ind #9735
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 York →
Steamfitters' Industry Supplemental Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Steamfitters' Industry Supplemental Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $724M 29.85468927943033% vs 2022
- 2024 filing year
| 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.
- 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
Steamfitters' Industry Supplemental Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Morgan, Lewis & Bockius LLP Defined Contribution Plan in PA ($558M); by covered participants it is Au Medical Center, Inc. 401(a) Retirement Savings Plan in GA (3,904 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($558M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,897 participants); asset peers above are excluded.
- Au Medical Center, Inc. 401(a) Retirement Savings Plan (GA) 3,904 · 7 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,904 · 7 off
- Operating Engineers Local No 37 Severance & Annuity Fund (MD) 3,882 · 15 off
- Maritime Association - I.L.a. Retirement Fund (TX) 3,941 · 44 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.