Profit Sharing · DOL Form 5500 · 2022
Bd of Tees of Steamfitters Lu No 420 Srp Profit Sharing Plan
Data updated 2026-08-25
- $587M
- Total assets Above avg plan size
- 6,353
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $92,334
- Avg per participant Below avg balance/head
Official DOL plan name: Steamfitters Local Union No. 420 Srp · Sponsored by Bd of Tees of Steamfitters Lu No 420 Srp · Pennsylvania · Construction
$587M in assets, 6,353 participants
Bd of Tees of Steamfitters Lu No 420 Srp's Steamfitters Local Union No. 420 Srp reported $587M in total assets and 6,353 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.
- #9,749 in Construction (9,927 peers)
Coverage in Pennsylvania
Steamfitters Local Union No. 420 Srp covers 6,353 participants in Pennsylvania, 7.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $587M.
- #9,749
- in Construction (9,927 peers)
- -12.6%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steamfitters Local Union No. 420 Srp's outsized position by total assets
Steamfitters Local Union No. 420 Srp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$586,597,270 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 Local Union No. 420 Srp'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 Local Union No. 420 Srp lands in the large band (6,353 participants).
Published 5500 schedule card
Filing strip 232495379 · Bd of Tees of Steamfitters Lu No 420 Srp PY 2022 · Profit Sharing
Steamfitters Local Union No. 420 Srp · $587M · 6,353 · 98th
- BOOK $587M
- BOOK 6,353
- BOOK 98th
- BOOK Profit Sharing
- BOOK near IBEW Local Union No 102 Surety Plan
- BOOK ind #9749
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 →
Steamfitters Local Union No. 420 Srp in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $671M |
|---|---|
| Net Assets (End of Year) | $586M |
| Net Income | -$84M |
| Employer EIN | 232495379 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Tees of Steamfitters Lu No 420 Srp)
Sponsor-wide plan assets over time
All Bd of Tees of Steamfitters Lu No 420 Srp plans reported in each filing year
- Latest sponsor-wide plan assets
- $728M 24.048190677737043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,353 | $587M |
| 2023 | 1 | 6,295 | $671M |
| 2024 | 1 | 6,716 | $728M |
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
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $558M · 2,434
Scale composition for Steamfitters Local Union No. 420 Srp
Steamfitters Local Union No. 420 Srp reports $587M in end-of-year assets across 6,353 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $92,334 per participant (67% of the national average assets-per-participant) . Net income for plan year 2022 was -$84M.
This plan identity (EIN 232495379, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $587M to $728M (+24.0%) while covered participants moved from 6,353 to 6,716 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,353 | $587M | This page |
| 2023 | 6,295 | $671M | Open filing |
| 2024 · index core | 6,716 | $728M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Steamfitters Local Union No. 420 Srp (Profit Sharing, $728M, 6,716 participants)
Steamfitters Local Union No. 420 Srp's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is IBEW Local Union No 102 Surety Plan in NJ ($593M); by covered participants it is Pipe Trades Services Mn Pension Supplement Fund in MN (6,268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($587M here).
- IBEW Local Union No 102 Surety Plan (NJ) $593M · 3,061
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) $573M · 5,008
- The Retirement and Savings Plan for Amgen Manufacturing, Limited (PR) $611M · 2,614
- 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 (6,353 participants); asset peers above are excluded.
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,268 · 85 off
- Vns Health Retirement Plan for Home Health Aides (NY) 6,477 · 124 off
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) 6,491 · 138 off
- Cfni Retirement Plan (IN) 6,104 · 249 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.