401(k)
2022 plan-year 401(k) DOL Form 5500

U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND

This 401(k) plan holds $73M in total assets and serves 882 participants as of 2022. It is sponsored by U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND in New York. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$73M
Participants
882
State
Industry
Construction

What the Filing Says About U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND

U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND is a 401(k) retirement plan sponsored by U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 882 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 770596978, and the plan has been effective since 2003-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $69M at the beginning of 2022 to $73M at year-end — a gain of 4.6%. Net assets (after liabilities) closed the year at $73M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$69M
Total Assets (End of Year)$73M
Net Assets (End of Year)$73M
Net Income$3M
Plan Type401(k)
Employer EIN770596978
Plan Effective Date2003-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND)

Year Plans Participants Total Assets
2022 1 882 $73M
2023 1 807 $87M
2024 1 809 $102M

Nearby 401(k) Plans in New York

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND?
As of the 2022 Form 5500 filing, U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND holds $73M in total assets with 882 participants. It is sponsored by U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND.
What type of plan is U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND?
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND is a 401(k) plan. It has been effective since 2003-05-01. The plan is filed with the U.S. Department of Labor under EIN 770596978.
Who sponsors the U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND?
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND is sponsored by U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUND, located in New York. The sponsor's EIN is 770596978 and the plan operates in the Construction industry.
How did U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND perform in 2022?
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND grew by 4.6% during 2022, moving from $69M to $73M in total assets. Net income was $3M.
Where can I find official filings for U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND?
Official Form 5500 filings for U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770596978 or plan name at efast.dol.gov.
How does U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND compare to other plans?
You can compare U.A. PLUMBERS & STEAMFITTERS LOCAL 22 ANNUITY FUND against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 770596978.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.