Profit Sharing · DOL Form 5500 · 2022

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,148
Participants Near avg headcount
66th
Percentile by assets National rank
$9,065
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 137-353 Annuity Fund · Sponsored by Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees · Illinois · Construction

$10M in assets, 1,148 participants

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's Plumbers & Steamfitters Local 137-353 Annuity Fund reported $10M in total assets and 1,148 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,488 in Construction (9,927 peers)

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year trail

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's plans moved +79.6% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 137-353 Annuity Fund at $10M / 1,148 participants.

#6,488
in Construction (9,927 peers)
+25.2%
assets growth YoY

Plumbers & Steamfitters Local 137-353 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers & Steamfitters Local 137-353 Annuity Fund vs every filed plan by assets

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

$10,407,160 Top 34% higher than 66% 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 & Steamfitters Local 137-353 Annuity 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. Plumbers & Steamfitters Local 137-353 Annuity Fund lands in the large band (1,148 participants).

Form 5500 schedule snapshot

Filing strip 812451497 · Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees PY 2022 · Profit Sharing

Plumbers & Steamfitters Local 137-353 Annuity Fund · $10M · 1,148 · 66th

  • BOOK $10M
  • BOOK 1,148
  • BOOK 66th
  • BOOK Profit Sharing
  • BOOK near Westminster Services, Inc. Retirement Plan
  • BOOK ind #6488

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 Illinois →

Plumbers & Steamfitters Local 137-353 Annuity Fund in the asset neighbourhood

Great Eastern Management Company Profit Sharing PlanGreat Eastern Management Com…$10MPlumbers & Steamfitters Local 137-353 Annuity FundPlumbers & Steamfitters Loca…$10MWestminster Services, Inc. Retirement PlanWestminster Services, Inc. R…$10MManning Building Supplies, Inc. Profit Sharing PlanManning Building Supplies, I…$10MS & S Apache Camping Center, Inc. Profit Sharing PlanS & S Apache Camping Center,…$10M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 137-353 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$19M 79.64936639774925% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.4M $18.7M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 1,148 $10M
2023 1 1,207 $15M
2024 1 1,134 $19M

Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN812451497
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Plumbers & Steamfitters Local 137-353 Annuity Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Plumbers & Steamfitters Local 137-353 Annuity Fund, Total assets ($B): 0.01040716 · Participants: 1148Plumbers & Steamfitters Local 137-353 Annuity FundW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Plumbers & Steamfitters Local 137-353 Annuity Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Plumbers & Steamfitters Local 137-353 Annuity Fund side-by-side with 3 peers →

Plumbers & Steamfitters Local 137-353 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Westminster Services, Inc. Retirement Plan in FL ($10M); by covered participants it is W.R. Grace & Co. Retirement Contribution Plan in MD (1,145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,148 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 & Steamfitters Local 137-353 Annuity Fund assets move in 2022? ▼
Plumbers & Steamfitters Local 137-353 Annuity Fund grew sharply - up 25.2% during 2022, from $8M to $10M. Reported net income was $2M.
How have Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's sponsor-wide assets grew 79.6%, from $10M to $19M.
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 137-353 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Westminster Services, Inc. Retirement Plan in FL ($10M, 1,494 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers & Steamfitters Local 137-353 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is W.R. Grace & Co. Retirement Contribution Plan in MD (1,145 participants, $18M 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 812451497.

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.