Profit Sharing · DOL Form 5500 · 2022

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
927
Participants Near avg headcount
40th
Percentile by assets National rank
$3,074
Avg per participant Low balance/head
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Official DOL plan name: Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · Sponsored by Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union · Tennessee · Construction

$3M in assets, 927 participants

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union's Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported $3M in total assets and 927 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,754 in Construction (9,927 peers)

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union multi-year trail

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union's plans moved +267.9% in assets from 2022 to 2024; this filing shows Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund at $3M / 927 participants.

#3,754
in Construction (9,927 peers)
+51.3%
assets growth YoY

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs every filed plan by assets

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

$2,849,932 40th percentile higher than 40% 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund sits mid-pack in the medium band (927 participants).

Plan-year Form 5500 strip

Filing strip 834459073 · Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union PY 2022 · Profit Sharing

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · $3M · 927 · 40th

  • EBSA $3M
  • EBSA 927
  • EBSA 40th
  • EBSA Profit Sharing
  • EBSA near Aspen Hill Financial, Inc. Profit Sharing Plan
  • EBSA ind #3754

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 Tennessee →

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in the asset neighbourhood

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity FundPlumbers, Pipefitters and Hv…$3MAspen Hill Financial, Inc. Profit Sharing PlanAspen Hill Financial, Inc. P…$3MArthur J. Ogren, Inc. Profit Sharing PlanArthur J. Ogren, Inc. Profit…$3MIntegrus Investments Inc. Retirement PlanIntegrus Investments Inc. Re…$3MLakeside Pain Center, P.C. Profit Sharing PlanLakeside Pain Center, P.C. P…$3M
End-of-year total assets ($M) among Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union multi-year asset trail

Sponsor-wide plan assets over time

All Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 267.9072342778705% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.85M $10.5M ▲ +268.1%
Year Plans Participants Total Assets
2022 1 927 $3M
2023 1 1,114 $6M
2024 1 1,137 $10M

Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$986K
Employer EIN834459073
Plan Effective Date2019-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund, Total assets ($M): 2.849932 · Participants: 927Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity FundBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund side-by-side with 3 peers →

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Aspen Hill Financial, Inc. Profit Sharing Plan in CO ($3M); by covered participants it is Triple S Vida Retirement & Savings Plan Retirement & Savings Plan in PR (927 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (927 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund assets move in 2022? ▼
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund surged - up 51.3% during 2022, from $2M to $3M. Reported net income was $986K.
How have Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union's sponsor-wide assets grew 267.9%, from $3M to $10M.
Which Profit Sharing plans are similar in size to Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Aspen Hill Financial, Inc. Profit Sharing Plan in CO ($3M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Triple S Vida Retirement & Savings Plan Retirement & Savings Plan in PR (927 participants, $25M 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 834459073.

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.