Profit Sharing · DOL Form 5500 · 2022

Plumbers and Steamfitters Local 521 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
143
Participants Small participant base
63rd
Percentile by assets National rank
$63,645
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local 521 Annuity Fund · Sponsored by Plumbers and Steamfitters Local 521 Annuity Fund · West Virginia · Finance & Insurance

$9M in assets, 143 participants

Plumbers and Steamfitters Local 521 Annuity Fund's Plumbers and Steamfitters Local 521 Annuity Fund reported $9M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,297 in Finance & Insurance (9,261 peers)

Coverage in West Virginia

Plumbers and Steamfitters Local 521 Annuity Fund covers 143 participants in West Virginia, about 31% of the average West Virginia filer (state average ~467 per filing). Assets: $9M.

#4,297
in Finance & Insurance (9,261 peers)
+18.4%
assets growth YoY

Plumbers and Steamfitters Local 521 Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Plumbers and Steamfitters Local 521 Annuity Fund vs every filed plan by assets

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

$9,101,271 Top 37% higher than 63% 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 and Steamfitters Local 521 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 and Steamfitters Local 521 Annuity Fund sits mid-pack in the medium band (143 participants).

Form 5500 schedule snapshot

Filing strip 261357595 · Plumbers and Steamfitters Local 521 Annuity Fund PY 2022 · Profit Sharing

Plumbers and Steamfitters Local 521 Annuity Fund · $9M · 143 · 63rd

  • EOY $9M
  • EOY 143
  • EOY 63rd
  • EOY Profit Sharing
  • EOY near Peabody Essex Museum 401(a) Plan
  • EOY ind #4297

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 Finance & Insurance retirement plans → · Plans in West Virginia →

Plumbers and Steamfitters Local 521 Annuity Fund in the asset neighbourhood

C-Koe Aluminum, Inc. Pension PlanC-Koe Aluminum, Inc. Pension…$9MPeabody Essex Museum 401(a) PlanPeabody Essex Museum 401(a) …$9MYoung, Thagard, Hoffman, LLP Profit Sharing PlanYoung, Thagard, Hoffman, LLP…$9MPlumbers and Steamfitters Local 521 Annuity FundPlumbers and Steamfitters Lo…$9MVisiting Nurse Association Retirement PlanVisiting Nurse Association R…$9M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 521 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN261357595
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local 521 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local 521 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.23047528196886% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.1M $12.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 143 $9M
2023 1 104 $11M
2024 1 145 $13M

Nearby Profit Sharing Plans in West Virginia

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

Plumbers and Steamfitters Local 521 Annuity Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150 Total assets ($M) Participants Plumbers and Steamfitters Local 521 Annuity Fund, Total assets ($M): 9.101271 · Participants: 143Plumbers and Steamfitters Local 521 Annuity FundWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 136.534019 · Participants: 5881West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 93.464687 · Participants: 244Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanI.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 85.908036 · Participants: 8453I.U.O.E. Local #132 Annuity & Savings FundIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 44.006917 · Participants: 3384Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 42.446569 · Participants: 280The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.
Plumbers and Steamfitters Local 521 Annuity Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare Plumbers and Steamfitters Local 521 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local 521 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is Peabody Essex Museum 401(a) Plan in MA ($9M); by covered participants it is Henrietta Weill Memorial Child Guidance Clinic 403b Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 and Steamfitters Local 521 Annuity Fund assets move in 2022? ▼
Plumbers and Steamfitters Local 521 Annuity Fund grew sharply - up 18.4% during 2022, from $8M to $9M. Reported net income was $1M.
How have Plumbers and Steamfitters Local 521 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local 521 Annuity Fund's sponsor-wide assets grew 42.2%, from $9M to $13M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local 521 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Peabody Essex Museum 401(a) Plan in MA ($9M, 144 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local 521 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Henrietta Weill Memorial Child Guidance Clinic 403b Plan in CA (143 participants, $4M 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 261357595.

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.