Profit Sharing · DOL Form 5500 · 2022

Plumbers and Steamfitters Local Union No. 43 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
396
Participants Below avg headcount
36th
Percentile by assets National rank
$5,815
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Sponsored by Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Tennessee · Construction

$2M in assets, 396 participants

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's Plumbers and Steamfitters Local Union No. 43 Annuity Fund reported $2M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,334 in Construction (9,927 peers)

Coverage in Tennessee

Plumbers and Steamfitters Local Union No. 43 Annuity Fund covers 396 participants in Tennessee, about 35% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#3,334
in Construction (9,927 peers)
+207.6%
assets growth YoY

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs every filed plan by assets

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

$2,302,827 36th percentile higher than 36% 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 Union No. 43 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 Union No. 43 Annuity Fund sits mid-pack in the medium band (396 participants).

Form 5500 schedule snapshot

Filing strip 871958105 · Plumbers and Steamfitters Local Union No. 43 Annuity Fund PY 2022 · Profit Sharing

Plumbers and Steamfitters Local Union No. 43 Annuity Fund · $2M · 396 · 36th

  • BOOK $2M
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  • BOOK 36th
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  • BOOK near Chandra K. Khasgiwala, M.D. Profit Sharing Plan
  • BOOK ind #3334

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 and Steamfitters Local Union No. 43 Annuity Fund in the asset neighbourhood

Caregiver Staffing, Inc. Retirement PlanCaregiver Staffing, Inc. Ret…$2MPlumbers and Steamfitters Local Union No. 43 Annuity FundPlumbers and Steamfitters Lo…$2MChandra K. Khasgiwala, M.D. Profit Sharing PlanChandra K. Khasgiwala, M.D. …$2MNy Urban Real Estate Investments, Inc. Profit Sharing PlanNy Urban Real Estate Investm…$2MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$2M
End-of-year total assets ($M) among Plumbers and Steamfitters Local Union No. 43 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$749K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN871958105
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local Union No. 43 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local Union No. 43 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6M 148.185165450987% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.3M $5.72M ▲ +148.7%
Year Plans Participants Total Assets
2022 1 396 $2M
2023 1 610 $4M
2024 1 659 $6M

Nearby Profit Sharing Plans in Tennessee

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

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Plumbers and Steamfitters Local Union No. 43 Annuity Fund, Total assets ($M): 2.302827 · Participants: 396Plumbers and Steamfitters Local Union No. 43 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 and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers and Steamfitters Local Union No. 43 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Chandra K. Khasgiwala, M.D. Profit Sharing Plan in MA ($2M); by covered participants it is Hawaiiusa Fcu Retirement Plan in HI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Union No. 43 Annuity Fund assets move in 2022? ▼
Plumbers and Steamfitters Local Union No. 43 Annuity Fund surged - up 207.6% during 2022, from $749K to $2M. Reported net income was $2M.
How have Plumbers and Steamfitters Local Union No. 43 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local Union No. 43 Annuity Fund's sponsor-wide assets grew 148.2%, from $2M to $6M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Chandra K. Khasgiwala, M.D. Profit Sharing Plan in MA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hawaiiusa Fcu Retirement Plan in HI (396 participants, $48M 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 871958105.

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.