Profit Sharing · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 21 Profit Sharing Plan
Data updated 2026-08-25
- $166M
- Total assets Near avg plan size
- 1,135
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $146,565
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 21 Annuity Plan · Sponsored by Plumbers & Steamfitters Local 21 · New York · Construction
$166M in assets, 1,135 participants
Plumbers & Steamfitters Local 21's Plumbers & Steamfitters Local 21 Annuity Plan reported $166M in total assets and 1,135 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,366 in Construction (9,030 peers)
Where Plumbers & Steamfitters Local 21 Annuity Plan sits by assets
Plumbers & Steamfitters Local 21 Annuity Plan sits in the top 10% of all filed plans by assets, $166M for 1,135 participants (~$146,565/participant), up 12.3% in 2023.
- #8,366
- in Construction (9,030 peers)
- +12.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 21 Annuity Plan's outsized position by total assets
Plumbers & Steamfitters Local 21 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$166,350,840 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Plumbers & Steamfitters Local 21 Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local 21 Annuity Plan lands in the large band (1,135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 21 Annuity Plan reported net income rose from -$16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 21 Annuity Plan end-of-year assets rose from $148M in the plan year 2022 filing to $166M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 21 Annuity Plan reported participants fell from 1,249 in the plan year 2022 filing to 1,135 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136320256 · Plumbers & Steamfitters Local 21 PY 2023 · Profit Sharing
Plumbers & Steamfitters Local 21 Annuity Plan · $166M · 1,135 · 94th
- EIN $166M
- EIN 1,135
- EIN 94th
- EIN Profit Sharing
- EIN near Steamfitters Surety Fund Local Union No 475
- EIN ind #8366
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 New York →
Plumbers & Steamfitters Local 21 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $17M |
| Employer EIN | 136320256 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 21)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 21 plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 23.585680565149776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,249 | $148M |
| 2023 | 1 | 1,135 | $166M |
| 2024 | 1 | 1,557 | $183M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Plumbers & Steamfitters Local 21 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Steamfitters Surety Fund Local Union No 475 in NJ ($165M); by covered participants it is Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees in CA (1,133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166M here).
- Steamfitters Surety Fund Local Union No 475 (NJ) $165M · 1,432
- Edc Retirement Plan (MA) $165M · 544
- Ufcw Retirement and Savings Plan (NJ) $168M · 17,516
- Nnpp Contractor Capital Accumulation Plan (PA) $165M · 5,435
Similar participant headcount
Nearest other-state filings by covered participants (1,135 participants); asset peers above are excluded.
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) 1,133 · 2 off
- Northern Ohio Laborers' Profit Sharing Annuity Plan (OH) 1,137 · 2 off
- The Wgbh Educational Foundation Retirement Plan (MA) 1,129 · 6 off
- Mercy Health Retirement Savings Plan 403b (OH) 1,142 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.