Profit Sharing · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 21 Profit Sharing Plan
Data updated 2026-08-11
- $166M
- Total assets
- 1,135
- Participants
- 94th
- Percentile by assets
- $146,565
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $166M
- total plan assets (2023 EOY)
- 1,135
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $146,565
- avg assets per participant
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.
Plumbers & Steamfitters Local 21 Annuity Plan vs the 2023 asset distribution
By assets, Plumbers & Steamfitters Local 21 Annuity Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Plumbers & Steamfitters Local 21 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers & Steamfitters Local 21 Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Plumbers & Steamfitters Local 21 Annuity Plan assets move in 2023? ▼
How have Plumbers & Steamfitters Local 21 plan assets changed over time? ▼
Where does Plumbers & Steamfitters Local 21 Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 21 Annuity Plan? ▼
Next read for Plumbers & Steamfitters Local 21 Annuity…
Scale reading
Ways to act on Plumbers & Steamfitters Local 21 Annuity Plan's numbers.
- By total assets, Plumbers & Steamfitters Local 21 Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Plumbers & Steamfitters Local 21's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Construction plans