Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Plumbers and Steamfitters Local Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
273
Participants Below avg headcount
73rd
Percentile by assets National rank
$55,767
Avg per participant Low balance/head
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Official DOL plan name: Plumbers & Steamfitters Local 131 Annuity Plan · Sponsored by Board of Trustees Plumbers and Steamfitters Local · Connecticut · Construction

$15M in assets, 273 participants

Board of Trustees Plumbers and Steamfitters Local's Plumbers & Steamfitters Local 131 Annuity Plan reported $15M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,208 in Construction (9,927 peers)

Coverage in Connecticut

Plumbers & Steamfitters Local 131 Annuity Plan covers 273 participants in Connecticut, about 38% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.

#7,208
in Construction (9,927 peers)
+6.9%
assets growth YoY

Plumbers & Steamfitters Local 131 Annuity Plan's outsized position by total assets

Plumbers & Steamfitters Local 131 Annuity Plan vs every filed plan by assets

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

$15,224,418 Top 27% higher than 73% 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 & Steamfitters Local 131 Annuity Plan 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 & Steamfitters Local 131 Annuity Plan sits mid-pack in the medium band (273 participants).

DOL schedule card

Filing strip 061405058 · Board of Trustees Plumbers and Steamfitters Local PY 2022 · Profit Sharing

Plumbers & Steamfitters Local 131 Annuity Plan · $15M · 273 · 73rd

  • EBSA $15M
  • EBSA 273
  • EBSA 73rd
  • EBSA Profit Sharing
  • EBSA near Bricklayers & Allied Craftsmen Local 2 Annuity Fund
  • EBSA ind #7208

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 Connecticut →

Plumbers & Steamfitters Local 131 Annuity Plan in the asset neighbourhood

Foxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$15MJamal's Enterprises, Inc. Profit Sharing Plan and TrustJamal's Enterprises, Inc. Pr…$15MPlumbers & Steamfitters Local 131 Annuity PlanPlumbers & Steamfitters Loca…$15MBricklayers & Allied Craftsmen Local 2 Annuity FundBricklayers & Allied Craftsm…$15MBeach Capital Management, LLC Employees Profit Sharing PlanBeach Capital Management, LL…$15M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 131 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN061405058
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers and Steamfitters Local)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers and Steamfitters Local plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.439057571855948% vs 2022
2023 filing year
$14M$16M$18M$20M 20222023 $15.2M $19.6M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 273 $15M
2023 1 293 $20M

Nearby Profit Sharing Plans in Connecticut

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

Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Plumbers & Steamfitters Local 131 Annuity Plan, Total assets ($B): 0.015224418 · Participants: 273Plumbers & Steamfitters Local 131 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Plumbers & Steamfitters Local 131 Annuity Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 131 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Bricklayers & Allied Craftsmen Local 2 Annuity Fund in NY ($15M); by covered participants it is Lowenstein Sandler Profit Sharing Plan in NJ (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 & Steamfitters Local 131 Annuity Plan assets move in 2022? ▼
Plumbers & Steamfitters Local 131 Annuity Plan grew at a solid clip - up 6.9% during 2022, from $14M to $15M. Reported net income was $1M.
How have Board of Trustees Plumbers and Steamfitters Local plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees Plumbers and Steamfitters Local's sponsor-wide assets grew 28.4%, from $15M to $20M.
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 131 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bricklayers & Allied Craftsmen Local 2 Annuity Fund in NY ($15M, 2,146 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers & Steamfitters Local 131 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowenstein Sandler Profit Sharing Plan in NJ (273 participants, $80M 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 061405058.

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.