401(k)
2022 plan-year 401(k) DOL Form 5500

Plumbers & Steamfitters Local 131 Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Plumbers and Steamfitters Local · Connecticut · Construction

What the 2023 filing shows

Plumbers & Steamfitters Local 131 Annuity Plan holds $15M for 273 participants — about $55,767 per participant, up 6.9% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
273
covered participants
$55,767
avg assets per participant
+6.9%
assets growth YoY
Total Assets (2023)
$15M
Participants
273
State
Industry
Construction

What the Filing Says About Plumbers & Steamfitters Local 131 Annuity Plan

Plumbers & Steamfitters Local 131 Annuity Plan is a 401(k) retirement plan sponsored by Board of Trustees Plumbers and Steamfitters Local, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 273 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 061405058, and the plan has been effective since 1994-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $15M at year-end — a gain of 6.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$1M
Plan Type401(k)
Employer EIN061405058
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 273 $15M
2023 1 293 $20M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Plumbers & Steamfitters Local 131 Annuity Plan?
As of the 2022 Form 5500 filing, Plumbers & Steamfitters Local 131 Annuity Plan holds $15M in total assets with 273 participants. It is sponsored by Board of Trustees Plumbers and Steamfitters Local.
What type of plan is Plumbers & Steamfitters Local 131 Annuity Plan?
Plumbers & Steamfitters Local 131 Annuity Plan is a 401(k) plan. It has been effective since 1994-11-01. The plan is filed with the U.S. Department of Labor under EIN 061405058.
Who sponsors the Plumbers & Steamfitters Local 131 Annuity Plan?
Plumbers & Steamfitters Local 131 Annuity Plan is sponsored by Board of Trustees Plumbers and Steamfitters Local, located in Connecticut. The sponsor's EIN is 061405058 and the plan operates in the Construction industry.
How did Plumbers & Steamfitters Local 131 Annuity Plan perform in 2022?
Plumbers & Steamfitters Local 131 Annuity Plan grew by 6.9% during 2022, moving from $14M to $15M in total assets. Net income was $1M.
Where can I find official filings for Plumbers & Steamfitters Local 131 Annuity Plan?
Official Form 5500 filings for Plumbers & Steamfitters Local 131 Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061405058 or plan name at efast.dol.gov.
How does Plumbers & Steamfitters Local 131 Annuity Plan compare to other plans?
You can compare Plumbers & Steamfitters Local 131 Annuity Plan against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.