Profit Sharing · DOL Form 5500 · 2023
Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 Profit Sharing Plan
Data updated 2026-08-25
- $398M
- Total assets Above avg plan size
- 5,807
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $68,619
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers' Retirement Savings Fund, Local 130, U.a. · Sponsored by Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 · Illinois · Construction
$398M in assets, 5,807 participants
Board of Trustees for the Plumber's Retirement Savings Fund, Local 130's Plumbers' Retirement Savings Fund, Local 130, U.a. reported $398M in total assets and 5,807 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,709 in Construction (9,030 peers)
Coverage in Illinois
Plumbers' Retirement Savings Fund, Local 130, U.a. covers 5,807 participants in Illinois, 7.5x the typical Illinois plan (state average ~779 per filing). Assets: $398M.
- #8,709
- in Construction (9,030 peers)
- +16.4%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Plumbers' Retirement Savings Fund, Local 130, U.a.'s outsized position by total assets
Plumbers' Retirement Savings Fund, Local 130, U.a. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$398,467,838 Top 3% higher than 97% 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' Retirement Savings Fund, Local 130, U.a.'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' Retirement Savings Fund, Local 130, U.a. lands in the large band (5,807 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers' Retirement Savings Fund, Local 130, U.a. reported net income rose from -$65M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Plumbers' Retirement Savings Fund, Local 130, U.a. end-of-year assets rose from $342M in the plan year 2022 filing to $398M in the plan year 2023 filing.
- Plumbers' Retirement Savings Fund, Local 130, U.a. reported participants fell from 5,854 in the plan year 2022 filing to 5,807 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860928669 · Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 PY 2023 · Profit Sharing
Plumbers' Retirement Savings Fund, Local 130, U.a. · $398M · 5,807 · 97th
- RANK $398M
- PHOTO 5,807
- IND 97th
- EOY Profit Sharing
- 5500 near Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust
- ASSETS ind #8709
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 Illinois →
Plumbers' Retirement Savings Fund, Local 130, U.a. in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $398M |
| Net Income | $56M |
| Employer EIN | 860928669 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees for the Plumber's Retirement Savings Fund, Local 130)
Sponsor-wide plan assets over time
All Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 plans reported in each filing year
- Latest sponsor-wide plan assets
- $449M 31.06595867919494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,854 | $342M |
| 2023 | 1 | 5,807 | $398M |
| 2024 | 1 | 5,871 | $449M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Scale composition for Plumbers' Retirement Savings Fund, Local 130, U.a.
Plumbers' Retirement Savings Fund, Local 130, U.a. reports $398M in end-of-year assets across 5,807 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $68,619 per participant (50% of the national average assets-per-participant) . Net income for plan year 2023 was $56M.
This plan identity (EIN 860928669, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $342M to $449M (+31.1%) while covered participants moved from 5,854 to 5,871 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,854 | $342M | Open filing |
| 2023 | 5,807 | $398M | This page |
| 2024 · index core | 5,871 | $449M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Plumbers' Retirement Savings Fund, Local 130, U.a. (401(k), $449M, 5,871 participants)
Plumbers' Retirement Savings Fund, Local 130, U.a.'s out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust in MO ($397M); by covered participants it is Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO in NY (5,807 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($398M here).
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust (MO) $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan (MO) $394M · 3,338
- Medical Information Technology, Inc. Profit Sharing Plan (MA) $405M · 3,041
- Barnard College 403(b) Plan (NY) $391M · 794
Similar participant headcount
Nearest other-state filings by covered participants (5,807 participants); asset peers above are excluded.
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (NY) 5,807 · 0 off
- West Virginia Laborers Profit Sharing Plan (WV) 5,751 · 56 off
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) 5,914 · 107 off
- Pipe Trades Services Mn Pension Supplement Fund (MN) 6,062 · 255 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.