Profit Sharing · DOL Form 5500 · 2023

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$50M
Total assets: 286
Participants: 86th
Percentile by assets: $176,282
Avg per participant

Official DOL plan name: Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · Sponsored by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund · Connecticut · Construction

$50M in assets, 286 participants

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported $50M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 127,072 plans)
#7,543 in Construction (9,030 peers)

Coverage in Connecticut

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan covers 286 participants in Connecticut, about 40% of the average Connecticut filer (state average ~718 per filing). Assets: $50M.

$50M
total plan assets (2023 EOY): 286
covered participants: 86th
percentile by assets (of 127,072 plans): $176,282
avg assets per participant

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported participants rose from 283 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Connecticut

Industry

Construction

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reports 286 participants - about 40% of that state average ($50M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$50M
Net Income	$9M
Employer EIN	046069434
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund)

Total plan assets by year, all Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	283	$42M
2023	1	286	$50M
2024	1	307	$58M

Nearby Profit Sharing Plans in Connecticut

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

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
Connecticut Children's Retirement Savings Plan $467M · 3,094
The Lee Company Profit Sharing Plan $449M · 989
Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
Connecticut Laborers' Annuity Plan $245M · 3,065

Compare Worcester Plumbers and Pipefitters Local… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan by total assets, not by location.

Atlantic Anesthesia, Inc. Profit Sharing Plan (VA) $50M · 125
Coopervision Manufacturing Puerto Rico, LLC Savings Plan (PR) $50M · 1,911
I.B.E.W. Local 1253 Retirement Plan (ME) $50M · 477
Acld, Inc. 401(k) Retirement Plan (NY) $50M · 1,376

Frequently Asked Questions

How did Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan assets move in 2023? ▼

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan grew sharply - up 21.2% during 2023, from $42M to $50M. Reported net income was $9M.

How have Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets grew 38.7%, from $42M to $58M.

Where does Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan rank by assets among Form 5500 filers? ▼

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Atlantic Anesthesia, Inc. Profit Sharing Plan in VA ($50M, 125 participants).

Next read for Worcester Plumbers and Pipefitters Local…

Filing takeaways

Ways to act on Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's numbers.

By total assets, Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046069434.