Profit Sharing · DOL Form 5500 · 2023
Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 286
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $176,282
- Avg per participant Above avg balance/head
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.
- #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.
- #7,543
- in Construction (9,030 peers)
- +21.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's outsized position by total assets
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,416,759 Top 14% higher than 86% 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
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Plan-year Form 5500 strip
Filing strip 046069434 · Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund PY 2023 · Profit Sharing
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · $50M · 286 · 86th
- VS-ST $50M
- VS-ST 286
- VS-ST 86th
- VS-ST Profit Sharing
- VS-ST near Atlantic Anesthesia, Inc. Profit Sharing Plan
- VS-ST ind #7543
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 →
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 38.742605038458386% vs 2022
- 2024 filing year
| 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.
- 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
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Atlantic Anesthesia, Inc. Profit Sharing Plan in VA ($50M); by covered participants it is Museum of Science and Industry, Chicago 401(k) Plan in IL (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.
- Museum of Science and Industry, Chicago 401(k) Plan (IL) 286 · 0 off
- Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan (NY) 286 · 0 off
- Rockford Health Physicians Retirement Plan (IL) 286 · 0 off
- Smart Local 137 Annuity Fund (NY) 285 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.