Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
376
Participants Below avg headcount
84th
Percentile by assets National rank
$115,691
Avg per participant Below avg balance/head
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Official DOL plan name: Local Union 373 U.a. Annuity Fund · Sponsored by Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu · New York · Construction

$43M in assets, 376 participants

Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's Local Union 373 U.a. Annuity Fund reported $43M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,398 in Construction (9,030 peers)

Coverage in New York

Local Union 373 U.a. Annuity Fund covers 376 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $43M.

#7,398
in Construction (9,030 peers)
+17.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Local Union 373 U.a. Annuity Fund's outsized position by total assets

Local Union 373 U.a. Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$43,499,825 Top 16% higher than 84% of 127,068 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 2023

Local Union 373 U.a. Annuity Fund 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. Local Union 373 U.a. Annuity Fund sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union 373 U.a. Annuity Fund reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Local Union 373 U.a. Annuity Fund reported participants fell from 549 in the plan year 2022 filing to 376 in the plan year 2023 filing.
  • Local Union 373 U.a. Annuity Fund end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133323430 · Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu PY 2023 · Profit Sharing

Local Union 373 U.a. Annuity Fund · $43M · 376 · 84th

  • PART $43M
  • TYPE 376
  • NET 84th
  • BOOK Profit Sharing
  • VS-ST near Dismas Charities, Inc. Retirement Plan
  • BOY ind #7398

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 New York →

Local Union 373 U.a. Annuity Fund in the asset neighbourhood

Food & Beverage Workers Union Local 23 & Employers Pension PlanFood & Beverage Workers Unio…$44MTennant Related Companies Profit Sharing Plan and TrustTennant Related Companies Pr…$44MLocal Union 373 U.a. Annuity FundLocal Union 373 U.a. Annuity…$43MDismas Charities, Inc. Retirement PlanDismas Charities, Inc. Retir…$43MSection 403(b) Plan of the John D. and Catherine T. Macarthur FoundationSection 403(b) Plan of the J…$43M
End-of-year total assets ($M) among Local Union 373 U.a. Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN133323430
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu)

Sponsor-wide plan assets over time

All Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plans reported in each filing year

Latest sponsor-wide plan assets
$48M 29.125001042886545% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $47.8M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 549 $37M
2023 1 376 $43M
2024 1 575 $48M

Nearby Profit Sharing Plans in New York

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

Local Union 373 U.a. Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Local Union 373 U.a. Annuity Fund, Total assets ($B): 0.043499825 · Participants: 376Local Union 373 U.a. Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Local Union 373 U.a. Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Local Union 373 U.a. Annuity Fund side-by-side with 3 peers →

Local Union 373 U.a. Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dismas Charities, Inc. Retirement Plan in KY ($43M); by covered participants it is Gateways Hospital Retirement Plan in CA (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local Union 373 U.a. Annuity Fund assets move in 2023? ▼
Local Union 373 U.a. Annuity Fund grew sharply - up 17.5% during 2023, from $37M to $43M. Reported net income was $6M.
How have Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's sponsor-wide assets grew 29.1%, from $37M to $48M.
Where does Local Union 373 U.a. Annuity Fund rank by assets among Form 5500 filers? ▼
Local Union 373 U.a. Annuity Fund ranks in the 84th 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 Local Union 373 U.a. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Dismas Charities, Inc. Retirement Plan in KY ($43M, 540 participants).
Which Profit Sharing plans cover a similar participant headcount to Local Union 373 U.a. Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gateways Hospital Retirement Plan in CA (376 participants, $10M in assets).

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 133323430.

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.