Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$43M
Total assets
376
Participants
84th
Percentile by assets
$115,691
Avg per participant
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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.

  • 84th percentile by assets (of 127,072 plans)
  • #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.

$43M
total plan assets (2023 EOY)
376
covered participants
84th
percentile by assets (of 127,072 plans)
$115,691
avg assets per participant

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 →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Local Union 373 U.a. Annuity Fund reports 376 participants - about 47% of that state average ($43M EOY assets).

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)

$35M$40M$45M$50M 202220232024 $37M $47.8M ▲ +29.1%
Total plan assets by year, all Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plans on file
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

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 Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Local Union 373 U.a. Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Local Union 373 U.a. Annuity Fund by total assets, not by location.

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).

Next read for Local Union 373 U.a. Annuity Fund

Filing takeaways

Ways to act on Local Union 373 U.a. Annuity Fund's numbers.

  • By total assets, Local Union 373 U.a. Annuity Fund 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 New York. Compare plans
  • Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Construction plans