Profit Sharing · DOL Form 5500 · 2023

Plumber & Steamfitters 72 Defined Contrib Fund Profit Sharing Plan

Data updated 2026-08-11

$143M
Total assets
3,548
Participants
93rd
Percentile by assets
$40,257
Avg per participant
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Official DOL plan name: Plumbers & Steamfitters 72 Defined Contrib Fund · Sponsored by Plumber & Steamfitters 72 Defined Contrib Fund · Florida · Construction

$143M in assets, 3,548 participants

Plumber & Steamfitters 72 Defined Contrib Fund's Plumbers & Steamfitters 72 Defined Contrib Fund reported $143M in total assets and 3,548 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #8,286 in Construction (9,030 peers)

Coverage in Florida

Plumbers & Steamfitters 72 Defined Contrib Fund covers 3,548 participants in Florida, 5.6x the typical Florida plan (state average ~628 per filing). Assets: $143M.

$143M
total plan assets (2023 EOY)
3,548
covered participants
93rd
percentile by assets (of 127,072 plans)
$40,257
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters 72 Defined Contrib Fund reported net income rose from -$23M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Plumbers & Steamfitters 72 Defined Contrib Fund end-of-year assets rose from $121M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Plumbers & Steamfitters 72 Defined Contrib Fund reports 3,548 participants - 5.6x that state average ($143M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$143M
Net Income$21M
Employer EIN582637934
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumber & Steamfitters 72 Defined Contrib Fund)

$100M$120M$140M$160M$180M 202220232024 $121M $162M ▲ +33.7%
Total plan assets by year, all Plumber & Steamfitters 72 Defined Contrib Fund plans on file
Year Plans Participants Total Assets
2022 1 3,555 $121M
2023 1 3,548 $143M
2024 1 3,631 $162M

Nearby Profit Sharing Plans in Florida

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

Plumbers & Steamfitters 72 Defined Contrib Fund vs. nearby Profit Sharing plans in Florida, assets vs. participants

Plumbers & Steamfitters 72 Defined Contrib Fund vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Plumbers & Steamfitt…Retirement Wealth Bu…Raymond James Financ…Orlando Health, Inc.…Shands Health Care M…American Maritime Of…
Plumbers & Steamfitters 72 Defined Contrib Fund vs. nearby Profit Sharing plans in Florida, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers & Steamfitters 72 Defined Contrib Fund by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Steamfitters 72 Defined Contrib Fund assets move in 2023?
Plumbers & Steamfitters 72 Defined Contrib Fund grew sharply - up 17.6% during 2023, from $121M to $143M. Reported net income was $21M.
How have Plumber & Steamfitters 72 Defined Contrib Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Plumber & Steamfitters 72 Defined Contrib Fund's sponsor-wide assets grew 33.7%, from $121M to $162M.
Where does Plumbers & Steamfitters 72 Defined Contrib Fund rank by assets among Form 5500 filers?
Plumbers & Steamfitters 72 Defined Contrib Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters 72 Defined Contrib Fund?
Among Profit Sharing plans in other states, the closest by assets is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN ($144M, 4,510 participants).

Next read for Plumbers & Steamfitters 72 Defined Contr…

Filing takeaways

Ways to act on Plumbers & Steamfitters 72 Defined Contrib Fund's numbers.

  • By total assets, Plumbers & Steamfitters 72 Defined Contrib Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
  • Plumber & Steamfitters 72 Defined Contrib Fund's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Construction plans