Profit Sharing · DOL Form 5500 · 2023
Plumber & Steamfitters 72 Defined Contrib Fund Profit Sharing Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 3,548
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $40,257
- Avg per participant Low balance/head
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.
- #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.
- #8,286
- in Construction (9,030 peers)
- +17.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Plumbers & Steamfitters 72 Defined Contrib Fund's outsized position by total assets
Plumbers & Steamfitters 72 Defined Contrib Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,830,625 Top 7% higher than 93% 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
Plumbers & Steamfitters 72 Defined Contrib Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters 72 Defined Contrib Fund lands in the large band (3,548 participants).
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.
Published 5500 schedule card
Filing strip 582637934 · Plumber & Steamfitters 72 Defined Contrib Fund PY 2023 · Profit Sharing
Plumbers & Steamfitters 72 Defined Contrib Fund · $143M · 3,548 · 93rd
- IND $143M
- IND 3,548
- IND 93rd
- IND Profit Sharing
- IND near International Union of Operating Engineers Local 841 Qualified Savings Plan
- IND ind #8286
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 Florida →
Plumbers & Steamfitters 72 Defined Contrib Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $21M |
| Employer EIN | 582637934 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumber & Steamfitters 72 Defined Contrib Fund)
Sponsor-wide plan assets over time
All Plumber & Steamfitters 72 Defined Contrib Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 33.72197574194908% vs 2022
- 2024 filing year
| 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.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Plumbers & Steamfitters 72 Defined Contrib Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN ($144M); by covered participants it is Local No. 1 Suburban 401(k) Savings Plan in IL (3,505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) $144M · 4,510
- Northern Illinois Annuity Fund (WA) $144M · 6,943
- Metropolitan Jewish Pension Plan (NY) $142M · 1,915
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) $144M · 1,015
Similar participant headcount
Nearest other-state filings by covered participants (3,548 participants); asset peers above are excluded.
- Local No. 1 Suburban 401(k) Savings Plan (IL) 3,505 · 43 off
- Ultimate Care, Inc. Retirement Plan and Trust (NY) 3,476 · 72 off
- Ironworkers Local Union 549 and 550 Security Plan (WV) 3,624 · 76 off
- American Heart Association, Inc. Qualified Retirement Plan (TX) 3,455 · 93 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.