Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan
Data updated 2026-08-11
- $124M
- Total assets
- 594
- Participants
- 93rd
- Percentile by assets
- $208,803
- Avg per participant
Official DOL plan name: Plumbers Retirement Fund · Sponsored by Board of Trustees Plumbers Local 27 Retirement Fund · Pennsylvania · Construction
$124M in assets, 594 participants
Board of Trustees Plumbers Local 27 Retirement Fund's Plumbers Retirement Fund reported $124M in total assets and 594 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)
- #8,222 in Construction (9,030 peers)
Where Plumbers Retirement Fund sits by assets
Plumbers Retirement Fund sits in the top 10% of all filed plans by assets, $124M for 594 participants (~$208,803/participant), up 10.3% in 2023.
- $124M
- total plan assets (2023 EOY)
- 594
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $208,803
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers Retirement Fund reported net income rose from -$29M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Plumbers Retirement Fund reported participants rose from 507 in the plan year 2022 filing to 594 in the plan year 2023 filing.
- Plumbers Retirement Fund end-of-year assets rose from $112M in the plan year 2022 filing to $124M in the plan year 2023 filing.
Plumbers Retirement Fund vs the 2023 asset distribution
By assets, Plumbers Retirement Fund outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $12M |
| Employer EIN | 256110016 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers Local 27 Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 507 | $112M |
| 2023 | 1 | 594 | $124M |
| 2024 | 1 | 707 | $131M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Plumbers Retirement Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers Retirement Fund by total assets, not by location.
- Front Porch Retirement Plan (CA) $124M · 2,837
- Learn4life 403(b) Plan (CA) $124M · 1,893
- United Regional Health Care System Retirement Savings Plan (TX) $125M · 1,691
- Wiggin & Dana Retirement and Savings Plan for Partners & Staff (CT) $123M · 175
Frequently Asked Questions
How did Plumbers Retirement Fund assets move in 2023? ▼
How have Board of Trustees Plumbers Local 27 Retirement Fund plan assets changed over time? ▼
Where does Plumbers Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Plumbers Retirement Fund? ▼
Next read for Plumbers Retirement Fund
Scale reading
Ways to act on Plumbers Retirement Fund's numbers.
- By total assets, Plumbers Retirement 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 Pennsylvania. Compare plans
- Board of Trustees Plumbers Local 27 Retirement Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Construction plans