Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
594
Participants Below avg headcount
93rd
Percentile by assets National rank
$208,803
Avg per participant Above avg balance/head
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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.

  • #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.

#8,222
in Construction (9,030 peers)
+10.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Plumbers Retirement Fund's outsized position by total assets

Plumbers Retirement Fund vs every filed plan by assets

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

$124,029,153 Top 7% higher than 93% 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

Plumbers Retirement 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. Plumbers Retirement Fund sits mid-pack in the medium band (594 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 256110016 · Board of Trustees Plumbers Local 27 Retirement Fund PY 2023 · Profit Sharing

Plumbers Retirement Fund · $124M · 594 · 93rd

  • BOOK $124M
  • VS-ST 594
  • BOY 93rd
  • SCH Profit Sharing
  • EBSA near Front Porch Retirement Plan
  • PART ind #8222

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 Pennsylvania →

Plumbers Retirement Fund in the asset neighbourhood

United Regional Health Care System Retirement Savings PlanUnited Regional Health Care …$125MPlumbers Retirement Fund$124MFront Porch Retirement Plan$124MLearn4life 403(b) Plan$124MWiggin & Dana Retirement and Savings Plan for Partners & StaffWiggin & Dana Retirement and…$123M
End-of-year total assets ($M) among Plumbers Retirement Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$124M
Net Income$12M
Employer EIN256110016
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers Local 27 Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers Local 27 Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$131M 16.166256663157128% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $112M $131M ▲ +16.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants Plumbers Retirement Fund, Total assets ($B): 0.124029153 · Participants: 594Plumbers Retirement FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Plumbers Retirement Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Plumbers Retirement Fund side-by-side with 3 peers →

Plumbers Retirement Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Front Porch Retirement Plan in CA ($124M); by covered participants it is Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in MA (595 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

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 Plumbers Retirement Fund assets move in 2023? ▼
Plumbers Retirement Fund grew at a solid clip - up 10.3% during 2023, from $112M to $124M. Reported net income was $12M.
How have Board of Trustees Plumbers Local 27 Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Plumbers Local 27 Retirement Fund's sponsor-wide assets grew 16.2%, from $112M to $131M.
Where does Plumbers Retirement Fund rank by assets among Form 5500 filers? ▼
Plumbers Retirement 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 Retirement Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Front Porch Retirement Plan in CA ($124M, 2,837 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers Retirement Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Fenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing Plan in MA (595 participants, $70M 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 256110016.

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.