Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan
Data updated 2026-08-25
- $636M
- Total assets Above avg plan size
- 3,691
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $172,436
- Avg per participant Above avg balance/head
Official DOL plan name: Steamfitters' Industry Supplemental Retirement Fund · Sponsored by Board of Trustees Steamfitters' Industry Supplemental Retirement · New York · Construction
$636M in assets, 3,691 participants
Board of Trustees Steamfitters' Industry Supplemental Retirement's Steamfitters' Industry Supplemental Retirement Fund reported $636M in total assets and 3,691 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,833 in Construction (9,030 peers)
Coverage in New York
Steamfitters' Industry Supplemental Retirement Fund covers 3,691 participants in New York, 4.6x the typical New York plan (state average ~798 per filing). Assets: $636M.
- #8,833
- in Construction (9,030 peers)
- +14.1%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Steamfitters' Industry Supplemental Retirement Fund's outsized position by total assets
Steamfitters' Industry Supplemental Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$636,462,058 Top 2% higher than 98% 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
Steamfitters' Industry Supplemental Retirement 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. Steamfitters' Industry Supplemental Retirement Fund lands in the large band (3,691 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steamfitters' Industry Supplemental Retirement Fund reported net income rose from -$175M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Steamfitters' Industry Supplemental Retirement Fund end-of-year assets rose from $558M in the plan year 2022 filing to $636M in the plan year 2023 filing.
- Steamfitters' Industry Supplemental Retirement Fund reported participants fell from 3,897 in the plan year 2022 filing to 3,691 in the plan year 2023 filing.
DOL schedule card
Filing strip 133917806 · Board of Trustees Steamfitters' Industry Supplemental Retirement PY 2023 · Profit Sharing
Steamfitters' Industry Supplemental Retirement Fund · $636M · 3,691 · 98th
- NET $636M
- BOOK 3,691
- VS-ST 98th
- BOY Profit Sharing
- SCH near Midwest Operating Engineers Retirement Enhancement
- EBSA ind #8833
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 New York →
Steamfitters' Industry Supplemental Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $558M |
|---|---|
| Net Assets (End of Year) | $636M |
| Net Income | $79M |
| Employer EIN | 133917806 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Steamfitters' Industry Supplemental Retirement)
Sponsor-wide plan assets over time
All Board of Trustees Steamfitters' Industry Supplemental Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $724M 29.85468927943033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,897 | $558M |
| 2023 | 1 | 3,691 | $636M |
| 2024 | 1 | 3,592 | $724M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Steamfitters' Industry Supplemental Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Midwest Operating Engineers Retirement Enhancement in IL ($637M); by covered participants it is Loyal Source Government Services 401(a) Plan in FL (3,693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($636M here).
- Midwest Operating Engineers Retirement Enhancement (IL) $637M · 16,067
- IBEW Local Union No 102 Surety Plan (NJ) $637M · 2,283
- International Painters and Allied Trades Industry Annuity Plan (MD) $622M · 10,625
- Sheet Metal Workers Local 17 Annuity Income Fund (MA) $617M · 2,868
Similar participant headcount
Nearest other-state filings by covered participants (3,691 participants); asset peers above are excluded.
- Loyal Source Government Services 401(a) Plan (FL) 3,693 · 2 off
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust (MO) 3,749 · 58 off
- Ironworkers Local Union 549 and 550 Security Plan (WV) 3,624 · 67 off
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) 3,548 · 143 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.