Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan
Data updated 2026-08-06
- $636M
- Total assets
- 3,691
- Participants
- 98th
- Percentile by assets
- $172,436
- Avg per participant
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.
- 98th percentile by assets (of 126,618 plans)
- #8,796 in Construction (8,993 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 ~795 per filing). Assets: $636M.
- $636M
- total plan assets (2023 EOY)
- 3,691
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $172,436
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Steamfitters' Industry Supplemental Retirement Fund reports 3,691 participants - 4.6x that state average ($636M EOY assets).
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)
| 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.
Steamfitters' Industry Supplemental Retirement Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Steamfitters' Industry Supplemental Retirement Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Steamfitters' Industry Supplemental Retirement Fund assets move in 2023? ▼
How have Board of Trustees Steamfitters' Industry Supplemental Retirement plan assets changed over time? ▼
Where does Steamfitters' Industry Supplemental Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Steamfitters' Industry Supplemental Retirement Fund? ▼
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Filing takeaways
Ways to act on Steamfitters' Industry Supplemental Retirement Fund's numbers.
- By total assets, Steamfitters' Industry Supplemental Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Steamfitters' Industry Supplemental Retirement's sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Construction plans