Profit Sharing · DOL Form 5500 · 2023

Plumbers and Steamfitters Local 247 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
252
Participants Below avg headcount
35th
Percentile by assets National rank
$11,735
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local 247 Annuity Plan · Sponsored by Plumbers and Steamfitters Local 247 Annuity Plan · Tennessee · Other Services

$3M in assets, 252 participants

Plumbers and Steamfitters Local 247 Annuity Plan's Plumbers and Steamfitters Local 247 Annuity Plan reported $3M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,667 in Other Services (7,857 peers)

Coverage in Tennessee

Plumbers and Steamfitters Local 247 Annuity Plan covers 252 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#4,667
in Other Services (7,857 peers)
+40.5%
assets growth YoY

Plumbers and Steamfitters Local 247 Annuity Plan's mid-pack asset rank among Other Services and all filers

Plumbers and Steamfitters Local 247 Annuity Plan vs every filed plan by assets

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

$2,957,303 35th percentile higher than 35% 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 and Steamfitters Local 247 Annuity Plan 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 and Steamfitters Local 247 Annuity Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local 247 Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 247 Annuity Plan reported net income rose from $764K in the plan year 2022 filing to $854K in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 247 Annuity Plan reported participants fell from 274 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830591359 · Plumbers and Steamfitters Local 247 Annuity Plan PY 2023 · Profit Sharing

Plumbers and Steamfitters Local 247 Annuity Plan · $3M · 252 · 35th

  • IND $3M
  • EOY 252
  • 5500 35th
  • ASSETS Profit Sharing
  • PCT near Axon Childcare Services Company Retirement Plan
  • EIN ind #4667

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 Other Services retirement plans → · Plans in Tennessee →

Plumbers and Steamfitters Local 247 Annuity Plan in the asset neighbourhood

Plumbers and Steamfitters Local 247 Annuity PlanPlumbers and Steamfitters Lo…$3MAxon Childcare Services Company Retirement PlanAxon Childcare Services Comp…$3MLiebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLCLiebert & Liebert Profit Sha…$3MLoverde Construction Co.Inc. Profit Sharing PlanLoverde Construction Co.Inc.…$3MMarvin Zelman Md PC Profit Sharing PlanMarvin Zelman Md PC Profit S…$3M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 247 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$854K
Employer EIN830591359
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local 247 Annuity Plan)

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local 247 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 83.38982889779007% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.1M $3.86M ▲ +83.8%
Year Plans Participants Total Assets
2022 1 274 $2M
2023 1 252 $3M
2024 1 280 $4M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Plumbers and Steamfitters Local 247 Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers and Steamfitters Local 247 Annuity Plan, Total assets ($M): 2.957303 · Participants: 252Plumbers and Steamfitters Local 247 Annuity PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Plumbers and Steamfitters Local 247 Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers and Steamfitters Local 247 Annuity Plan side-by-side with 3 peers →

Plumbers and Steamfitters Local 247 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Axon Childcare Services Company Retirement Plan in NC ($3M); by covered participants it is Manning Building Supplies, Inc. Profit Sharing Plan in FL (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.

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 and Steamfitters Local 247 Annuity Plan assets move in 2023? ▼
Plumbers and Steamfitters Local 247 Annuity Plan surged - up 40.5% during 2023, from $2M to $3M. Reported net income was $854K.
How have Plumbers and Steamfitters Local 247 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local 247 Annuity Plan's sponsor-wide assets grew 83.4%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local 247 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Axon Childcare Services Company Retirement Plan in NC ($3M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local 247 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Manning Building Supplies, Inc. Profit Sharing Plan in FL (252 participants, $10M 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 830591359.

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.