Profit Sharing · DOL Form 5500 · 2023
U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 807
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $107,649
- Avg per participant Below avg balance/head
Official DOL plan name: U.a. Plumbers & Steamfitters Local 22 Annuity Fund · Sponsored by U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund · New York · Construction
$87M in assets, 807 participants
U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund's U.a. Plumbers & Steamfitters Local 22 Annuity Fund reported $87M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,990 in Construction (9,030 peers)
Where U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits by assets
U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits in the top 10% of all filed plans by assets, $87M for 807 participants (~$107,649/participant), up 19.8% in 2023.
- #7,990
- in Construction (9,030 peers)
- +19.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
U.a. Plumbers & Steamfitters Local 22 Annuity Fund's outsized position by total assets
U.a. Plumbers & Steamfitters Local 22 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$86,872,785 Top 10% higher than 90% 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
U.a. Plumbers & Steamfitters Local 22 Annuity 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. U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits mid-pack in the medium band (807 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund reported net income rose from $3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund end-of-year assets rose from $73M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund reported participants fell from 882 in the plan year 2022 filing to 807 in the plan year 2023 filing.
DOL schedule card
Filing strip 770596978 · U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund PY 2023 · Profit Sharing
U.a. Plumbers & Steamfitters Local 22 Annuity Fund · $87M · 807 · 90th
- PART $87M
- TYPE 807
- NET 90th
- BOOK Profit Sharing
- VS-ST near The Torrance Health Association Inc 401(a) Plan
- BOY ind #7990
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 →
U.a. Plumbers & Steamfitters Local 22 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $14M |
| Employer EIN | 770596978 |
| Plan Effective Date | 2003-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund)
Sponsor-wide plan assets over time
All U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 40.40011468189355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 882 | $73M |
| 2023 | 1 | 807 | $87M |
| 2024 | 1 | 809 | $102M |
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
U.a. Plumbers & Steamfitters Local 22 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Torrance Health Association Inc 401(a) Plan in CA ($87M); by covered participants it is Penobscot Community Health Center 403(b) Plan in ME (805 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- The Torrance Health Association Inc 401(a) Plan (CA) $87M · 5,063
- Local Union No. 90 I.B.E.W. Annuity Plan (CT) $87M · 642
- I.U.O.E. Local 98 Annuity Fund (MA) $86M · 1,326
- National Amusements 401(k) Plan (MA) $87M · 890
Similar participant headcount
Nearest other-state filings by covered participants (807 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.