Profit Sharing · DOL Form 5500 · 2023

U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$87M
Total assets: 807
Participants: 90th
Percentile by assets: $107,649
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$87M
total plan assets (2023 EOY): 807
covered participants: 90th
percentile by assets (of 127,072 plans): $107,649
avg assets per participant

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.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

U.a. Plumbers & Steamfitters Local 22 Annuity Fund vs the 2023 asset distribution

By assets, U.a. Plumbers & Steamfitters Local 22 Annuity Fund outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund plans on file

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.

U.a. Plumbers & Steamfitters Local 22 Annuity 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

Compare U.a. Plumbers & Steamfitters Local 22 An… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to U.a. Plumbers & Steamfitters Local 22 Annuity Fund by total assets, not by location.

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

Frequently Asked Questions

How did U.a. Plumbers & Steamfitters Local 22 Annuity Fund assets move in 2023? ▼

U.a. Plumbers & Steamfitters Local 22 Annuity Fund grew sharply - up 19.8% during 2023, from $73M to $87M. Reported net income was $14M.

How have U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund's sponsor-wide assets grew 40.4%, from $73M to $102M.

Where does U.a. Plumbers & Steamfitters Local 22 Annuity Fund rank by assets among Form 5500 filers? ▼

U.a. Plumbers & Steamfitters Local 22 Annuity Fund ranks in the 90th 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 U.a. Plumbers & Steamfitters Local 22 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is The Torrance Health Association Inc 401(a) Plan in CA ($87M, 5,063 participants).

Next read for U.a. Plumbers & Steamfitters Local 22 An…

Scale reading

Ways to act on U.a. Plumbers & Steamfitters Local 22 Annuity Fund's numbers.

By total assets, U.a. Plumbers & Steamfitters Local 22 Annuity Fund ranks in the top 10% 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
U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund's sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Construction plans

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 770596978.