Profit Sharing · DOL Form 5500 · 2023

Trustees of the Local Union No. 572 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,114
Participants Near avg headcount
48th
Percentile by assets National rank
$5,538
Avg per participant Low balance/head
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Official DOL plan name: Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · Sponsored by Trustees of the Local Union No. 572 Annuity Fund · Tennessee · Construction

$6M in assets, 1,114 participants

Trustees of the Local Union No. 572 Annuity Fund's Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported $6M in total assets and 1,114 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,218 in Construction (9,030 peers)

Trustees of the Local Union No. 572 Annuity Fund multi-year trail

Trustees of the Local Union No. 572 Annuity Fund's plans moved +267.9% in assets from 2022 to 2024; this filing shows Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund at $6M / 1,114 participants.

#4,218
in Construction (9,030 peers)
+116.5%
assets growth YoY

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs every filed plan by assets

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

$6,169,043 48th percentile higher than 48% 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity 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. Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund lands in the large band (1,114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported net income rose from $986K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported participants rose from 927 in the plan year 2022 filing to 1,114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 834459073 · Trustees of the Local Union No. 572 Annuity Fund PY 2023 · Profit Sharing

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · $6M · 1,114 · 48th

  • TYPE $6M
  • TYPE 1,114
  • TYPE 48th
  • TYPE Profit Sharing
  • TYPE near Quetico, LLC Profit Sharing Plan
  • TYPE ind #4218

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 Tennessee →

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in the asset neighbourhood

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity FundPlumbers, Pipefitters and Hv…$6MQuetico, LLC Profit Sharing PlanQuetico, LLC Profit Sharing …$6MK. Mccaffrey, LLC. Profit Sharing PlanK. Mccaffrey, LLC. Profit Sh…$6MMission Plastics of Arkansas Inc. Profit Sharing Plan and TrustMission Plastics of Arkansas…$6MProfit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLPProfit Sharing Retirement Pl…$6M
End-of-year total assets ($M) among Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Trustees of the Local Union No. 572 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Trustees of the Local Union No. 572 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 267.9072342778705% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.85M $10.5M ▲ +268.1%
Year Plans Participants Total Assets
2022 1 927 $3M
2023 1 1,114 $6M
2024 1 1,137 $10M

Trustees of the Local Union No. 572 Annuity Fund filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN834459073
Plan Effective Date2019-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund, Total assets ($M): 6.169043 · Participants: 1114Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity FundBallad 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund side-by-side with 3 peers →

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Quetico, LLC Profit Sharing Plan in CA ($6M); by covered participants it is The Savings Plan for Lilly Affiliate Employees in Puerto Rico in PR (1,114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,114 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund assets move in 2023? ▼
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund surged - up 116.5% during 2023, from $3M to $6M. Reported net income was $3M.
How have Trustees of the Local Union No. 572 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local Union No. 572 Annuity Fund's sponsor-wide assets grew 267.9%, from $3M to $10M.
Which Profit Sharing plans are similar in size to Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Quetico, LLC Profit Sharing Plan in CA ($6M, 136 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Savings Plan for Lilly Affiliate Employees in Puerto Rico in PR (1,114 participants, $442M 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 834459073.

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.