Profit Sharing · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 1,207
- Participants
- 67th
- Percentile by assets
- $12,239
- Avg per participant
Official DOL plan name: Plumbers & Steamfitters Local 137-353 Annuity Fund · Sponsored by Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees · Illinois · Construction
$15M in assets, 1,207 participants
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's Plumbers & Steamfitters Local 137-353 Annuity Fund reported $15M in total assets and 1,207 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 127,072 plans)
- #5,922 in Construction (9,030 peers)
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year trail
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's plans moved +79.6% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 137-353 Annuity Fund at $15M / 1,207 participants.
- $15M
- total plan assets (2023 EOY)
- 1,207
- covered participants
- 67th
- percentile by assets (of 127,072 plans)
- $12,239
- avg assets per participant
Where Plumbers & Steamfitters Local 137-353 Annuity Fund sits by total assets
Plumbers & Steamfitters Local 137-353 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,771,985 Top 33% higher than 67% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local 137-353 Annuity Fund reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 137-353 Annuity Fund end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Plumbers & Steamfitters Local 137-353 Annuity Fund reported participants rose from 1,148 in the plan year 2022 filing to 1,207 in the plan year 2023 filing.
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees across 3 plan years on file
Across the 3 plan years Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $19M, a gain of 79.6%, while reported participants moved from 1,148 to 1,134 (-1.2%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($10M).
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,148 | $10M |
| 2023 | 1 | 1,207 | $15M |
| 2024 | 1 | 1,134 | $19M |
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 812451497 |
| Plan Effective Date | 2016-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Plumbers & Steamfitters Local 137-353 Annuity Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers & Steamfitters Local 137-353 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Plumbers & Steamfitters Local 137-353 Annuity Fund assets move in 2023? ▼
How have Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 137-353 Annuity Fund? ▼
Next read for Plumbers & Steamfitters Local 137-353 An…
Multi-year trail
Ways to act on Plumbers & Steamfitters Local 137-353 Annuity Fund's numbers.
- By total assets, Plumbers & Steamfitters Local 137-353 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's sponsor-wide assets have grown 79.6% since 2022 across 3 plan years on file. More Construction plans