Profit Sharing · DOL Form 5500 · 2023
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,207
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $12,239
- Avg per participant Low balance/head
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.
- #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.
- #5,922
- in Construction (9,030 peers)
- +41.9%
- assets growth YoY
Plumbers & Steamfitters Local 137-353 Annuity Fund's outsized position 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
Plumbers & Steamfitters Local 137-353 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 & Steamfitters Local 137-353 Annuity Fund lands in the large band (1,207 participants).
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.
Form 5500 schedule snapshot
Filing strip 812451497 · Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees PY 2023 · Profit Sharing
Plumbers & Steamfitters Local 137-353 Annuity Fund · $15M · 1,207 · 67th
- EBSA $15M
- PART 1,207
- TYPE 67th
- NET Profit Sharing
- BOOK near Pindler & Pindler, Inc. Employees' Profit Sharing Plan
- VS-ST ind #5922
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 Illinois →
Plumbers & Steamfitters Local 137-353 Annuity Fund in the asset neighbourhood
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 79.64936639774925% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers & Steamfitters Local 137-353 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Pindler & Pindler, Inc. Employees' Profit Sharing Plan in CA ($15M); by covered participants it is Citrus Health Network, Inc. ERISA 403(b) Plan in FL (1,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,207 participants); asset peers above are excluded.
- Citrus Health Network, Inc. ERISA 403(b) Plan (FL) 1,207 · 0 off
- Buffalo Laborers Security Fund (NY) 1,208 · 1 off
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) 1,205 · 2 off
- Ust Logistical Systems 401(k) Profit Sharing Plan and Trust (SC) 1,204 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.