Profit Sharing · DOL Form 5500 · 2023

Plumbers Local Union No. 17 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
316
Participants Below avg headcount
32nd
Percentile by assets National rank
$6,982
Avg per participant Low balance/head
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Official DOL plan name: Plumbers Local Union No. 17 Annuity Fund · Sponsored by Plumbers Local Union No. 17 Annuity Fund · Tennessee · Construction

$2M in assets, 316 participants

Plumbers Local Union No. 17 Annuity Fund's Plumbers Local Union No. 17 Annuity Fund reported $2M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,645 in Construction (9,030 peers)

Coverage in Tennessee

Plumbers Local Union No. 17 Annuity Fund covers 316 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#2,645
in Construction (9,030 peers)
+35.9%
assets growth YoY

Plumbers Local Union No. 17 Annuity Fund among the smaller filed plans by assets

Plumbers Local Union No. 17 Annuity Fund vs every filed plan by assets

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

$2,206,323 32nd percentile higher than 32% 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 Local Union No. 17 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. Plumbers Local Union No. 17 Annuity Fund sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers Local Union No. 17 Annuity Fund end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plumbers Local Union No. 17 Annuity Fund reported net income rose from $469K in the plan year 2022 filing to $577K in the plan year 2023 filing.
  • Plumbers Local Union No. 17 Annuity Fund reported participants rose from 259 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833771304 · Plumbers Local Union No. 17 Annuity Fund PY 2023 · Profit Sharing

Plumbers Local Union No. 17 Annuity Fund · $2M · 316 · 32nd

  • PCT $2M
  • EIN 316
  • RANK 32nd
  • PHOTO Profit Sharing
  • IND near Pencils Plus Inc Profit Sharing Plan
  • EOY ind #2645

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 Local Union No. 17 Annuity Fund in the asset neighbourhood

Plumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$2MPencils Plus Inc Profit Sharing PlanPencils Plus Inc Profit Shar…$2MLochte Insurance Agency, Inc. Profit Sharing PlanLochte Insurance Agency, Inc…$2MTravenol Profit and Stock Sharing Retirement Plan for Puerto RicoTravenol Profit and Stock Sh…$2MBorinquen Container Coda Retirement PlanBorinquen Container Coda Ret…$2M
End-of-year total assets ($M) among Plumbers Local Union No. 17 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$577K
Employer EIN833771304
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Local Union No. 17 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers Local Union No. 17 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3M 86.346237818709% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.62M $3.03M ▲ +87.0%
Year Plans Participants Total Assets
2022 1 259 $2M
2023 1 316 $2M
2024 1 324 $3M

Nearby Profit Sharing Plans in Tennessee

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

Plumbers Local Union No. 17 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers Local Union No. 17 Annuity Fund, Total assets ($M): 2.206323 · Participants: 316Plumbers Local Union No. 17 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 Local Union No. 17 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers Local Union No. 17 Annuity Fund side-by-side with 3 peers →

Plumbers Local Union No. 17 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Pencils Plus Inc Profit Sharing Plan in NY ($2M); by covered participants it is Burgers Employees Profit Sharing Plan and Trust in MO (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Local Union No. 17 Annuity Fund assets move in 2023? ▼
Plumbers Local Union No. 17 Annuity Fund surged - up 35.9% during 2023, from $2M to $2M. Reported net income was $577K.
How have Plumbers Local Union No. 17 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Local Union No. 17 Annuity Fund's sponsor-wide assets grew 86.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Plumbers Local Union No. 17 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Pencils Plus Inc Profit Sharing Plan in NY ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers Local Union No. 17 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Burgers Employees Profit Sharing Plan and Trust in MO (316 participants, $30M 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 833771304.

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.