Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU

This Profit Sharing plan holds $19M in total assets and serves 260 participants as of 2023. It is sponsored by TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU in Vermont. The plan reported positive net income of $654K for the year.

Total Assets (2023)
$19M
Participants
260
State
Industry
Construction

What the Filing Says About UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND

UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND is a Profit Sharing retirement plan sponsored by TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU, headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 260 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 030320580, and the plan has been effective since 1989-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $19M at year-end — a gain of 3.8%. Net assets (after liabilities) closed the year at $19M, with reported net income of $654K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$654K
Plan TypeProfit Sharing
Employer EIN030320580
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU)

Year Plans Participants Total Assets
2022 1 297 $18M
2023 1 260 $19M
2024 1 267 $19M

Nearby Profit Sharing Plans in Vermont

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

Frequently Asked Questions

How much money is in the UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND?
As of the 2023 Form 5500 filing, UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND holds $19M in total assets with 260 participants. It is sponsored by TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU.
What type of plan is UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND?
UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND is a Profit Sharing plan. It has been effective since 1989-05-01. The plan is filed with the U.S. Department of Labor under EIN 030320580.
Who sponsors the UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND?
UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND is sponsored by TRUSTEES-UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNU, located in Vermont. The sponsor's EIN is 030320580 and the plan operates in the Construction industry.
How did UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND perform in 2023?
UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND grew by 3.8% during 2023, moving from $18M to $19M in total assets. Net income was $654K.
Where can I find official filings for UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND?
Official Form 5500 filings for UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030320580 or plan name at efast.dol.gov.
How does UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND compare to other plans?
You can compare UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS LOCAL 693 ANNUITY FUND against other Profit Sharing plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 030320580.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.