Profit Sharing · DOL Form 5500 · 2023
Plumbers and Steamfitters Local 166 Profit Sharing Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 928
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $60,257
- Avg per participant Low balance/head
Official DOL plan name: Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan · Sponsored by Plumbers and Steamfitters Local 166 · Indiana · Construction
$56M in assets, 928 participants
Plumbers and Steamfitters Local 166's Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan reported $56M in total assets and 928 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,633 in Construction (9,030 peers)
Where Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan sits by assets
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan sits in the top quartile of all filed plans by assets, $56M for 928 participants (~$60,257/participant), up 15.4% in 2023.
- #7,633
- in Construction (9,030 peers)
- +15.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan's outsized position by total assets
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,918,608 Top 13% higher than 87% 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 and Steamfitters Local 166 Profit Sharing Annuity Plan 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 and Steamfitters Local 166 Profit Sharing Annuity Plan sits mid-pack in the medium band (928 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan reported net income rose from $63K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan reported participants rose from 876 in the plan year 2022 filing to 928 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351953097 · Plumbers and Steamfitters Local 166 PY 2023 · Profit Sharing
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan · $56M · 928 · 87th
- EBSA $56M
- PART 928
- TYPE 87th
- NET Profit Sharing
- BOOK near Plumbers Pipefitters Local No 776 Profit Sharing Annuity Plan
- VS-ST ind #7633
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 Indiana →
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $7M |
| Employer EIN | 351953097 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Steamfitters Local 166)
Sponsor-wide plan assets over time
All Plumbers and Steamfitters Local 166 plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 27.16092739011008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 876 | $48M |
| 2023 | 1 | 928 | $56M |
| 2024 | 1 | 988 | $62M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Plumbers Pipefitters Local No 776 Profit Sharing Annuity Plan in OH ($56M); by covered participants it is Bismarck Mandan Carpenters Local 1091 Tax Deferral in ND (927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (928 participants); asset peers above are excluded.
- Bismarck Mandan Carpenters Local 1091 Tax Deferral (ND) 927 · 1 off
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan (TX) 932 · 4 off
- Omni Family Health 403(b) Plan (CA) 923 · 5 off
- Iuoe Local 57 Annuity Plan (RI) 938 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.