Profit Sharing · DOL Form 5500 · 2023

Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$105M
Total assets: 1,012
Participants: 92nd
Percentile by assets: $103,277
Avg per participant

Official DOL plan name: Plumbers and Steamfitters Local No. 7 Annuity Fund · Sponsored by Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund · New York · Construction

$105M in assets, 1,012 participants

Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund's Plumbers and Steamfitters Local No. 7 Annuity Fund reported $105M in total assets and 1,012 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#8,119 in Construction (9,030 peers)

Where Plumbers and Steamfitters Local No. 7 Annuity Fund sits by assets

Plumbers and Steamfitters Local No. 7 Annuity Fund sits in the top 10% of all filed plans by assets, $105M for 1,012 participants (~$103,277/participant), up 20.5% in 2023.

$105M
total plan assets (2023 EOY): 1,012
covered participants: 92nd
percentile by assets (of 127,072 plans): $103,277
avg assets per participant

Plumbers and Steamfitters Local No. 7 Annuity Fund reported net income rose from $4M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Plumbers and Steamfitters Local No. 7 Annuity Fund end-of-year assets rose from $87M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Construction

Plumbers and Steamfitters Local No. 7 Annuity Fund vs the 2023 asset distribution

By assets, Plumbers and Steamfitters Local No. 7 Annuity Fund outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$104M
Net Income	$18M
Employer EIN	900127434
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund)

Total plan assets by year, all Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,019	$87M
2023	1	1,012	$105M
2024	1	998	$116M

Nearby Profit Sharing Plans in New York

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

Plumbers and Steamfitters Local No. 7 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare Plumbers and Steamfitters Local No. 7 An… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers and Steamfitters Local No. 7 Annuity Fund by total assets, not by location.

Kipp DC Retirement Plan (DC) $105M · 1,300
Larson Manufacturing Company Employee Profit Sharing Plan (IL) $105M · 405
Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan (WV) $104M · 225
The Adena Health System Defined Contribution Plan (OH) $105M · 3,166

Frequently Asked Questions

How did Plumbers and Steamfitters Local No. 7 Annuity Fund assets move in 2023? ▼

Plumbers and Steamfitters Local No. 7 Annuity Fund grew sharply - up 20.5% during 2023, from $87M to $105M. Reported net income was $18M.

How have Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund's sponsor-wide assets grew 33.3%, from $87M to $116M.

Where does Plumbers and Steamfitters Local No. 7 Annuity Fund rank by assets among Form 5500 filers? ▼

Plumbers and Steamfitters Local No. 7 Annuity Fund ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local No. 7 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Kipp DC Retirement Plan in DC ($105M, 1,300 participants).

Next read for Plumbers and Steamfitters Local No. 7 An…

Scale reading

Ways to act on Plumbers and Steamfitters Local No. 7 Annuity Fund's numbers.

By total assets, Plumbers and Steamfitters Local No. 7 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Construction plans

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 900127434.