Profit Sharing · DOL Form 5500 · 2023
Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 1,012
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $103,277
- Avg per participant Below avg balance/head
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.
- #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.
- #8,119
- in Construction (9,030 peers)
- +20.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Plumbers and Steamfitters Local No. 7 Annuity Fund's outsized position by total assets
Plumbers and Steamfitters Local No. 7 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$104,515,968 Top 8% higher than 92% 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 No. 7 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 and Steamfitters Local No. 7 Annuity Fund lands in the large band (1,012 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
DOL schedule card
Filing strip 900127434 · Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund PY 2023 · Profit Sharing
Plumbers and Steamfitters Local No. 7 Annuity Fund · $105M · 1,012 · 92nd
- BOY $105M
- SCH 1,012
- EBSA 92nd
- PART Profit Sharing
- TYPE near Kipp DC Retirement Plan
- NET ind #8119
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 New York →
Plumbers and Steamfitters Local No. 7 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 33.31248787491858% vs 2022
- 2024 filing year
| 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.
- 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
Plumbers and Steamfitters Local No. 7 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kipp DC Retirement Plan in DC ($105M); by covered participants it is Atlanta Ironworkers Supplemental Retirement Plan in TN (1,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,012 participants); asset peers above are excluded.
- Atlanta Ironworkers Supplemental Retirement Plan (TN) 1,011 · 1 off
- Presbyterian Medical Services Discretionary Contribution Plan (NM) 1,015 · 3 off
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) 1,015 · 3 off
- Sheet Metal, Air, Rail Transportation Local No.27 (NJ) 1,008 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.