Profit Sharing · DOL Form 5500 · 2023

Plumbers and Steamfitters Local 521 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
61st
Percentile by assets National rank
$106,631
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers and Steamfitters Local 521 Annuity Fund · Sponsored by Plumbers and Steamfitters Local 521 Annuity Fund · West Virginia · Finance & Insurance

$11M in assets, 104 participants

Plumbers and Steamfitters Local 521 Annuity Fund's Plumbers and Steamfitters Local 521 Annuity Fund reported $11M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,044 in Finance & Insurance (8,869 peers)

Coverage in West Virginia

Plumbers and Steamfitters Local 521 Annuity Fund covers 104 participants in West Virginia, about 22% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.

#4,044
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY

Plumbers and Steamfitters Local 521 Annuity Fund's mid-pack asset rank among Finance & Insurance and all filers

Plumbers and Steamfitters Local 521 Annuity Fund vs every filed plan by assets

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

$11,089,584 Top 39% higher than 61% 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 and Steamfitters Local 521 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 and Steamfitters Local 521 Annuity Fund sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local 521 Annuity Fund reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 521 Annuity Fund reported participants fell from 143 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Plumbers and Steamfitters Local 521 Annuity Fund end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261357595 · Plumbers and Steamfitters Local 521 Annuity Fund PY 2023 · Profit Sharing

Plumbers and Steamfitters Local 521 Annuity Fund · $11M · 104 · 61st

  • ASSETS $11M
  • PCT 104
  • EIN 61st
  • RANK Profit Sharing
  • PHOTO near Gagnon Securities LLC Profit Sharing Plan
  • IND ind #4044

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 Finance & Insurance retirement plans → · Plans in West Virginia →

Plumbers and Steamfitters Local 521 Annuity Fund in the asset neighbourhood

Med Excel USA, Inc. 401(k) Profit Sharing Plan and TrustMed Excel USA, Inc. 401(k) P…$11MJohn Stamos Productions Inc Profit Sharing PlanJohn Stamos Productions Inc …$11MAnthros, Inc. Retirement Savings PlanAnthros, Inc. Retirement Sav…$11MPlumbers and Steamfitters Local 521 Annuity FundPlumbers and Steamfitters Lo…$11MGagnon Securities LLC Profit Sharing PlanGagnon Securities LLC Profit…$11M
End-of-year total assets ($M) among Plumbers and Steamfitters Local 521 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN261357595
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers and Steamfitters Local 521 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local 521 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.23047528196886% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.1M $12.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 143 $9M
2023 1 104 $11M
2024 1 145 $13M

Nearby Profit Sharing Plans in West Virginia

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

Plumbers and Steamfitters Local 521 Annuity Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200 Total assets ($M) Participants Plumbers and Steamfitters Local 521 Annuity Fund, Total assets ($M): 11.089584 · Participants: 104Plumbers and Steamfitters Local 521 Annuity FundWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 150.972254 · Participants: 5751West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 104.30095 · Participants: 225Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanI.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 100.212407 · Participants: 7765I.U.O.E. Local #132 Annuity & Savings FundIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 52.76328 · Participants: 3624Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 48.541861 · Participants: 274The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.
Plumbers and Steamfitters Local 521 Annuity Fund vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare Plumbers and Steamfitters Local 521 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local 521 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is Gagnon Securities LLC Profit Sharing Plan in NY ($11M); by covered participants it is Bold Holdings LLC Retirement Plan in PR (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 and Steamfitters Local 521 Annuity Fund assets move in 2023? ▼
Plumbers and Steamfitters Local 521 Annuity Fund grew sharply - up 21.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Plumbers and Steamfitters Local 521 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local 521 Annuity Fund's sponsor-wide assets grew 42.2%, from $9M to $13M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local 521 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Gagnon Securities LLC Profit Sharing Plan in NY ($11M, 20 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local 521 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bold Holdings LLC Retirement Plan in PR (104 participants, $3M 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 261357595.

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.