Profit Sharing · DOL Form 5500 · 2023

Plumbers and Steamfitters Local Union No. 43 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
610
Participants Below avg headcount
40th
Percentile by assets National rank
$6,519
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Sponsored by Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Tennessee · Construction

$4M in assets, 610 participants

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's Plumbers and Steamfitters Local Union No. 43 Annuity Fund reported $4M in total assets and 610 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,440 in Construction (9,030 peers)

Plumbers and Steamfitters Local Union No. 43 Annuity Fund multi-year trail

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's plans moved +148.2% in assets from 2022 to 2024; this filing shows Plumbers and Steamfitters Local Union No. 43 Annuity Fund at $4M / 610 participants.

#3,440
in Construction (9,030 peers)
+72.7%
assets growth YoY

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs every filed plan by assets

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

$3,976,460 40th percentile higher than 40% 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 Union No. 43 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 Union No. 43 Annuity Fund sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers and Steamfitters Local Union No. 43 Annuity Fund end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plumbers and Steamfitters Local Union No. 43 Annuity Fund reported participants rose from 396 in the plan year 2022 filing to 610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 871958105 · Plumbers and Steamfitters Local Union No. 43 Annuity Fund PY 2023 · Profit Sharing

Plumbers and Steamfitters Local Union No. 43 Annuity Fund · $4M · 610 · 40th

  • BOY $4M
  • SCH 610
  • EBSA 40th
  • PART Profit Sharing
  • TYPE near Macon-Bibb County Eoc, Inc. Profit Sharing Plan
  • NET ind #3440

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 Tennessee →

Plumbers and Steamfitters Local Union No. 43 Annuity Fund in the asset neighbourhood

Plumbers and Steamfitters Local Union No. 43 Annuity FundPlumbers and Steamfitters Lo…$4MO'brien Kiernan Investment Co. Profit Sharing PlanO'brien Kiernan Investment C…$4MMacon-Bibb County Eoc, Inc. Profit Sharing PlanMacon-Bibb County Eoc, Inc. …$4MCharles Schwab-Custodian-Keogh Profit Sharing Plan-Louis BellottiCharles Schwab-Custodian-Keo…$4MBaird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4M
End-of-year total assets ($M) among Plumbers and Steamfitters Local Union No. 43 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Plumbers and Steamfitters Local Union No. 43 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local Union No. 43 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6M 148.185165450987% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.3M $5.72M ▲ +148.7%
Year Plans Participants Total Assets
2022 1 396 $2M
2023 1 610 $4M
2024 1 659 $6M

Plumbers and Steamfitters Local Union No. 43 Annuity Fund filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN871958105
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers and Steamfitters Local Union No. 43 Annuity Fund, Total assets ($M): 3.97646 · Participants: 610Plumbers and Steamfitters Local Union No. 43 Annuity FundBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers and Steamfitters Local Union No. 43 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA ($4M); by covered participants it is Open Door Community Health Centers Profit Sharing Plan in CA (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (610 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 Union No. 43 Annuity Fund assets move in 2023? ▼
Plumbers and Steamfitters Local Union No. 43 Annuity Fund surged - up 72.7% during 2023, from $2M to $4M. Reported net income was $2M.
How have Plumbers and Steamfitters Local Union No. 43 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local Union No. 43 Annuity Fund's sponsor-wide assets grew 148.2%, from $2M to $6M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA ($4M, 145 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Open Door Community Health Centers Profit Sharing Plan in CA (610 participants, $16M 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 871958105.

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.