Profit Sharing · DOL Form 5500 · 2023
Plumbers and Pipefitters Local No 104 Profit Sharing Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 347
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $242,640
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers and Pipefitters Local No. 104 Annuity Fund · Sponsored by Plumbers and Pipefitters Local No 104 · Massachusetts · Finance & Insurance
$84M in assets, 347 participants
Plumbers and Pipefitters Local No 104's Plumbers and Pipefitters Local No. 104 Annuity Fund reported $84M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,520 in Finance & Insurance (8,869 peers)
Where Plumbers and Pipefitters Local No. 104 Annuity Fund sits by assets
Plumbers and Pipefitters Local No. 104 Annuity Fund sits in the top 10% of all filed plans by assets, $84M for 347 participants (~$242,640/participant), up 7.5% in 2023.
- #7,520
- in Finance & Insurance (8,869 peers)
- +7.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plumbers and Pipefitters Local No. 104 Annuity Fund's outsized position by total assets
Plumbers and Pipefitters Local No. 104 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,196,111 Top 10% higher than 90% 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 Pipefitters Local No. 104 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 Pipefitters Local No. 104 Annuity Fund sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers and Pipefitters Local No. 104 Annuity Fund reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Plumbers and Pipefitters Local No. 104 Annuity Fund end-of-year assets rose from $78M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Plumbers and Pipefitters Local No. 104 Annuity Fund reported participants rose from 323 in the plan year 2022 filing to 347 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042564795 · Plumbers and Pipefitters Local No 104 PY 2023 · Profit Sharing
Plumbers and Pipefitters Local No. 104 Annuity Fund · $84M · 347 · 90th
- BOY $84M
- BOY 347
- BOY 90th
- BOY Profit Sharing
- BOY near IBEW Local 712 Profit Sharing Plan
- BOY ind #7520
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 Massachusetts →
Plumbers and Pipefitters Local No. 104 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $6M |
| Employer EIN | 042564795 |
| Plan Effective Date | 1974-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers and Pipefitters Local No 104)
Sponsor-wide plan assets over time
All Plumbers and Pipefitters Local No 104 plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 10.844365835237262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $78M |
| 2023 | 1 | 347 | $84M |
| 2024 | 1 | 334 | $87M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Plumbers and Pipefitters Local No. 104 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is IBEW Local 712 Profit Sharing Plan in PA ($84M); by covered participants it is IBEW Local 143 Annuity Plan in PA (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- IBEW Local 712 Profit Sharing Plan (PA) $84M · 1,314
- Cognia ERISA 403(b) Plan (GA) $85M · 505
- Pipe Trades Pension of Montana (WA) $85M · 1,088
- Yeshiva University After-Tax Annuity Plan (NY) $85M · 77
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- IBEW Local 143 Annuity Plan (PA) 347 · 0 off
- I.B.E.W. Local #910 Annuity Fund (NY) 347 · 0 off
- Bac #1 Supplemental Retirement Fund (MN) 348 · 1 off
- Gotham Per Diem, Inc Retirement Plan (NY) 348 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.