Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Plumbers and Steamfitters Local Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets
293
Participants
72nd
Percentile by assets
$66,738
Avg per participant
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Official DOL plan name: Plumbers & Steamfitters Local 131 Annuity Plan · Sponsored by Board of Trustees Plumbers and Steamfitters Local · Connecticut · Construction

$20M in assets, 293 participants

Board of Trustees Plumbers and Steamfitters Local's Plumbers & Steamfitters Local 131 Annuity Plan reported $20M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 127,072 plans)
  • #6,407 in Construction (9,030 peers)

Coverage in Connecticut

Plumbers & Steamfitters Local 131 Annuity Plan covers 293 participants in Connecticut, about 41% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

$20M
total plan assets (2023 EOY)
293
covered participants
72nd
percentile by assets (of 127,072 plans)
$66,738
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumbers & Steamfitters Local 131 Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 131 Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Plumbers & Steamfitters Local 131 Annuity Plan reported participants rose from 273 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Plumbers & Steamfitters Local 131 Annuity Plan reports 293 participants - about 41% of that state average ($20M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN061405058
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Plumbers and Steamfitters Local)

$14M$16M$18M$20M 20222023 $15.2M $19.6M â–˛ +28.4%
Total plan assets by year, all Board of Trustees Plumbers and Steamfitters Local plans on file
Year Plans Participants Total Assets
2022 1 273 $15M
2023 1 293 $20M

Nearby Profit Sharing Plans in Connecticut

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

Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Plumbers & Steamfitt…North Atlantic State…Connecticut Children…The Lee Company Prof…Connecticut Pipetrad…Connecticut Laborers…
Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers & Steamfitters Local 131 Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Steamfitters Local 131 Annuity Plan assets move in 2023?
Plumbers & Steamfitters Local 131 Annuity Plan grew sharply - up 28.4% during 2023, from $15M to $20M. Reported net income was $4M.
How have Board of Trustees Plumbers and Steamfitters Local plan assets changed over time?
Across 2 plan years on file (2022-2023), Board of Trustees Plumbers and Steamfitters Local's sponsor-wide assets grew 28.4%, from $15M to $20M.
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 131 Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Aua Discretionary Contribution Plan in MD ($20M, 111 participants).

Next read for Plumbers & Steamfitters Local 131 Annuit…

Filing takeaways

Ways to act on Plumbers & Steamfitters Local 131 Annuity Plan's numbers.