Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Plumbers and Steamfitters Local Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
293
Participants Below avg headcount
72nd
Percentile by assets National rank
$66,738
Avg per participant Below avg balance/head
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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.

  • #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.

#6,407
in Construction (9,030 peers)
+28.4%
assets growth YoY

Plumbers & Steamfitters Local 131 Annuity Plan's outsized position by total assets

Plumbers & Steamfitters Local 131 Annuity Plan vs every filed plan by assets

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

$19,554,099 Top 28% higher than 72% 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 & Steamfitters Local 131 Annuity Plan 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 & Steamfitters Local 131 Annuity Plan sits mid-pack in the medium band (293 participants).

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 →

Published 5500 schedule card

Filing strip 061405058 · Board of Trustees Plumbers and Steamfitters Local PY 2023 · Profit Sharing

Plumbers & Steamfitters Local 131 Annuity Plan · $20M · 293 · 72nd

  • EBSA $20M
  • EBSA 293
  • EBSA 72nd
  • EBSA Profit Sharing
  • EBSA near Aua Discretionary Contribution Plan
  • EBSA ind #6407

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 Connecticut →

Plumbers & Steamfitters Local 131 Annuity Plan in the asset neighbourhood

Southern Tier Building Trades Laborers Profit Sharing PlanSouthern Tier Building Trade…$20MPlumbers & Steamfitters Local 131 Annuity PlanPlumbers & Steamfitters Loca…$20MAua Discretionary Contribution PlanAua Discretionary Contributi…$20MJoseph, Greenwald & Laake, P.a. Retirement PlanJoseph, Greenwald & Laake, P…$20MSpike Enterprises Inc. Retirement PlanSpike Enterprises Inc. Retir…$19M
End-of-year total assets ($M) among Plumbers & Steamfitters Local 131 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees Plumbers and Steamfitters Local plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.439057571855948% vs 2022
2023 filing year
$14M$16M$18M$20M 20222023 $15.2M $19.6M ▲ +28.4%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Plumbers & Steamfitters Local 131 Annuity Plan, Total assets ($B): 0.019554099 · Participants: 293Plumbers & Steamfitters Local 131 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Plumbers & Steamfitters Local 131 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Plumbers & Steamfitters Local 131 Annuity Plan side-by-side with 3 peers →

Plumbers & Steamfitters Local 131 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Aua Discretionary Contribution Plan in MD ($20M); by covered participants it is Rick Engineering Company Profit Sharing Plan and Trust in CA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 & 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).
Which Profit Sharing plans cover a similar participant headcount to Plumbers & Steamfitters Local 131 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rick Engineering Company Profit Sharing Plan and Trust in CA (293 participants, $12M 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 061405058.

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.