Profit Sharing · DOL Form 5500 · 2024

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
307
Participants Below avg headcount
86th
Percentile by assets National rank
$188,050
Avg per participant Above avg balance/head
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Official DOL plan name: Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · Sponsored by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund · Connecticut · Construction

$58M in assets, 307 participants

Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported $58M in total assets and 307 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,574 in Construction (9,039 peers)

Coverage in Connecticut

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan covers 307 participants in Connecticut, about 43% of the average Connecticut filer (state average ~718 per filing). Assets: $58M.

#7,574
in Construction (9,039 peers)
+14.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's outsized position by total assets

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$57,731,389 Top 14% higher than 86% of 123,620 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 2024

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan end-of-year assets rose from $50M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reported participants rose from 286 in the plan year 2023 filing to 307 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 046069434 · Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund PY 2024 · Profit Sharing

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan · $58M · 307 · 86th

  • RANK $58M
  • PHOTO 307
  • IND 86th
  • EOY Profit Sharing
  • 5500 near Thompson Machinery Commerce Corp Profit Sharing Plan
  • ASSETS ind #7574

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 →

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan in the asset neighbourhood

Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution PlanWilson, Elser, Moskowitz, Ed…$58MWorcester Plumbers and Pipefitters Local Union #4 Annuity PlanWorcester Plumbers and Pipef…$58MThompson Machinery Commerce Corp Profit Sharing PlanThompson Machinery Commerce …$58MPrudential Lighting Profit Sharing Plan and TrustPrudential Lighting Profit S…$58MGeorgia Crown Distributing Co. Retirement SavingsGeorgia Crown Distributing C…$57M
End-of-year total assets ($M) among Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN046069434
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund)

Sponsor-wide plan assets over time

All Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 38.742605038458386% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.6M $57.7M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 283 $42M
2023 1 286 $50M
2024 1 307 $58M

Nearby Profit Sharing Plans in Connecticut

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

Worcester Plumbers and Pipefitters Local Union #4 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 ($B) Participants Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan, Total assets ($B): 0.057731389 · Participants: 307Worcester Plumbers and Pipefitters Local Union #4 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan side-by-side with 3 peers →

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Thompson Machinery Commerce Corp Profit Sharing Plan in TN ($58M); by covered participants it is Chapman and Cutler LLP Retirement Plan in IL (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan assets move in 2024? ▼
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan grew at a solid clip - up 14.5% during 2024, from $50M to $58M. Reported net income was $7M.
How have Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets grew 38.7%, from $42M to $58M.
Where does Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan rank by assets among Form 5500 filers? ▼
Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thompson Machinery Commerce Corp Profit Sharing Plan in TN ($58M, 944 participants).
Which Profit Sharing plans cover a similar participant headcount to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Chapman and Cutler LLP Retirement Plan in IL (307 participants, $211M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046069434.

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.