Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$58M
Total assets: 307
Participants: 86th
Percentile by assets: $188,050
Avg per participant

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.

86th percentile by assets (of 116,472 plans)

Coverage in Connecticut

Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan covers 307 participants in Connecticut, about 41% of the average Connecticut filer (state average ~740 per filing). Assets: $58M.

$58M
total plan assets (2024 EOY): 307
covered participants: 86th
percentile by assets (of 116,472 plans): $188,050
avg assets per participant

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 →

State

Connecticut

Industry

Construction

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan reports 307 participants - about 41% of that state average ($58M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$58M
Net Income	$7M
Employer EIN	046069434
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund plans on file

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

North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
Connecticut Children's Retirement Savings Plan $541M · 3,179
Connecticut Laborers' Annuity Plan $274M · 3,043
Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
Ons Savings Plan $133M · 1,230

Compare Worcester Plumbers and Pipefitters Local… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan by total assets, not by location.

Thompson Machinery Commerce Corp Profit Sharing Plan (TN) $58M · 944
Prudential Lighting Profit Sharing Plan and Trust (CA) $58M · 137
Wilson, Elser, Moskowitz, Edelman & Dicker LLP Partners' Defined Contribution Plan (NY) $58M · 295
Georgia Crown Distributing Co. Retirement Savings (GA) $57M · 748

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 116,472 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).

Next read for Worcester Plumbers and Pipefitters Local…

Filing takeaways

Ways to act on Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan's numbers.

By total assets, Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Construction plans

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.