Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 707
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $184,818
- Avg per participant Above avg balance/head
Official DOL plan name: Plumbers Retirement Fund · Sponsored by Board of Trustees Plumbers Local 27 Retirement Fund · Pennsylvania · Construction
$131M in assets, 707 participants
Board of Trustees Plumbers Local 27 Retirement Fund's Plumbers Retirement Fund reported $131M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,203 in Construction (9,039 peers)
Where Plumbers Retirement Fund sits by assets
Plumbers Retirement Fund sits in the top 10% of all filed plans by assets, $131M for 707 participants (~$184,818/participant), up 5.4% in 2024.
- #8,203
- in Construction (9,039 peers)
- +5.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Plumbers Retirement Fund's outsized position by total assets
Plumbers Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$130,666,087 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Plumbers Retirement Fund 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. Plumbers Retirement Fund sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers Retirement Fund reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Plumbers Retirement Fund reported participants rose from 594 in the plan year 2023 filing to 707 in the plan year 2024 filing.
- Plumbers Retirement Fund end-of-year assets rose from $124M in the plan year 2023 filing to $131M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 256110016 · Board of Trustees Plumbers Local 27 Retirement Fund PY 2024 · Profit Sharing
Plumbers Retirement Fund · $131M · 707 · 92nd
- BOOK $131M
- BOOK 707
- BOOK 92nd
- BOOK Profit Sharing
- BOOK near Wiggin & Dana Retirement and Savings Plan for Partners & Staff
- BOOK ind #8203
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 Pennsylvania →
Plumbers Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $7M |
| Employer EIN | 256110016 |
| Plan Effective Date | 1969-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Plumbers Local 27 Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees Plumbers Local 27 Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 16.166256663157128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 507 | $112M |
| 2023 | 1 | 594 | $124M |
| 2024 | 1 | 707 | $131M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Plumbers Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Wiggin & Dana Retirement and Savings Plan for Partners & Staff in CT ($131M); by covered participants it is Arentfox Schiff Profit Sharing Plan in DC (708 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
Similar participant headcount
Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.
- Arentfox Schiff Profit Sharing Plan (DC) 708 · 1 off
- Beer Industry - Local Union No. 703 Individual Account Plan (IL) 705 · 2 off
- Genera Pr Saving Plan (PR) 711 · 4 off
- Citrin Cooperman Profit Sharing Plan - Plan No. 3 (NY) 703 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.