Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Plumbers Local 27 Retirement Fund Profit Sharing Plan
Data updated 2026-07-24
- $131M
- Total assets
- 707
- Participants
- 92nd
- Percentile by assets
- $184,818
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
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.
- $131M
- total plan assets (2024 EOY)
- 707
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $184,818
- avg assets per participant
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.
Plumbers Retirement Fund vs the 2024 asset distribution
By assets, Plumbers Retirement Fund outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (730 average participants).
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)
| 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.
Plumbers Retirement Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
- Steamfitters Local Union No. 420 Srp $728M · 6,716
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers Retirement Fund by total assets, not by location.
- Wiggin & Dana Retirement and Savings Plan for Partners & Staff (CT) $131M · 197
- John D. & Catherine T. Macarthur Foundation Retirement Plan (IL) $130M · 194
- Ons Savings Plan (CT) $133M · 1,230
- Front Porch Retirement Plan (CA) $127M · 2,672
Frequently Asked Questions
How did Plumbers Retirement Fund assets move in 2024? ▼
How have Board of Trustees Plumbers Local 27 Retirement Fund plan assets changed over time? ▼
Where does Plumbers Retirement Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Plumbers Retirement Fund? ▼
Next read for Plumbers Retirement Fund
Scale reading
Ways to act on Plumbers Retirement Fund's numbers.
- By total assets, Plumbers Retirement Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Plumbers Local 27 Retirement Fund's sponsor-wide assets have grown 16.2% 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 256110016.
Read our methodology - how this data is sourced, computed, and verified.