Profit Sharing · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 21 Profit Sharing Plan
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 1,557
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $117,565
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local 21 Annuity Plan · Sponsored by Plumbers & Steamfitters Local 21 · New York · Construction
$183M in assets, 1,557 participants
Plumbers & Steamfitters Local 21's Plumbers & Steamfitters Local 21 Annuity Plan reported $183M in total assets and 1,557 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #8,378 in Construction (9,039 peers)
Where Plumbers & Steamfitters Local 21 Annuity Plan sits by assets
Plumbers & Steamfitters Local 21 Annuity Plan sits in the top 10% of all filed plans by assets, $183M for 1,557 participants (~$117,565/participant), up 10.0% in 2024.
- #8,378
- in Construction (9,039 peers)
- +10.0%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Plumbers & Steamfitters Local 21 Annuity Plan's outsized position by total assets
Plumbers & Steamfitters Local 21 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,048,146 Top 6% higher than 94% 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 & Steamfitters Local 21 Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local 21 Annuity Plan lands in the large band (1,557 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 21 Annuity Plan reported participants rose from 1,135 in the plan year 2023 filing to 1,557 in the plan year 2024 filing.
- Plumbers & Steamfitters Local 21 Annuity Plan end-of-year assets rose from $166M in the plan year 2023 filing to $183M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 21 Annuity Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 136320256 · Plumbers & Steamfitters Local 21 PY 2024 · Profit Sharing
Plumbers & Steamfitters Local 21 Annuity Plan · $183M · 1,557 · 94th
- IND $183M
- IND 1,557
- IND 94th
- IND Profit Sharing
- IND near Ohio State University Physicians, Inc. Interim Retirement Plan
- IND ind #8378
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 New York →
Plumbers & Steamfitters Local 21 Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $17M |
| Employer EIN | 136320256 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumbers & Steamfitters Local 21)
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 21 plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 23.585680565149776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,249 | $148M |
| 2023 | 1 | 1,135 | $166M |
| 2024 | 1 | 1,557 | $183M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Plumbers & Steamfitters Local 21 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Ohio State University Physicians, Inc. Interim Retirement Plan in OH ($183M); by covered participants it is Beloit Health System Matching & Employer Contribution Plan in WI (1,573 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
- Ohio State University Physicians, Inc. Interim Retirement Plan (OH) $183M · 1,916
- Holzer Health System 401a Profit Sharing Plan (OH) $183M · 2,110
- Alberici Companies Retirement Plan (MO) $182M · 415
- Edc Retirement Plan (MA) $185M · 607
Similar participant headcount
Nearest other-state filings by covered participants (1,557 participants); asset peers above are excluded.
- Beloit Health System Matching & Employer Contribution Plan (WI) 1,573 · 16 off
- Adventist Health 403(b) ERISA Plan (CA) 1,540 · 17 off
- Supermercado Maximo, Inc. Retirement Plan (PR) 1,540 · 17 off
- Orohealth Corporation Retirement Plan (CA) 1,579 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.