Profit Sharing · DOL Form 5500 · 2024

Plumbers & Steamfitters Local 21 Profit Sharing Plan

Data updated 2026-07-24

$183M
Total assets: 1,557
Participants: 94th
Percentile by assets: $117,565
Avg per participant

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.

94th percentile by assets (of 116,472 plans)

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.

$183M
total plan assets (2024 EOY): 1,557
covered participants: 94th
percentile by assets (of 116,472 plans): $117,565
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Plumbers & Steamfitters Local 21 Annuity Plan vs the 2024 asset distribution

By assets, Plumbers & Steamfitters Local 21 Annuity Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Plumbers & Steamfitters Local 21 plans on file

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.

Plumbers & Steamfitters Local 21 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Plumbers & Steamfitters Local 21 Annuity… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Plumbers & Steamfitters Local 21 Annuity Plan by total assets, not by location.

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

Frequently Asked Questions

How did Plumbers & Steamfitters Local 21 Annuity Plan assets move in 2024? ▼

Plumbers & Steamfitters Local 21 Annuity Plan grew at a solid clip - up 10.0% during 2024, from $166M to $183M. Reported net income was $17M.

How have Plumbers & Steamfitters Local 21 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plumbers & Steamfitters Local 21's sponsor-wide assets grew 23.6%, from $148M to $183M.

Where does Plumbers & Steamfitters Local 21 Annuity Plan rank by assets among Form 5500 filers? ▼

Plumbers & Steamfitters Local 21 Annuity Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 21 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Ohio State University Physicians, Inc. Interim Retirement Plan in OH ($183M, 1,916 participants).

Next read for Plumbers & Steamfitters Local 21 Annuity…

Scale reading

Ways to act on Plumbers & Steamfitters Local 21 Annuity Plan's numbers.

By total assets, Plumbers & Steamfitters Local 21 Annuity Plan 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 New York. Compare plans
Plumbers & Steamfitters Local 21's sponsor-wide assets have grown 23.6% 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 136320256.

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.