Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Steamfitters Surety Fund Local 475 Profit Sharing Plan
Data updated 2026-08-25
- $175M
- Total assets Near avg plan size
- 1,484
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $117,694
- Avg per participant Below avg balance/head
Official DOL plan name: Steamfitters Surety Fund Local Union No 475 · Sponsored by Board of Trustees Steamfitters Surety Fund Local 475 · New Jersey · Construction
$175M in assets, 1,484 participants
Board of Trustees Steamfitters Surety Fund Local 475's Steamfitters Surety Fund Local Union No 475 reported $175M in total assets and 1,484 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.
- #8,358 in Construction (9,039 peers)
Where Steamfitters Surety Fund Local Union No 475 sits by assets
Steamfitters Surety Fund Local Union No 475 sits in the top 10% of all filed plans by assets, $175M for 1,484 participants (~$117,694/participant), up 5.7% in 2024.
- #8,358
- in Construction (9,039 peers)
- +5.7%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Steamfitters Surety Fund Local Union No 475's outsized position by total assets
Steamfitters Surety Fund Local Union No 475 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,657,569 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
Steamfitters Surety Fund Local Union No 475'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. Steamfitters Surety Fund Local Union No 475 lands in the large band (1,484 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steamfitters Surety Fund Local Union No 475 reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Steamfitters Surety Fund Local Union No 475 end-of-year assets rose from $165M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- Steamfitters Surety Fund Local Union No 475 reported participants rose from 1,432 in the plan year 2023 filing to 1,484 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222351695 · Board of Trustees Steamfitters Surety Fund Local 475 PY 2024 · Profit Sharing
Steamfitters Surety Fund Local Union No 475 · $175M · 1,484 · 94th
- 5500 $175M
- ASSETS 1,484
- PCT 94th
- EIN Profit Sharing
- RANK near St. Lawrence Health System 403(b) Retirement Plan
- PHOTO ind #8358
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 Jersey →
Steamfitters Surety Fund Local Union No 475 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $9M |
| Employer EIN | 222351695 |
| Plan Effective Date | 1980-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Steamfitters Surety Fund Local 475)
Sponsor-wide plan assets over time
All Board of Trustees Steamfitters Surety Fund Local 475 plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 14.713741587221676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,615 | $152M |
| 2023 | 1 | 1,432 | $165M |
| 2024 | 1 | 1,484 | $175M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Steamfitters Surety Fund Local Union No 475's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is St. Lawrence Health System 403(b) Retirement Plan in NY ($173M); by covered participants it is Meadville Medical Center Defined Contribution Retirement Plan in PA (1,483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175M here).
- St. Lawrence Health System 403(b) Retirement Plan (NY) $173M · 2,152
- Southern Ohio Medical Center Retirement Savings Program (OH) $173M · 3,112
- Local 550 Annuity Plan (MA) $173M · 783
- Greenwich Hospital Retirement and Savings Plan (CT) $173M · 2,233
Similar participant headcount
Nearest other-state filings by covered participants (1,484 participants); asset peers above are excluded.
- Meadville Medical Center Defined Contribution Retirement Plan (PA) 1,483 · 1 off
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) 1,478 · 6 off
- Americas 403b Pep (PA) 1,477 · 7 off
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) 1,474 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.