Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu Profit Sharing Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 575
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $83,171
- Avg per participant Below avg balance/head
Official DOL plan name: Local Union 373 U.a. Annuity Fund · Sponsored by Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu · New York · Construction
$48M in assets, 575 participants
Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's Local Union 373 U.a. Annuity Fund reported $48M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,408 in Construction (9,039 peers)
Where Local Union 373 U.a. Annuity Fund sits by assets
Local Union 373 U.a. Annuity Fund sits in the top quartile of all filed plans by assets, $48M for 575 participants (~$83,171/participant), up 9.9% in 2024.
- #7,408
- in Construction (9,039 peers)
- +9.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Local Union 373 U.a. Annuity Fund's outsized position by total assets
Local Union 373 U.a. Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,823,545 Top 16% higher than 84% 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
Local Union 373 U.a. Annuity 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. Local Union 373 U.a. Annuity Fund sits mid-pack in the medium band (575 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local Union 373 U.a. Annuity Fund reported participants rose from 376 in the plan year 2023 filing to 575 in the plan year 2024 filing.
- Local Union 373 U.a. Annuity Fund reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Local Union 373 U.a. Annuity Fund end-of-year assets rose from $43M in the plan year 2023 filing to $48M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133323430 · Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu PY 2024 · Profit Sharing
Local Union 373 U.a. Annuity Fund · $48M · 575 · 84th
- PHOTO $48M
- IND 575
- EOY 84th
- 5500 Profit Sharing
- ASSETS near Employees' Profit Sharing Plan of North Broward Radiologists, P.a.
- PCT ind #7408
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 →
Local Union 373 U.a. Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $4M |
| Employer EIN | 133323430 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu)
Sponsor-wide plan assets over time
All Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 29.125001042886545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 549 | $37M |
| 2023 | 1 | 376 | $43M |
| 2024 | 1 | 575 | $48M |
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
Local Union 373 U.a. Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Employees' Profit Sharing Plan of North Broward Radiologists, P.a. in FL ($48M); by covered participants it is 403(b) Thrift Plan of Community Health Care in WA (575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Employees' Profit Sharing Plan of North Broward Radiologists, P.a. (FL) $48M · 28
- Plumbers & Pipefitters Local 625 Pension Plan (WV) $48M · N/A
- Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan (WV) $48M · 915
- Seattle Academy of Arts and Sciences 403(b) Retirement Plan (WA) $48M · 325
Similar participant headcount
Nearest other-state filings by covered participants (575 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.