Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu Profit Sharing Plan

Data updated 2026-07-24

$48M
Total assets: 575
Participants: 84th
Percentile by assets: $83,171
Avg per participant

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.

84th percentile by assets (of 116,472 plans)

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.

$48M
total plan assets (2024 EOY): 575
covered participants: 84th
percentile by assets (of 116,472 plans): $83,171
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Local Union 373 U.a. Annuity Fund vs the 2024 asset distribution

By assets, Local Union 373 U.a. Annuity Fund outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plans on file

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.

Local Union 373 U.a. Annuity Fund 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 Local Union 373 U.a. Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Local Union 373 U.a. Annuity Fund by total assets, not by location.

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

Frequently Asked Questions

How did Local Union 373 U.a. Annuity Fund assets move in 2024? ▼

Local Union 373 U.a. Annuity Fund grew at a solid clip - up 9.9% during 2024, from $43M to $48M. Reported net income was $4M.

How have Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's sponsor-wide assets grew 29.1%, from $37M to $48M.

Where does Local Union 373 U.a. Annuity Fund rank by assets among Form 5500 filers? ▼

Local Union 373 U.a. Annuity Fund ranks in the 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Local Union 373 U.a. Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Employees' Profit Sharing Plan of North Broward Radiologists, P.a. in FL ($48M, 28 participants).

Next read for Local Union 373 U.a. Annuity Fund

Scale reading

Ways to act on Local Union 373 U.a. Annuity Fund's numbers.

By total assets, Local Union 373 U.a. Annuity Fund ranks in the top quartile 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
Board of Trustees of Plumbers & Steamfitters Local 373 U.a. Annuity Fu's sponsor-wide assets have grown 29.1% 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 133323430.

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.