Profit Sharing · DOL Form 5500 · 2024
Plumber & Steamfitters 72 Defined Contrib Fund Profit Sharing Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 3,631
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $44,721
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters 72 Defined Contrib Fund · Sponsored by Plumber & Steamfitters 72 Defined Contrib Fund · Florida · Construction
$162M in assets, 3,631 participants
Plumber & Steamfitters 72 Defined Contrib Fund's Plumbers & Steamfitters 72 Defined Contrib Fund reported $162M in total assets and 3,631 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,324 in Construction (9,039 peers)
Coverage in Florida
Plumbers & Steamfitters 72 Defined Contrib Fund covers 3,631 participants in Florida, 5.8x the typical Florida plan (state average ~628 per filing). Assets: $162M.
- #8,324
- in Construction (9,039 peers)
- +13.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Plumbers & Steamfitters 72 Defined Contrib Fund's outsized position by total assets
Plumbers & Steamfitters 72 Defined Contrib Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$162,381,069 Top 7% higher than 93% 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 72 Defined Contrib Fund'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 72 Defined Contrib Fund lands in the large band (3,631 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters 72 Defined Contrib Fund end-of-year assets rose from $143M in the plan year 2023 filing to $162M in the plan year 2024 filing.
- Plumbers & Steamfitters 72 Defined Contrib Fund reported net income fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Plumbers & Steamfitters 72 Defined Contrib Fund reported participants rose from 3,548 in the plan year 2023 filing to 3,631 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 582637934 · Plumber & Steamfitters 72 Defined Contrib Fund PY 2024 · Profit Sharing
Plumbers & Steamfitters 72 Defined Contrib Fund · $162M · 3,631 · 93rd
- PART $162M
- TYPE 3,631
- NET 93rd
- BOOK Profit Sharing
- VS-ST near New Jersey B.a.C. Annuity Fund
- BOY ind #8324
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 Florida →
Plumbers & Steamfitters 72 Defined Contrib Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $20M |
| Employer EIN | 582637934 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plumber & Steamfitters 72 Defined Contrib Fund)
Sponsor-wide plan assets over time
All Plumber & Steamfitters 72 Defined Contrib Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 33.72197574194908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,555 | $121M |
| 2023 | 1 | 3,548 | $143M |
| 2024 | 1 | 3,631 | $162M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Plumbers & Steamfitters 72 Defined Contrib Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is New Jersey B.a.C. Annuity Fund in NJ ($163M); by covered participants it is Elevance Health Puerto Rico Retirement Plan in PR (3,618 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- New Jersey B.a.C. Annuity Fund (NJ) $163M · 1,267
- Metropolitan Jewish Pension Plan (NY) $161M · 1,920
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $164M · 2,903
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) $161M · 4,760
Similar participant headcount
Nearest other-state filings by covered participants (3,631 participants); asset peers above are excluded.
- Elevance Health Puerto Rico Retirement Plan (PR) 3,618 · 13 off
- Steamfitters' Industry Supplemental Retirement Fund (NY) 3,592 · 39 off
- Amplify Hr Management Retirement Savings Plan (IL) 3,714 · 83 off
- Link Homecare, LLC Retirement Plan and Trust (NY) 3,727 · 96 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.