Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan
Data updated 2026-08-25
- $724M
- Total assets Above avg plan size
- 3,592
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $201,668
- Avg per participant Above avg balance/head
Official DOL plan name: Steamfitters' Industry Supplemental Retirement Fund · Sponsored by Board of Trustees Steamfitters' Industry Supplemental Retirement · New York · Construction
$724M in assets, 3,592 participants
Board of Trustees Steamfitters' Industry Supplemental Retirement's Steamfitters' Industry Supplemental Retirement Fund reported $724M in total assets and 3,592 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,850 in Construction (9,039 peers)
Coverage in New York
Steamfitters' Industry Supplemental Retirement Fund covers 3,592 participants in New York, 4.5x the typical New York plan (state average ~798 per filing). Assets: $724M.
- #8,850
- in Construction (9,039 peers)
- +13.8%
- assets growth YoY
- 7.3×
- vs typical plan assets (national mean)
Steamfitters' Industry Supplemental Retirement Fund's outsized position by total assets
Steamfitters' Industry Supplemental Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$724,390,582 Top 2% higher than 98% 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' Industry Supplemental Retirement 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. Steamfitters' Industry Supplemental Retirement Fund lands in the large band (3,592 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steamfitters' Industry Supplemental Retirement Fund end-of-year assets rose from $636M in the plan year 2023 filing to $724M in the plan year 2024 filing.
- Steamfitters' Industry Supplemental Retirement Fund reported net income rose from $79M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Steamfitters' Industry Supplemental Retirement Fund reported participants fell from 3,691 in the plan year 2023 filing to 3,592 in the plan year 2024 filing.
DOL schedule card
Filing strip 133917806 · Board of Trustees Steamfitters' Industry Supplemental Retirement PY 2024 · Profit Sharing
Steamfitters' Industry Supplemental Retirement Fund · $724M · 3,592 · 98th
- SCH $724M
- SCH 3,592
- SCH 98th
- SCH Profit Sharing
- SCH near Steamfitters Local Union No. 420 Srp
- SCH ind #8850
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 →
Steamfitters' Industry Supplemental Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $636M |
|---|---|
| Net Assets (End of Year) | $724M |
| Net Income | $88M |
| Employer EIN | 133917806 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Steamfitters' Industry Supplemental Retirement)
Sponsor-wide plan assets over time
All Board of Trustees Steamfitters' Industry Supplemental Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $724M 29.85468927943033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,897 | $558M |
| 2023 | 1 | 3,691 | $636M |
| 2024 | 1 | 3,592 | $724M |
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
Steamfitters' Industry Supplemental Retirement Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Steamfitters Local Union No. 420 Srp in PA ($728M); 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 ($724M here).
- Steamfitters Local Union No. 420 Srp (PA) $728M · 6,716
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) $730M · 19,560
- Nfl Player Capital Accumulation Plan (MD) $707M · 2,693
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) $700M · 3,882
Similar participant headcount
Nearest other-state filings by covered participants (3,592 participants); asset peers above are excluded.
- Elevance Health Puerto Rico Retirement Plan (PR) 3,618 · 26 off
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) 3,631 · 39 off
- Structural Iron Workers Local #1 Annuity Plan (IL) 3,530 · 62 off
- Union Individual Account Retirement Fund (WI) 3,507 · 85 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.