Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Steamfitters' Industry Supplemental Retirement Profit Sharing Plan

Data updated 2026-07-24

$724M
Total assets: 3,592
Participants: 98th
Percentile by assets: $201,668
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $724M.

$724M
total plan assets (2024 EOY): 3,592
covered participants: 98th
percentile by assets (of 116,472 plans): $201,668
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Steamfitters' Industry Supplemental Retirement Fund reports 3,592 participants - 4.5x that state average ($724M EOY assets).

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)

Total plan assets by year, all Board of Trustees Steamfitters' Industry Supplemental Retirement plans on file

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.

Steamfitters' Industry Supplemental Retirement 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 Steamfitters' Industry Supplemental Reti… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Steamfitters' Industry Supplemental Retirement Fund by total assets, not by location.

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

Frequently Asked Questions

How did Steamfitters' Industry Supplemental Retirement Fund assets move in 2024? ▼

Steamfitters' Industry Supplemental Retirement Fund grew at a solid clip - up 13.8% during 2024, from $636M to $724M. Reported net income was $88M.

How have Board of Trustees Steamfitters' Industry Supplemental Retirement plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Steamfitters' Industry Supplemental Retirement's sponsor-wide assets grew 29.9%, from $558M to $724M.

Where does Steamfitters' Industry Supplemental Retirement Fund rank by assets among Form 5500 filers? ▼

Steamfitters' Industry Supplemental Retirement Fund ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Steamfitters' Industry Supplemental Retirement Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Steamfitters Local Union No. 420 Srp in PA ($728M, 6,716 participants).

Next read for Steamfitters' Industry Supplemental Reti…

Filing takeaways

Ways to act on Steamfitters' Industry Supplemental Retirement Fund's numbers.

By total assets, Steamfitters' Industry Supplemental Retirement Fund ranks in the top 5% 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 Steamfitters' Industry Supplemental Retirement's sponsor-wide assets have grown 29.9% 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 133917806.

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.