Profit Sharing · DOL Form 5500 · 2024
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 1,137
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $9,222
- Avg per participant Low balance/head
Official DOL plan name: Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · Sponsored by Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union · Tennessee · Construction
$10M in assets, 1,137 participants
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union's Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported $10M in total assets and 1,137 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #4,976 in Construction (9,039 peers)
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union multi-year trail
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union's plans moved +267.9% in assets from 2022 to 2024; this filing shows Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund at $10M / 1,137 participants.
- #4,976
- in Construction (9,039 peers)
- +70.0%
- assets growth YoY
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's mid-pack asset rank among Construction and all filers
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,485,106 Top 43% higher than 57% 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity 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, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund lands in the large band (1,137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund end-of-year assets rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund reported participants rose from 1,114 in the plan year 2023 filing to 1,137 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 834459073 · Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union PY 2024 · Profit Sharing
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund · $10M · 1,137 · 57th
- EBSA $10M
- EBSA 1,137
- EBSA 57th
- EBSA Profit Sharing
- EBSA near Gaurang S Pandya, M.D. Profit Sharing Plan
- EBSA ind #4976
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 Tennessee →
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in the asset neighbourhood
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union multi-year asset trail
Sponsor-wide plan assets over time
All Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 267.9072342778705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 927 | $3M |
| 2023 | 1 | 1,114 | $6M |
| 2024 | 1 | 1,137 | $10M |
Trustees of the Plumbers, Pipefitters and Hvac Technicians Local Union filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $4M |
| Employer EIN | 834459073 |
| Plan Effective Date | 2019-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $486M · 4,963
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Ulps Employee Savings Plan $78M · 236
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Gaurang S Pandya, M.D. Profit Sharing Plan in CA ($10M); by covered participants it is Profit Sharing Plan for Employees of Tanana Chiefs Conference in AK (1,136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,137 participants); asset peers above are excluded.
- Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) 1,136 · 1 off
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) 1,140 · 3 off
- Plumbers & Steamfitters Local 137-353 Annuity Fund (IL) 1,134 · 3 off
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) 1,144 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.