Profit Sharing · DOL Form 5500 · 2024
U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 809
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $125,882
- Avg per participant Near avg balance/head
Official DOL plan name: U.a. Plumbers & Steamfitters Local 22 Annuity Fund · Sponsored by U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund · New York · Construction
$102M in assets, 809 participants
U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund's U.a. Plumbers & Steamfitters Local 22 Annuity Fund reported $102M in total assets and 809 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #8,050 in Construction (9,039 peers)
Where U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits by assets
U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits in the top 10% of all filed plans by assets, $102M for 809 participants (~$125,882/participant), up 17.2% in 2024.
- #8,050
- in Construction (9,039 peers)
- +17.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
U.a. Plumbers & Steamfitters Local 22 Annuity Fund's outsized position by total assets
U.a. Plumbers & Steamfitters Local 22 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,838,597 Top 9% higher than 91% 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
U.a. Plumbers & Steamfitters Local 22 Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Plumbers & Steamfitters Local 22 Annuity Fund sits mid-pack in the medium band (809 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund end-of-year assets rose from $87M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 770596978 · U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund PY 2024 · Profit Sharing
U.a. Plumbers & Steamfitters Local 22 Annuity Fund · $102M · 809 · 91st
- RANK $102M
- PHOTO 809
- IND 91st
- EOY Profit Sharing
- 5500 near Cognia ERISA 403(b) Plan
- ASSETS ind #8050
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 →
U.a. Plumbers & Steamfitters Local 22 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $15M |
| Employer EIN | 770596978 |
| Plan Effective Date | 2003-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund)
Sponsor-wide plan assets over time
All U.a. Plumbers and Steamfitters Local No. 22 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 40.40011468189355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 882 | $73M |
| 2023 | 1 | 807 | $87M |
| 2024 | 1 | 809 | $102M |
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
U.a. Plumbers & Steamfitters Local 22 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Cognia ERISA 403(b) Plan in GA ($102M); by covered participants it is The Promptcare Companies, Inc. 401(k) Plan in NJ (806 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Cognia ERISA 403(b) Plan (GA) $102M · 428
- Simplicityhr 401(k) Retirement Savings Plan (HI) $102M · 1,505
- Lowenstein Sandler Profit Sharing Plan (NJ) $101M · 285
- Iron Workers Local 17 Annuity Fund (MI) $101M · 1,290
Similar participant headcount
Nearest other-state filings by covered participants (809 participants); asset peers above are excluded.
- The Promptcare Companies, Inc. 401(k) Plan (NJ) 806 · 3 off
- Goodwill Retirement Plan (TX) 812 · 3 off
- Otter Tail Corporation Employee Stock Ownership Plan (MN) 816 · 7 off
- Scot Industries, Inc. Profit Sharing Trust (TX) 802 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.