Profit Sharing · DOL Form 5500 · 2024

Plumbers Local Union No. 17 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
324
Participants Below avg headcount
34th
Percentile by assets National rank
$9,339
Avg per participant Low balance/head
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Official DOL plan name: Plumbers Local Union No. 17 Annuity Fund · Sponsored by Plumbers Local Union No. 17 Annuity Fund · Tennessee · Construction

$3M in assets, 324 participants

Plumbers Local Union No. 17 Annuity Fund's Plumbers Local Union No. 17 Annuity Fund reported $3M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,971 in Construction (9,039 peers)

Coverage in Tennessee

Plumbers Local Union No. 17 Annuity Fund covers 324 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#2,971
in Construction (9,039 peers)
+37.1%
assets growth YoY

Plumbers Local Union No. 17 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers Local Union No. 17 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,025,702 34th percentile higher than 34% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Plumbers Local Union No. 17 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. Plumbers Local Union No. 17 Annuity Fund sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers Local Union No. 17 Annuity Fund reported net income rose from $577K in the plan year 2023 filing to $825K in the plan year 2024 filing.
  • Plumbers Local Union No. 17 Annuity Fund end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Plumbers Local Union No. 17 Annuity Fund reported participants rose from 316 in the plan year 2023 filing to 324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 833771304 · Plumbers Local Union No. 17 Annuity Fund PY 2024 · Profit Sharing

Plumbers Local Union No. 17 Annuity Fund · $3M · 324 · 34th

  • EBSA $3M
  • EBSA 324
  • EBSA 34th
  • EBSA Profit Sharing
  • EBSA near Bailey, Clark & Nelson Self-Empl Profit Sharing Plan
  • EBSA ind #2971

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 Local Union No. 17 Annuity Fund in the asset neighbourhood

Plumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$3MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3MJames a. Rodriguez Colom Retirement PlanJames a. Rodriguez Colom Ret…$3MJeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$3MCurtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3M
End-of-year total assets ($M) among Plumbers Local Union No. 17 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$825K
Employer EIN833771304
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumbers Local Union No. 17 Annuity Fund)

Sponsor-wide plan assets over time

All Plumbers Local Union No. 17 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$3M 86.346237818709% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.62M $3.03M ▲ +87.0%
Year Plans Participants Total Assets
2022 1 259 $2M
2023 1 316 $2M
2024 1 324 $3M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Plumbers Local Union No. 17 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers Local Union No. 17 Annuity Fund, Total assets ($M): 3.025702 · Participants: 324Plumbers Local Union No. 17 Annuity FundBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Plumbers Local Union No. 17 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers Local Union No. 17 Annuity Fund side-by-side with 3 peers →

Plumbers Local Union No. 17 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($3M); by covered participants it is Delta Projects, Inc. 403(b) Retirement Plan in MA (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plumbers Local Union No. 17 Annuity Fund assets move in 2024? ▼
Plumbers Local Union No. 17 Annuity Fund surged - up 37.1% during 2024, from $2M to $3M. Reported net income was $825K.
How have Plumbers Local Union No. 17 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers Local Union No. 17 Annuity Fund's sponsor-wide assets grew 86.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Plumbers Local Union No. 17 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Bailey, Clark & Nelson Self-Empl Profit Sharing Plan in CA ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers Local Union No. 17 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Delta Projects, Inc. 403(b) Retirement Plan in MA (324 participants, $4M in assets).

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 833771304.

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.