Profit Sharing · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 1,134
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $16,487
- Avg per participant Low balance/head
Official DOL plan name: Plumbers & Steamfitters Local 137-353 Annuity Fund · Sponsored by Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees · Illinois · Construction
$19M in assets, 1,134 participants
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's Plumbers & Steamfitters Local 137-353 Annuity Fund reported $19M in total assets and 1,134 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,119 in Construction (9,039 peers)
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year trail
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's plans moved +79.6% in assets from 2022 to 2024; this filing shows Plumbers & Steamfitters Local 137-353 Annuity Fund at $19M / 1,134 participants.
- #6,119
- in Construction (9,039 peers)
- +26.6%
- assets growth YoY
Plumbers & Steamfitters Local 137-353 Annuity Fund's outsized position by total assets
Plumbers & Steamfitters Local 137-353 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,696,397 Top 31% higher than 69% 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 & Steamfitters Local 137-353 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 & Steamfitters Local 137-353 Annuity Fund lands in the large band (1,134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plumbers & Steamfitters Local 137-353 Annuity Fund end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 137-353 Annuity Fund reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Plumbers & Steamfitters Local 137-353 Annuity Fund reported participants fell from 1,207 in the plan year 2023 filing to 1,134 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 812451497 · Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees PY 2024 · Profit Sharing
Plumbers & Steamfitters Local 137-353 Annuity Fund · $19M · 1,134 · 69th
- EBSA $19M
- EBSA 1,134
- EBSA 69th
- EBSA Profit Sharing
- EBSA near Ferraiuoli LLC Retirement Plan
- EBSA ind #6119
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 Illinois →
Plumbers & Steamfitters Local 137-353 Annuity Fund in the asset neighbourhood
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year asset trail
Sponsor-wide plan assets over time
All Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 79.64936639774925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,148 | $10M |
| 2023 | 1 | 1,207 | $15M |
| 2024 | 1 | 1,134 | $19M |
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 812451497 |
| Plan Effective Date | 2016-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Plumbers & Steamfitters Local 137-353 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Ferraiuoli LLC Retirement Plan in PR ($19M); 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 ($19M here).
- Ferraiuoli LLC Retirement Plan (PR) $19M · 92
- Lewis County Primary Care 403(b) Plan (KY) $19M · 429
- Martin Friedman, C.P.a., P.C. Profit Sharing Plan (NY) $19M · 32
- IBEW Local 688 Retirement Fund (OH) $19M · 192
Similar participant headcount
Nearest other-state filings by covered participants (1,134 participants); asset peers above are excluded.
- Profit Sharing Plan for Employees of Tanana Chiefs Conference (AK) 1,136 · 2 off
- Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund (TN) 1,137 · 3 off
- High Point Treatment Center, Inc. 403(b) Plan (MA) 1,129 · 5 off
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) 1,140 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.