Profit Sharing · DOL Form 5500 · 2024
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees Profit Sharing Plan
Data updated 2026-08-06
- $19M
- Total assets
- 1,134
- Participants
- 69th
- Percentile by assets
- $16,487
- Avg per participant
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.
- 69th percentile by assets (of 116,472 plans)
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.
- $19M
- total plan assets (2024 EOY)
- 1,134
- covered participants
- 69th
- percentile by assets (of 116,472 plans)
- $16,487
- avg assets per participant
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.
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees across 3 plan years on file
Across the 3 plan years Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $19M, a gain of 79.6%, while reported participants moved from 1,148 to 1,134 (-1.2%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($10M).
Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees multi-year asset trail
| 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.
Plumbers & Steamfitters Local 137-353 Annuity Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Midwest Operating Engineers Retirement Enhancement $758M · 16,506
- Structural Iron Workers Local #1 Annuity Plan $444M · 3,530
- Sidley Austin LLP Retirement Plan for Partners $435M · 638
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Plumbers & Steamfitters Local 137-353 Annuity Fund by total assets, not by location.
- Ferraiuoli LLC Retirement Plan (PR) $19M · 92
- Lewis County Primary Care 403(b) Plan (KY) $19M · 429
- IBEW Local 688 Retirement Fund (OH) $19M · 192
- Altius Institute for Biomedical Sciences 403(b) Plan (WA) $19M · 106
Frequently Asked Questions
How did Plumbers & Steamfitters Local 137-353 Annuity Fund assets move in 2024? ▼
How have Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Plumbers & Steamfitters Local 137-353 Annuity Fund? ▼
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Multi-year trail
Ways to act on Plumbers & Steamfitters Local 137-353 Annuity Fund's numbers.
- By total assets, Plumbers & Steamfitters Local 137-353 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Plumbers & Steamfitters Local 137-353 Annuity Fund Board of Trustees's sponsor-wide assets have grown 79.6% 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 812451497.
Read our methodology - how this data is sourced, computed, and verified.