Profit Sharing · DOL Form 5500 · 2024

Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
998
Participants Near avg headcount
91st
Percentile by assets National rank
$115,897
Avg per participant Below avg balance/head
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Official DOL plan name: Plumbers and Steamfitters Local No. 7 Annuity Fund · Sponsored by Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund · New York · Construction

$116M in assets, 998 participants

Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund's Plumbers and Steamfitters Local No. 7 Annuity Fund reported $116M in total assets and 998 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.

  • #8,126 in Construction (9,039 peers)

Where Plumbers and Steamfitters Local No. 7 Annuity Fund sits by assets

Plumbers and Steamfitters Local No. 7 Annuity Fund sits in the top 10% of all filed plans by assets, $116M for 998 participants (~$115,897/participant), up 10.7% in 2024.

#8,126
in Construction (9,039 peers)
+10.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Plumbers and Steamfitters Local No. 7 Annuity Fund's outsized position by total assets

Plumbers and Steamfitters Local No. 7 Annuity Fund vs every filed plan by assets

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

$115,664,986 Top 9% higher than 91% 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 and Steamfitters Local No. 7 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 and Steamfitters Local No. 7 Annuity Fund sits mid-pack in the medium band (998 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers and Steamfitters Local No. 7 Annuity Fund reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Plumbers and Steamfitters Local No. 7 Annuity Fund end-of-year assets rose from $105M in the plan year 2023 filing to $116M in the plan year 2024 filing.
  • Plumbers and Steamfitters Local No. 7 Annuity Fund reported participants fell from 1,012 in the plan year 2023 filing to 998 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900127434 · Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund PY 2024 · Profit Sharing

Plumbers and Steamfitters Local No. 7 Annuity Fund · $116M · 998 · 91st

  • RANK $116M
  • RANK 998
  • RANK 91st
  • RANK Profit Sharing
  • RANK near The Medical Faculty Associates 401(a) Retirement Plan
  • RANK ind #8126

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 →

Plumbers and Steamfitters Local No. 7 Annuity Fund in the asset neighbourhood

Healthalliance Partnership Retirement Savings PlanHealthalliance Partnership R…$117MThe Medical Faculty Associates 401(a) Retirement PlanThe Medical Faculty Associat…$116MPlumbers and Steamfitters Local No. 7 Annuity FundPlumbers and Steamfitters Lo…$116MThe Torrance Health Association Inc 401(a) PlanThe Torrance Health Associat…$115MOperative Plasterers and Cement Masons Profit Sharing Annuity PlanOperative Plasterers and Cem…$115M
End-of-year total assets ($M) among Plumbers and Steamfitters Local No. 7 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$115M
Net Income$11M
Employer EIN900127434
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund)

Sponsor-wide plan assets over time

All Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$116M 33.31248787491858% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86.8M $116M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 1,019 $87M
2023 1 1,012 $105M
2024 1 998 $116M

Nearby Profit Sharing Plans in New York

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

Plumbers and Steamfitters Local No. 7 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Plumbers and Steamfitters Local No. 7 Annuity Fund, Total assets ($B): 0.115664986 · Participants: 998Plumbers and Steamfitters Local No. 7 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Plumbers and Steamfitters Local No. 7 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Plumbers and Steamfitters Local No. 7 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local No. 7 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is The Medical Faculty Associates 401(a) Retirement Plan in DC ($116M); by covered participants it is Presbyterian Medical Services Discretionary Contribution Plan in NM (996 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (998 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 and Steamfitters Local No. 7 Annuity Fund assets move in 2024? ▼
Plumbers and Steamfitters Local No. 7 Annuity Fund grew at a solid clip - up 10.7% during 2024, from $105M to $116M. Reported net income was $11M.
How have Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Plumbers and Steamfitters Local No. 7 Annuity Fund's sponsor-wide assets grew 33.3%, from $87M to $116M.
Where does Plumbers and Steamfitters Local No. 7 Annuity Fund rank by assets among Form 5500 filers? ▼
Plumbers and Steamfitters Local No. 7 Annuity Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local No. 7 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is The Medical Faculty Associates 401(a) Retirement Plan in DC ($116M, 917 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local No. 7 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Presbyterian Medical Services Discretionary Contribution Plan in NM (996 participants, $38M 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 900127434.

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.