Profit Sharing · DOL Form 5500 · 2024

Plumbers and Steamfitters Local Union No. 43 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
659
Participants Below avg headcount
44th
Percentile by assets National rank
$8,673
Avg per participant Low balance/head
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Official DOL plan name: Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Sponsored by Plumbers and Steamfitters Local Union No. 43 Annuity Fund · Tennessee · Construction

$6M in assets, 659 participants

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's Plumbers and Steamfitters Local Union No. 43 Annuity Fund reported $6M in total assets and 659 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,888 in Construction (9,039 peers)

Plumbers and Steamfitters Local Union No. 43 Annuity Fund multi-year trail

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's plans moved +148.2% in assets from 2022 to 2024; this filing shows Plumbers and Steamfitters Local Union No. 43 Annuity Fund at $6M / 659 participants.

#3,888
in Construction (9,039 peers)
+43.7%
assets growth YoY

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's mid-pack asset rank among Construction and all filers

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs every filed plan by assets

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

$5,715,275 44th percentile higher than 44% 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 Union No. 43 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 Union No. 43 Annuity Fund sits mid-pack in the medium band (659 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers and Steamfitters Local Union No. 43 Annuity Fund end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Plumbers and Steamfitters Local Union No. 43 Annuity Fund reported participants rose from 610 in the plan year 2023 filing to 659 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871958105 · Plumbers and Steamfitters Local Union No. 43 Annuity Fund PY 2024 · Profit Sharing

Plumbers and Steamfitters Local Union No. 43 Annuity Fund · $6M · 659 · 44th

  • 5500 $6M
  • 5500 659
  • 5500 44th
  • 5500 Profit Sharing
  • 5500 near Richard B Osterberg Keogh
  • 5500 ind #3888

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 and Steamfitters Local Union No. 43 Annuity Fund in the asset neighbourhood

Plumbers and Steamfitters Local Union No. 43 Annuity FundPlumbers and Steamfitters Lo…$6MD.T.M. Services, Inc. Profit Sharing PlanD.T.M. Services, Inc. Profit…$6MChartmaker Records Inc Profit Sharing PlanChartmaker Records Inc Profi…$6MRichard B Osterberg Keogh$6MO'brien Kiernan Investment Co. Profit Sharing PlanO'brien Kiernan Investment C…$6M
End-of-year total assets ($M) among Plumbers and Steamfitters Local Union No. 43 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Plumbers and Steamfitters Local Union No. 43 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All Plumbers and Steamfitters Local Union No. 43 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$6M 148.185165450987% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.3M $5.72M ▲ +148.7%
Year Plans Participants Total Assets
2022 1 396 $2M
2023 1 610 $4M
2024 1 659 $6M

Plumbers and Steamfitters Local Union No. 43 Annuity Fund filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN871958105
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Plumbers and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Plumbers and Steamfitters Local Union No. 43 Annuity Fund, Total assets ($M): 5.715275 · Participants: 659Plumbers and Steamfitters Local Union No. 43 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 and Steamfitters Local Union No. 43 Annuity Fund vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Plumbers and Steamfitters Local Union No. 43 Annuity Fund side-by-side with 3 peers →

Plumbers and Steamfitters Local Union No. 43 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Richard B Osterberg Keogh in MA ($6M); by covered participants it is New Visions for Public Schools 403(b) Plan in NY (660 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Union No. 43 Annuity Fund assets move in 2024? ▼
Plumbers and Steamfitters Local Union No. 43 Annuity Fund surged - up 43.7% during 2024, from $4M to $6M. Reported net income was $2M.
How have Plumbers and Steamfitters Local Union No. 43 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumbers and Steamfitters Local Union No. 43 Annuity Fund's sponsor-wide assets grew 148.2%, from $2M to $6M.
Which Profit Sharing plans are similar in size to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard B Osterberg Keogh in MA ($6M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Plumbers and Steamfitters Local Union No. 43 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is New Visions for Public Schools 403(b) Plan in NY (660 participants, $74M 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 871958105.

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.