Other
2022 plan-year Other DOL Form 5500

SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND

This Other plan holds $90M in total assets and serves 453 participants as of 2022. It is sponsored by TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND in Michigan. The plan reported a net loss of $13M for the year.

Total Assets (2023)
$90M
Participants
453
State
Industry
Construction

What the Filing Says About SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION

SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION is a Other retirement plan sponsored by TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $90M in total end-of-year assets and covers 453 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 356057213, and the plan has been effective since 1963-12-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $102M at the beginning of 2022 to $90M at year-end — a decline of 12.6%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-12,759,914 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$102M
Total Assets (End of Year)$90M
Net Assets (End of Year)$89M
Net Income$-12,759,914
Plan TypeOther
Employer EIN356057213
Plan Effective Date1963-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND)

Year Plans Participants Total Assets
2022 1 453 $90M
2023 1 476 $101M
2024 1 499 $113M

Nearby Other Plans in Michigan

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION?
As of the 2022 Form 5500 filing, SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION holds $90M in total assets with 453 participants. It is sponsored by TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND.
What type of plan is SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION?
SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION is a Other plan. It has been effective since 1963-12-23. The plan is filed with the U.S. Department of Labor under EIN 356057213.
Who sponsors the SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION?
SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION is sponsored by TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND, located in Michigan. The sponsor's EIN is 356057213 and the plan operates in the Construction industry.
How did SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION perform in 2022?
SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION declined by 12.6% during 2022, moving from $102M to $90M in total assets. Net income was $-12,759,914.
Where can I find official filings for SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION?
Official Form 5500 filings for SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 356057213 or plan name at efast.dol.gov.
How does SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION compare to other plans?
You can compare SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION against other Other plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 356057213.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.