Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund Pension Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 453
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $197,589
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local No.20 Gary Area Pension · Sponsored by Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund · Michigan · Construction
$90M in assets, 453 participants
Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund's Sheet Metal Workers Local No.20 Gary Area Pension reported $90M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,021 in Construction (9,927 peers)
Where Sheet Metal Workers Local No.20 Gary Area Pension sits by assets
Sheet Metal Workers Local No.20 Gary Area Pension sits in the top 10% of all filed plans by assets, $90M for 453 participants (~$197,589/participant), down 12.6% in 2022.
- #9,021
- in Construction (9,927 peers)
- -12.6%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local No.20 Gary Area Pension's outsized position by total assets
Sheet Metal Workers Local No.20 Gary Area Pension vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$89,507,753 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sheet Metal Workers Local No.20 Gary Area Pension among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local No.20 Gary Area Pension sits mid-pack in the medium band (453 participants).
Form 5500 schedule snapshot
Filing strip 356057213 · Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund PY 2022 · Defined Benefit (Pension)
Sheet Metal Workers Local No.20 Gary Area Pension · $90M · 453 · 92nd
- EIN $90M
- EIN 453
- EIN 92nd
- EIN Defined Benefit (Pension)
- EIN near Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation
- EIN ind #9021
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 Michigan →
Sheet Metal Workers Local No.20 Gary Area Pension in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | -$13M |
| Employer EIN | 356057213 |
| Plan Effective Date | 1963-12-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Local 20 Gary Area Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 25.77930427993204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 453 | $90M |
| 2023 | 1 | 476 | $101M |
| 2024 | 1 | 499 | $113M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Sheet Metal Workers Local No.20 Gary Area Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation in VA ($90M); by covered participants it is Vencore, Inc. Pension Plan in VA (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation (VA) $90M · 67
- The New York State Nurses Association Employees' Pension Plan (NY) $90M · 71
- Cmta-Gmpp & Allied Workers Local 164b Pension Trust (CA) $90M · 103
- Merged Utu and Greenbrier Pension Plan (FL) $89M · 39
Similar participant headcount
Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.
- Vencore, Inc. Pension Plan (VA) 453 · 0 off
- Adt Pension Plan for US Employees (FL) 453 · 0 off
- Midflorida Credit Union Retirement Pension Plan (FL) 453 · 0 off
- Teamsters Local 641 Pension Fund (NJ) 453 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.