Money Purchase · DOL Form 5500 · 2022
Board of Trustees Sheetmetal Workers Local 91 Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $146M
- Total assets
- 650
- Participants
- 94th
- Percentile by assets
- $224,031
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local 91 Annuity Plan · Sponsored by Board of Trustees Sheetmetal Workers Local 91 Annuity Plan · Illinois · Construction
$146M in assets, 650 participants
Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's Sheet Metal Workers Local 91 Annuity Plan reported $146M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,258 plans)
- #9,288 in Construction (9,938 peers)
Where Sheet Metal Workers Local 91 Annuity Plan sits by assets
Sheet Metal Workers Local 91 Annuity Plan sits in the top 10% of all filed plans by assets, $146M for 650 participants (~$224,031/participant), down 15.1% in 2022.
- $146M
- total plan assets (2022 EOY)
- 650
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $224,031
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local 91 Annuity Plan vs the 2022 asset distribution
By assets, Sheet Metal Workers Local 91 Annuity Plan outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | -$26M |
| Employer EIN | 362952946 |
| Plan Effective Date | 1978-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheetmetal Workers Local 91 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 650 | $146M |
| 2023 | 1 | 674 | $164M |
| 2024 | 1 | 638 | $176M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local 91 Annuity Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sheet Metal Workers Local 91 Annuity Plan by total assets, not by location.
- IBEW Local Union 375 Electricians' Retirement Plan (PA) $146M · 645
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $145M · 2,022
- Massachusetts Mutual Life Insurance Company Agent Pension Plan (MA) $144M · 557
- Boilermakers Lodge 154 Retirement Plan (MN) $147M · 7,067
Frequently Asked Questions
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Scale reading
Ways to act on Sheet Metal Workers Local 91 Annuity Plan's numbers.
- By total assets, Sheet Metal Workers Local 91 Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Construction plans