Money Purchase · DOL Form 5500 · 2022

Board of Trustees Sheetmetal Workers Local 91 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
650
Participants Below avg headcount
94th
Percentile by assets National rank
$224,031
Avg per participant Above avg balance/head
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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.

  • #9,277 in Construction (9,927 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.

#9,277
in Construction (9,927 peers)
-15.1%
assets change YoY
1.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Sheet Metal Workers Local 91 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$145,619,943 Top 6% higher than 94% of 139,123 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 2022

Sheet Metal Workers Local 91 Annuity Plan 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 91 Annuity Plan sits mid-pack in the medium band (650 participants).

EBSA filing schedule strip

Filing strip 362952946 · Board of Trustees Sheetmetal Workers Local 91 Annuity Plan PY 2022 · Money Purchase

Sheet Metal Workers Local 91 Annuity Plan · $146M · 650 · 94th

  • EBSA $146M
  • EBSA 650
  • EBSA 94th
  • EBSA Money Purchase
  • EBSA near IBEW Local Union 375 Electricians' Retirement Plan
  • EBSA ind #9277

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 Illinois →

Sheet Metal Workers Local 91 Annuity Plan in the asset neighbourhood

Boilermakers Lodge 154 Retirement PlanBoilermakers Lodge 154 Retir…$147MSheet Metal Workers Local 91 Annuity PlanSheet Metal Workers Local 91…$146MIBEW Local Union 375 Electricians' Retirement PlanIBEW Local Union 375 Electri…$146MHawaii Annuity Trust Fund for Operating EngineersHawaii Annuity Trust Fund fo…$145MMassachusetts Mutual Life Insurance Company Agent Pension PlanMassachusetts Mutual Life In…$144M
End-of-year total assets ($M) among Sheet Metal Workers Local 91 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$146M
Net Income-$26M
Employer EIN362952946
Plan Effective Date1978-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Sheetmetal Workers Local 91 Annuity Plan)

Sponsor-wide plan assets over time

All Board of Trustees Sheetmetal Workers Local 91 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$176M 21.20335193373891% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $146M $177M ▲ +21.2%
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 Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Sheet Metal Workers Local 91 Annuity Plan, Total assets ($M): 145.619943 · Participants: 650Sheet Metal Workers Local 91 Annuity PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Sheet Metal Workers Local 91 Annuity Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Sheet Metal Workers Local 91 Annuity Plan side-by-side with 3 peers →

Sheet Metal Workers Local 91 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($146M); by covered participants it is Local 360 401(k) and Severance Plan in NJ (651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal Workers Local 91 Annuity Plan assets move in 2022? ▼
Sheet Metal Workers Local 91 Annuity Plan declined sharply - down 15.1% during 2022, from $172M to $146M. Reported net income was -$26M.
How have Board of Trustees Sheetmetal Workers Local 91 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's sponsor-wide assets grew 21.2%, from $146M to $176M.
Where does Sheet Metal Workers Local 91 Annuity Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local 91 Annuity Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Sheet Metal Workers Local 91 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($146M, 645 participants).
Which Money Purchase plans cover a similar participant headcount to Sheet Metal Workers Local 91 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 360 401(k) and Severance Plan in NJ (651 participants, $8M in assets).

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 362952946.

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.