401(k) · DOL Form 5500 · 2022

Bot - Oregon Sheet Metal Workers Master Retirement Trust 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
694
Participants Below avg headcount
88th
Percentile by assets National rank
$72,390
Avg per participant Below avg balance/head
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Official DOL plan name: Ind Acct Plan for the Oregon Sheet Metal Workers · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction

$50M in assets, 694 participants

Bot - Oregon Sheet Metal Workers Master Retirement Trust's Ind Acct Plan for the Oregon Sheet Metal Workers reported $50M in total assets and 694 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,580 in Construction (9,927 peers)

Where Ind Acct Plan for the Oregon Sheet Metal Workers sits by assets

Ind Acct Plan for the Oregon Sheet Metal Workers sits in the top quartile of all filed plans by assets, $50M for 694 participants (~$72,390/participant), down 19.0% in 2022.

#8,580
in Construction (9,927 peers)
-19.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ind Acct Plan for the Oregon Sheet Metal Workers's outsized position by total assets

Ind Acct Plan for the Oregon Sheet Metal Workers vs every filed plan by assets

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

$50,238,806 Top 12% higher than 88% 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

Ind Acct Plan for the Oregon Sheet Metal Workers 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. Ind Acct Plan for the Oregon Sheet Metal Workers sits mid-pack in the medium band (694 participants).

Form 5500 schedule snapshot

Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2022 · 401(k)

Ind Acct Plan for the Oregon Sheet Metal Workers · $50M · 694 · 88th

  • PCT $50M
  • EIN 694
  • RANK 88th
  • PHOTO 401(k)
  • IND near Diagnostic Imaging Centers, P.a. 401(k) Profit Sharing Plan
  • EOY ind #8580

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 Oregon →

Ind Acct Plan for the Oregon Sheet Metal Workers in the asset neighbourhood

Town & Country Markets, Inc. Retirement Savings PlanTown & Country Markets, Inc.…$50MInd Acct Plan for the Oregon Sheet Metal WorkersInd Acct Plan for the Oregon…$50MDiagnostic Imaging Centers, P.a. 401(k) Profit Sharing PlanDiagnostic Imaging Centers, …$50MWago Corporation 401(k) Plan$50MProximo Spirits Inc. 401(k) Profit Sharing Plan and TrustProximo Spirits Inc. 401(k) …$50M
End-of-year total assets ($M) among Ind Acct Plan for the Oregon Sheet Metal Workers and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$50M
Net Income-$12M
Employer EIN936018501
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)

Sponsor-wide plan assets over time

All Bot - Oregon Sheet Metal Workers Master Retirement Trust plans reported in each filing year

Latest sponsor-wide plan assets
$591M 22.93619198537966% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $481M $591M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 2,283 $481M
2023 2 2,310 $545M
2024 2 2,294 $591M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Ind Acct Plan for the Oregon Sheet Metal Workers, Total assets ($B): 0.050238806 · Participants: 694Ind Acct Plan for the Oregon Sheet Metal Workers401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ind Acct Plan for the Oregon Sheet Metal Workers side-by-side with 3 peers →

Ind Acct Plan for the Oregon Sheet Metal Workers's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Diagnostic Imaging Centers, P.a. 401(k) Profit Sharing Plan in KS ($50M); by covered participants it is Eqt Corporation Employee Savings Plan in PA (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 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 Ind Acct Plan for the Oregon Sheet Metal Workers assets move in 2022? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers declined sharply - down 19.0% during 2022, from $62M to $50M. Reported net income was -$12M.
How have Bot - Oregon Sheet Metal Workers Master Retirement Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets grew 22.9%, from $481M to $591M.
Where does Ind Acct Plan for the Oregon Sheet Metal Workers rank by assets among Form 5500 filers? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Imaging Centers, P.a. 401(k) Profit Sharing Plan in KS ($50M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by covered participants is Eqt Corporation Employee Savings Plan in PA (694 participants, $220M 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 936018501.

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.