Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Sheet Metal Workers Local 219 R.S.P. Money Purchase Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 839
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $188,061
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local 219 Retirement Savings Fund · Sponsored by Board of Trustees - Sheet Metal Workers Local 219 R.S.P. · Illinois · Construction
$158M in assets, 839 participants
Board of Trustees - Sheet Metal Workers Local 219 R.S.P.'s Sheet Metal Workers Local 219 Retirement Savings Fund reported $158M in total assets and 839 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,312 in Construction (9,927 peers)
Where Sheet Metal Workers Local 219 Retirement Savings Fund sits by assets
Sheet Metal Workers Local 219 Retirement Savings Fund sits in the top 5% of all filed plans by assets, $158M for 839 participants (~$188,061/participant), down 12.1% in 2022.
- #9,312
- in Construction (9,927 peers)
- -12.1%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local 219 Retirement Savings Fund's outsized position by total assets
Sheet Metal Workers Local 219 Retirement Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$157,783,551 Top 5% higher than 95% 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 219 Retirement Savings Fund 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 219 Retirement Savings Fund sits mid-pack in the medium band (839 participants).
EBSA filing schedule strip
Filing strip 364343290 · Board of Trustees - Sheet Metal Workers Local 219 R.S.P. PY 2022 · Money Purchase
Sheet Metal Workers Local 219 Retirement Savings Fund · $158M · 839 · 95th
- IND $158M
- EOY 839
- 5500 95th
- ASSETS Money Purchase
- PCT near Midwest Pipe Trades Retirement Plan
- EIN ind #9312
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 219 Retirement Savings Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | -$22M |
| Employer EIN | 364343290 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Sheet Metal Workers Local 219 R.S.P.)
Sponsor-wide plan assets over time
All Board of Trustees - Sheet Metal Workers Local 219 R.S.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 32.88518332307022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 839 | $158M |
| 2023 | 1 | 907 | $184M |
| 2024 | 1 | 936 | $210M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Sheet Metal Workers Local 219 Retirement Savings Fund's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Midwest Pipe Trades Retirement Plan in TN ($159M); by covered participants it is Iron Workers Local No. 67 Defined Contribution Fund in IA (839 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Midwest Pipe Trades Retirement Plan (TN) $159M · 1,481
- Tecolote Research, Inc. Money Purchase Pension Plan (CA) $157M · 591
- Southern States Savings & Retirement Plan Trust (FL) $160M · 13,122
- Tile Industry Retirement Savings Trust Fund (CA) $161M · 2,101
Similar participant headcount
Nearest other-state filings by covered participants (839 participants); asset peers above are excluded.
- Iron Workers Local No. 67 Defined Contribution Fund (IA) 839 · 0 off
- Coleman Professional Services Employees Pension Plan (OH) 837 · 2 off
- Bowdoin College Retirement Plan (ME) 841 · 2 off
- Iron Workers Local 401 Annuity Fund (PA) 831 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.