Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Sheet Metal Workers Local 219 R.S.P. Money Purchase Plan
Data updated 2026-08-11
- $158M
- Total assets
- 839
- Participants
- 95th
- Percentile by assets
- $188,061
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $158M
- total plan assets (2022 EOY)
- 839
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $188,061
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sheet Metal Workers Local 219 Retirement Savings Fund outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
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.)
| 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.
Sheet Metal Workers Local 219 Retirement Savings Fund 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 219 Retirement Savings Fund by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Sheet Metal Workers Local 219 Retirement…
Scale reading
Ways to act on Sheet Metal Workers Local 219 Retirement Savings Fund's numbers.
- By total assets, Sheet Metal Workers Local 219 Retirement Savings Fund ranks in the top 5% 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 - Sheet Metal Workers Local 219 R.S.P.'s sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Construction plans