Profit Sharing · DOL Form 5500 · 2022
Sheet Metal Workers Local 33 Profit Sharing Plan
Data updated 2026-08-11
- $130M
- Total assets
- 4,130
- Participants
- 94th
- Percentile by assets
- $31,411
- Avg per participant
Official DOL plan name: Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · Sponsored by Sheet Metal Workers Local 33 · Ohio · Construction
$130M in assets, 4,130 participants
Sheet Metal Workers Local 33's Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported $130M in total assets and 4,130 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 139,126 plans)
- #9,223 in Construction (9,927 peers)
Coverage in Ohio
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan covers 4,130 participants in Ohio, 5.4x the typical Ohio plan (state average ~765 per filing). Assets: $130M.
- $130M
- total plan assets (2022 EOY)
- 4,130
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $31,411
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reports 4,130 participants - 5.4x that state average ($130M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | -$14M |
| Employer EIN | 311524549 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 33)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,130 | $130M |
| 2023 | 1 | 4,214 | $154M |
| 2024 | 1 | 3,783 | $176M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan by total assets, not by location.
- Au Medical Center, Inc. 401(a) Retirement Savings Plan (GA) $129M · 3,904
- Parsons Behle & Latimer Profit Sharing Plan & Trust (UT) $131M · 229
- International Union of Operating Engineers Local 841 Qualified Savings Plan (IN) $129M · 4,231
- IBEW Local No 461 Defined Contribution Pension Plan (MI) $129M · 934
Frequently Asked Questions
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Filing takeaways
Ways to act on Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's numbers.
- By total assets, Sheet Metal Workers' Local 33 Profit Sharing 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 Profit Sharing plans in Ohio. Compare plans
- Sheet Metal Workers Local 33's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Construction plans