Profit Sharing · DOL Form 5500 · 2022

Sheet Metal Workers Local 33 Profit Sharing Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
4,130
Participants Above avg headcount
94th
Percentile by assets National rank
$31,411
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#9,223
in Construction (9,927 peers)
-9.9%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's outsized position by total assets

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs every filed plan by assets

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

$129,725,687 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 33 Profit Sharing Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan lands in the large band (4,130 participants).

EBSA filing schedule strip

Filing strip 311524549 · Sheet Metal Workers Local 33 PY 2022 · Profit Sharing

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · $130M · 4,130 · 94th

  • NET $130M
  • NET 4,130
  • NET 94th
  • NET Profit Sharing
  • NET near Au Medical Center, Inc. 401(a) Retirement Savings Plan
  • NET ind #9223

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 Ohio →

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan in the asset neighbourhood

Parsons Behle & Latimer Profit Sharing Plan & TrustParsons Behle & Latimer Prof…$131MSheet Metal Workers' Local 33 Profit Sharing Annuity PlanSheet Metal Workers' Local 3…$130MAu Medical Center, Inc. 401(a) Retirement Savings PlanAu Medical Center, Inc. 401(…$129MInternational Union of Operating Engineers Local 841 Qualified Savings PlanInternational Union of Opera…$129MIBEW Local No 461 Defined Contribution Pension PlanIBEW Local No 461 Defined Co…$129M
End-of-year total assets ($M) among Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$130M
Net Income-$14M
Employer EIN311524549
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local 33)

Sponsor-wide plan assets over time

All Sheet Metal Workers Local 33 plans reported in each filing year

Latest sponsor-wide plan assets
$176M 36.023703617002234% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $130M $176M ▲ +36.0%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan, Total assets ($B): 0.129725687 · Participants: 4130Sheet Metal Workers' Local 33 Profit Sharing Annuity PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan side-by-side with 3 peers →

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Au Medical Center, Inc. 401(a) Retirement Savings Plan in GA ($129M); by covered participants it is American Maritime Officers Defined Contribution Plan in FL (4,132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,130 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 33 Profit Sharing Annuity Plan assets move in 2022? ▼
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan pulled back noticeably - down 9.9% during 2022, from $144M to $130M. Reported net income was -$14M.
How have Sheet Metal Workers Local 33 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local 33's sponsor-wide assets grew 36.0%, from $130M to $176M.
Where does Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers' Local 33 Profit Sharing 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 Profit Sharing plans are similar in size to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Au Medical Center, Inc. 401(a) Retirement Savings Plan in GA ($129M, 3,904 participants).
Which Profit Sharing plans cover a similar participant headcount to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Maritime Officers Defined Contribution Plan in FL (4,132 participants, $245M 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 311524549.

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.