Defined Benefit (Pension) · DOL Form 5500 · 2022

Jt Bd of Trustees Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
627
Participants Below avg headcount
87th
Percentile by assets National rank
$70,476
Avg per participant Below avg balance/head
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Official DOL plan name: Baton Rouge Sheet Metal Workers Pension Fund · Sponsored by Jt Bd of Trustees Sheet Metal Workers Pension Fund · Louisiana · Construction

$44M in assets, 627 participants

Jt Bd of Trustees Sheet Metal Workers Pension Fund's Baton Rouge Sheet Metal Workers Pension Fund reported $44M in total assets and 627 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,466 in Construction (9,927 peers)

Where Baton Rouge Sheet Metal Workers Pension Fund sits by assets

Baton Rouge Sheet Metal Workers Pension Fund sits in the top quartile of all filed plans by assets, $44M for 627 participants (~$70,476/participant), down 18.2% in 2022.

#8,466
in Construction (9,927 peers)
-18.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baton Rouge Sheet Metal Workers Pension Fund's outsized position by total assets

Baton Rouge Sheet Metal Workers Pension Fund vs every filed plan by assets

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

$44,188,604 Top 13% higher than 87% 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

Baton Rouge Sheet Metal Workers Pension 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. Baton Rouge Sheet Metal Workers Pension Fund sits mid-pack in the medium band (627 participants).

Published 5500 schedule card

Filing strip 720562245 · Jt Bd of Trustees Sheet Metal Workers Pension Fund PY 2022 · Defined Benefit (Pension)

Baton Rouge Sheet Metal Workers Pension Fund · $44M · 627 · 87th

  • ASSETS $44M
  • ASSETS 627
  • ASSETS 87th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Venable LLP Cash Balance Plan B
  • ASSETS ind #8466

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 Louisiana →

Baton Rouge Sheet Metal Workers Pension Fund in the asset neighbourhood

Baton Rouge Sheet Metal Workers Pension FundBaton Rouge Sheet Metal Work…$44MVenable LLP Cash Balance Plan BVenable LLP Cash Balance Pla…$44MVenable LLP Cash Balance Plan aVenable LLP Cash Balance Pla…$44MCalifornia Correctional Peace Officers Association Defined Benefit PlanCalifornia Correctional Peac…$44MRicoh Printing Systems America, Inc. Restated Pension PlanRicoh Printing Systems Ameri…$44M
End-of-year total assets ($M) among Baton Rouge Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$44M
Net Income-$10M
Employer EIN720562245
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Bd of Trustees Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Jt Bd of Trustees Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$55M 24.171496795870716% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.2M $54.9M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 627 $44M
2023 1 626 $50M
2024 1 632 $55M

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Baton Rouge Sheet Metal Workers Pension Fund, Total assets ($B): 0.044188604 · Participants: 627Baton Rouge Sheet Metal Workers Pension FundLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Baton Rouge Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Baton Rouge Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Venable LLP Cash Balance Plan B in MD ($44M); by covered participants it is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY (627 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (627 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 Baton Rouge Sheet Metal Workers Pension Fund assets move in 2022? ▼
Baton Rouge Sheet Metal Workers Pension Fund declined sharply - down 18.2% during 2022, from $54M to $44M. Reported net income was -$10M.
How have Jt Bd of Trustees Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Bd of Trustees Sheet Metal Workers Pension Fund's sponsor-wide assets grew 24.2%, from $44M to $55M.
Where does Baton Rouge Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Baton Rouge Sheet Metal Workers Pension Fund ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Venable LLP Cash Balance Plan B in MD ($44M, 204 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY (627 participants, $236M 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 720562245.

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.