Defined Benefit (Pension) · DOL Form 5500 · 2022

Bot - Oregon Sheet Metal Workers Master Retirement Trust Pension Plan

Data updated 2026-08-25

$431M
Total assets Above avg plan size
1,589
Participants Near avg headcount
98th
Percentile by assets National rank
$271,092
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction

$431M in assets, 1,589 participants

Bot - Oregon Sheet Metal Workers Master Retirement Trust's Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported $431M in total assets and 1,589 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #9,664 in Construction (9,927 peers)

Coverage in Oregon

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust covers 1,589 participants in Oregon, 3.6x the typical Oregon plan (state average ~443 per filing). Assets: $431M.

#9,664
in Construction (9,927 peers)
-12.9%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's outsized position by total assets

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs every filed plan by assets

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

$430,765,613 Top 2% higher than 98% 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

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust'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. Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust lands in the large band (1,589 participants).

Form 5500 schedule snapshot

Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2022 · Defined Benefit (Pension)

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · $431M · 1,589 · 98th

  • BOY $431M
  • BOY 1,589
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near Southern California Local 831 - Employer Pension Fund
  • BOY ind #9664

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 Oregon →

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in the asset neighbourhood

American Cast Iron Pipe Company Pension PlanAmerican Cast Iron Pipe Comp…$432MColumbia Bank Retirement Plan$432MUnited Mine Workers of America 1985 Construction Workers Pension PlanUnited Mine Workers of Ameri…$432MSouthern California Local 831 - Employer Pension FundSouthern California Local 83…$431MPension Plan of the Oregon Sheet Metal Workers Master Retirement TrustPension Plan of the Oregon S…$431M
End-of-year total assets ($M) among Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$495M
Net Assets (End of Year)$427M
Net Income-$64M
Employer EIN936018501
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)

Sponsor-wide plan assets over time

All Bot - Oregon Sheet Metal Workers Master Retirement Trust plans reported in each filing year

Latest sponsor-wide plan assets
$591M 22.93619198537966% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $481M $591M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 2,283 $481M
2023 2 2,310 $545M
2024 2 2,294 $591M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust, Total assets ($B): 0.430765613 · Participants: 1589Pension Plan of the Oregon Sheet Metal Workers Master Retirement TrustXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust side-by-side with 3 peers →

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Southern California Local 831 - Employer Pension Fund in CA ($431M); by covered participants it is Nbt Bancorp Inc. Defined Benefit Pension Plan in NY (1,591 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,589 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 Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust assets move in 2022? ▼
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust pulled back noticeably - down 12.9% during 2022, from $495M to $431M. Reported net income was -$64M.
How have Bot - Oregon Sheet Metal Workers Master Retirement Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets grew 22.9%, from $481M to $591M.
Where does Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust rank by assets among Form 5500 filers? ▼
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern California Local 831 - Employer Pension Fund in CA ($431M, 494 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nbt Bancorp Inc. Defined Benefit Pension Plan in NY (1,591 participants, $113M 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 936018501.

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.