Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot - Oregon Sheet Metal Workers Master Retirement Trust Pension Plan
Data updated 2026-08-11
- $431M
- Total assets
- 1,589
- Participants
- 98th
- Percentile by assets
- $271,092
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $431M
- total plan assets (2022 EOY)
- 1,589
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $271,092
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reports 1,589 participants - 3.6x that state average ($431M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $495M |
|---|---|
| Net Assets (End of Year) | $427M |
| Net Income | -$64M |
| Employer EIN | 936018501 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)
| 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
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Oregon Retail Employees Pension Plan $983M · 23,156
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's numbers.
- By total assets, Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Construction plans