Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Sheet Metal Workers' Pension Plan Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,414
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $229,932
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · Sponsored by Board of Trustees, Sheet Metal Workers' Pension Plan · California · Construction
$1.2B in assets, 5,414 participants
Board of Trustees, Sheet Metal Workers' Pension Plan's Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reported $1.2B in total assets and 5,414 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,842 in Construction (9,927 peers)
Coverage in California
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada covers 5,414 participants in California, 8.6x the typical California plan (state average ~630 per filing). Assets: $1.2B.
- #9,842
- in Construction (9,927 peers)
- -11.9%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $168M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's outsized position by total assets
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,244,851,239 Top 1% higher than 99% of 139,123 filed plans
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' Pension Plan of Southern California Arizona and Nevada'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' Pension Plan of Southern California Arizona and Nevada lands in the large band (5,414 participants).
Plan-year Form 5500 strip
Filing strip 956052257 · Board of Trustees, Sheet Metal Workers' Pension Plan PY 2022 · Defined Benefit (Pension)
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · $1.2B · 5,414 · 99th
- RANK $1.2B
- RANK 5,414
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Constellation Employee Pension Plan
- RANK ind #9842
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 California →
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$168M |
| Employer EIN | 956052257 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sheet Metal Workers' Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees, Sheet Metal Workers' Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 55.844555277240296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,291 | $3.2B |
| 2023 | 1 | 5,299 | $1.3B |
| 2024 | 1 | 5,402 | $1.4B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reports $1.2B in end-of-year assets across 5,414 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $229,932 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2022 was -$168M.
This plan identity (EIN 956052257, plan #001) has 5 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.4B (+14.1%) while covered participants moved from 5,414 to 5,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,414 | $1.2B | This page |
| 2022 | 4,357 | $1.0B | Open filing |
| 2022 | 4,520 | $957M | Open filing |
| 2023 | 5,299 | $1.3B | Open filing |
| 2024 · index core | 5,402 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (Defined Benefit (Pension), $1.4B, 5,402 participants)
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Constellation Employee Pension Plan in PA ($1.2B); by covered participants it is Ufcw and Safeway Variable Annuity Pension Fund in MD (5,441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Constellation Employee Pension Plan (PA) $1.2B · 1,041
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) $1.2B · 5,925
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.2B · 39,196
- Itw Retirement Accumulation Plan (IL) $1.2B · 3,623
Similar participant headcount
Nearest other-state filings by covered participants (5,414 participants); asset peers above are excluded.
- Ufcw and Safeway Variable Annuity Pension Fund (MD) 5,441 · 27 off
- Pension Plan for Employees at Ornl (TN) 5,460 · 46 off
- Xpo Logistics Pension Plan (OR) 5,364 · 50 off
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) 5,477 · 63 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.