Profit Sharing · DOL Form 5500 · 2022

Smart Local 27 Annuity Fund Trustees Profit Sharing Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
986
Participants Near avg headcount
94th
Percentile by assets National rank
$125,713
Avg per participant Near avg balance/head
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Official DOL plan name: Sheet Metal, Air, Rail Transportation Local No.27 · Sponsored by Smart Local 27 Annuity Fund Trustees · New Jersey · Construction

$124M in assets, 986 participants

Smart Local 27 Annuity Fund Trustees's Sheet Metal, Air, Rail Transportation Local No.27 reported $124M in total assets and 986 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.

  • #9,200 in Construction (9,927 peers)

Where Sheet Metal, Air, Rail Transportation Local No.27 sits by assets

Sheet Metal, Air, Rail Transportation Local No.27 sits in the top 10% of all filed plans by assets, $124M for 986 participants (~$125,713/participant), down 14.9% in 2022.

#9,200
in Construction (9,927 peers)
-14.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheet Metal, Air, Rail Transportation Local No.27's outsized position by total assets

Sheet Metal, Air, Rail Transportation Local No.27 vs every filed plan by assets

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

$123,952,839 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, Air, Rail Transportation Local No.27 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. Sheet Metal, Air, Rail Transportation Local No.27 sits mid-pack in the medium band (986 participants).

DOL schedule card

Filing strip 222604860 · Smart Local 27 Annuity Fund Trustees PY 2022 · Profit Sharing

Sheet Metal, Air, Rail Transportation Local No.27 · $124M · 986 · 94th

  • 5500 $124M
  • ASSETS 986
  • PCT 94th
  • EIN Profit Sharing
  • RANK near Mid-Atlantic Regional Council of Carpenters' Annuity Fund
  • PHOTO ind #9200

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 New Jersey →

Sheet Metal, Air, Rail Transportation Local No.27 in the asset neighbourhood

Roger Zatkoff Company Employees' Profit Sharing Retirement PlanRoger Zatkoff Company Employ…$126MPointers, Cleaners & Caulkers Annuity FundPointers, Cleaners & Caulker…$125MSheet Metal, Air, Rail Transportation Local No.27Sheet Metal, Air, Rail Trans…$124MMid-Atlantic Regional Council of Carpenters' Annuity FundMid-Atlantic Regional Counci…$123MMetropolitan Jewish Pension PlanMetropolitan Jewish Pension …$122M
End-of-year total assets ($M) among Sheet Metal, Air, Rail Transportation Local No.27 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$124M
Net Income-$22M
Employer EIN222604860
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smart Local 27 Annuity Fund Trustees)

Sponsor-wide plan assets over time

All Smart Local 27 Annuity Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$148M 19.554637227792742% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $148M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 986 $124M
2023 1 1,008 $139M
2024 1 1,039 $148M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sheet Metal, Air, Rail Transportation Local No.27 vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.522.5 Total assets ($B) Participants Sheet Metal, Air, Rail Transportation Local No.27, Total assets ($B): 0.123952839 · Participants: 986Sheet Metal, Air, Rail Transportation Local No.27Ernst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Sheet Metal, Air, Rail Transportation Local No.27 vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Sheet Metal, Air, Rail Transportation Local No.27 side-by-side with 3 peers →

Sheet Metal, Air, Rail Transportation Local No.27's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Mid-Atlantic Regional Council of Carpenters' Annuity Fund in MD ($123M); by covered participants it is Illinois Operative Plasterers & Cement Masons Annuity Fund in IL (986 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (986 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, Air, Rail Transportation Local No.27 assets move in 2022? ▼
Sheet Metal, Air, Rail Transportation Local No.27 pulled back noticeably - down 14.9% during 2022, from $146M to $124M. Reported net income was -$22M.
How have Smart Local 27 Annuity Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smart Local 27 Annuity Fund Trustees's sponsor-wide assets grew 19.6%, from $124M to $148M.
Where does Sheet Metal, Air, Rail Transportation Local No.27 rank by assets among Form 5500 filers? ▼
Sheet Metal, Air, Rail Transportation Local No.27 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, Air, Rail Transportation Local No.27? ▼
Among Profit Sharing plans in other states, the closest by assets is Mid-Atlantic Regional Council of Carpenters' Annuity Fund in MD ($123M, 12,943 participants).
Which Profit Sharing plans cover a similar participant headcount to Sheet Metal, Air, Rail Transportation Local No.27? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Illinois Operative Plasterers & Cement Masons Annuity Fund in IL (986 participants, $27M 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 222604860.

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.