Profit Sharing · DOL Form 5500 · 2022
Smart Local 27 Annuity Fund Trustees Profit Sharing Plan
Data updated 2026-08-11
- $124M
- Total assets
- 986
- Participants
- 94th
- Percentile by assets
- $125,713
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $124M
- total plan assets (2022 EOY)
- 986
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $125,713
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sheet Metal, Air, Rail Transportation Local No.27 outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$22M |
| Employer EIN | 222604860 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 27 Annuity Fund Trustees)
| 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
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal, Air, Rail Transportation Local No.27 by total assets, not by location.
- Mid-Atlantic Regional Council of Carpenters' Annuity Fund (MD) $123M · 12,943
- Pointers, Cleaners & Caulkers Annuity Fund (NY) $125M · 2,338
- Roger Zatkoff Company Employees' Profit Sharing Retirement Plan (MI) $126M · 174
- Metropolitan Jewish Pension Plan (NY) $122M · 2,015
Frequently Asked Questions
How did Sheet Metal, Air, Rail Transportation Local No.27 assets move in 2022? ▼
How have Smart Local 27 Annuity Fund Trustees plan assets changed over time? ▼
Where does Sheet Metal, Air, Rail Transportation Local No.27 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal, Air, Rail Transportation Local No.27? ▼
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Ways to act on Sheet Metal, Air, Rail Transportation Local No.27's numbers.
- By total assets, Sheet Metal, Air, Rail Transportation Local No.27 ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Smart Local 27 Annuity Fund Trustees's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Construction plans