Money Purchase · DOL Form 5500 · 2022
Sheet Metal Workers Local 63 Money Purchase Plan
Data updated 2026-08-11
- $73M
- Total assets
- 523
- Participants
- 91st
- Percentile by assets
- $140,170
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan · Sponsored by Sheet Metal Workers Local 63 · Massachusetts · Construction
$73M in assets, 523 participants
Sheet Metal Workers Local 63's Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan reported $73M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #8,880 in Construction (9,927 peers)
Where Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan sits by assets
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan sits in the top 10% of all filed plans by assets, $73M for 523 participants (~$140,170/participant), down 7.7% in 2022.
- $73M
- total plan assets (2022 EOY)
- 523
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $140,170
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan vs the 2022 asset distribution
By assets, Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$6M |
| Employer EIN | 046128658 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan assets move in 2022? ▼
Where does Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan? ▼
Next read for Sheet Metal Workers Local Union No. 63 S…
Scale reading
Ways to act on Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan's numbers.
- By total assets, Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans