Money Purchase · DOL Form 5500 · 2022

Sheet Metal Workers Local 63 Money Purchase Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
523
Participants Below avg headcount
91st
Percentile by assets National rank
$140,170
Avg per participant Near avg balance/head
PlainRetire home → About this data

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.

  • #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.

#8,880
in Construction (9,927 peers)
-7.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan vs every filed plan by assets

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

$73,309,117 Top 9% higher than 91% 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 Workers Local Union No. 63 Supplemental Annuity Plan 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 Workers Local Union No. 63 Supplemental Annuity Plan sits mid-pack in the medium band (523 participants).

EBSA filing schedule strip

Filing strip 046128658 · Sheet Metal Workers Local 63 PY 2022 · Money Purchase

Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan · $73M · 523 · 91st

  • TYPE $73M
  • NET 523
  • BOOK 91st
  • VS-ST Money Purchase
  • BOY near Ingram Marine Group Retirement Plan
  • SCH ind #8880

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 Massachusetts →

Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan in the asset neighbourhood

Employers and Cement Masons Local 90 Pension PlanEmployers and Cement Masons …$74MMary Rutan Health Association of Logan County Employees Pension PlanMary Rutan Health Associatio…$74MSheet Metal Workers Local Union No. 63 Supplemental Annuity PlanSheet Metal Workers Local Un…$73MIngram Marine Group Retirement PlanIngram Marine Group Retireme…$73MInstitute for Advanced Study Defined Contribution Retirement PlanInstitute for Advanced Study…$73M
End-of-year total assets ($M) among Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$73M
Net Income-$6M
Employer EIN046128658
Plan Effective Date1972-06-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan, Total assets ($B): 0.073309117 · Participants: 523Sheet Metal Workers Local Union No. 63 Supplemental Annuity PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan side-by-side with 3 peers →

Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Ingram Marine Group Retirement Plan in TN ($73M); by covered participants it is International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in IN (523 participants). Same-state nearby plans are listed separately above.

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 Workers Local Union No. 63 Supplemental Annuity Plan assets move in 2022? ▼
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan pulled back noticeably - down 7.7% during 2022, from $79M to $73M. Reported net income was -$6M.
Where does Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan ranks in the 91st 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 Money Purchase plans are similar in size to Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ingram Marine Group Retirement Plan in TN ($73M, 1,604 participants).
Which Money Purchase plans cover a similar participant headcount to Sheet Metal Workers Local Union No. 63 Supplemental Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in IN (523 participants, $58M 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 046128658.

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.