Money Purchase · DOL Form 5500 · 2022
Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees Money Purchase Plan
Data updated 2026-08-06
- $19M
- Total assets
- 186
- Participants
- 76th
- Percentile by assets
- $100,710
- Avg per participant
Official DOL plan name: Rhode Island Sheet Metal Workers Local 17 Annuity Fund · Sponsored by Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees · Rhode Island · Construction
$19M in assets, 186 participants
Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees's Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported $19M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,258 plans)
- #7,532 in Construction (9,938 peers)
Coverage in Rhode Island
Rhode Island Sheet Metal Workers Local 17 Annuity Fund covers 186 participants in Rhode Island, about 13% of the average Rhode Island filer (state average ~1,486 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 186
- covered participants
- 76th
- percentile by assets (of 139,258 plans)
- $100,710
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,486 participants across 402 plans. Rhode Island Sheet Metal Workers Local 17 Annuity Fund reports 186 participants - about 13% of that state average ($19M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 050398597 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $19M |
| 2023 | 1 | 202 | $21M |
| 2024 | 1 | 213 | N/A |
Nearby Money Purchase Plans in Rhode Island
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rhode Island Sheet Metal Workers Local 17 Annuity Fund vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
- Rhode Island Laborers Annuity Fund $195M · 8,566
- Plumbers & Pipefitters Local Union #51 Annuity Plan $64M · 1,261
- American Mathematical Society Retirement Plan $53M · 171
- Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund $17M · 135
- Blackstone Valley Community Health Care Retirement Plan $13M · 218
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rhode Island Sheet Metal Workers Local 17 Annuity Fund by total assets, not by location.
- Duane T. Corley, P.C. Money Purchase Plan (TX) $19M · N/A
- Home Builders Institute Pension and Profit Sharing Plan (DC) $19M · 222
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) $19M · 66
- Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan (MO) $19M · 161
Frequently Asked Questions
How did Rhode Island Sheet Metal Workers Local 17 Annuity Fund assets move in 2022? ▼
Where does Rhode Island Sheet Metal Workers Local 17 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rhode Island Sheet Metal Workers Local 17 Annuity Fund? ▼
Next read for Rhode Island Sheet Metal Workers Local 1…
Filing takeaways
Ways to act on Rhode Island Sheet Metal Workers Local 17 Annuity Fund's numbers.
- By total assets, Rhode Island Sheet Metal Workers Local 17 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Rhode Island. Compare plans