Money Purchase · DOL Form 5500 · 2022
Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $100,710
- Avg per participant Below avg balance/head
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.
- #7,522 in Construction (9,927 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 ~1,449 per filing). Assets: $19M.
- #7,522
- in Construction (9,927 peers)
- -13.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Rhode Island Sheet Metal Workers Local 17 Annuity Fund's outsized position by total assets
Rhode Island Sheet Metal Workers Local 17 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,732,061 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rhode Island Sheet Metal Workers Local 17 Annuity Fund 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. Rhode Island Sheet Metal Workers Local 17 Annuity Fund sits mid-pack in the medium band (186 participants).
Form 5500 schedule snapshot
Filing strip 050398597 · Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees PY 2022 · Money Purchase
Rhode Island Sheet Metal Workers Local 17 Annuity Fund · $19M · 186 · 76th
- EIN $19M
- EIN 186
- EIN 76th
- EIN Money Purchase
- EIN near Duane T. Corley, P.C. Money Purchase Plan
- EIN ind #7522
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 Rhode Island →
Rhode Island Sheet Metal Workers Local 17 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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 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
Rhode Island Sheet Metal Workers Local 17 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Rhode Island, the nearest Money Purchase by assets is Duane T. Corley, P.C. Money Purchase Plan in TX ($19M); by covered participants it is Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan in MI (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan (MI) 186 · 0 off
- Community, Work and Independence, Inc. Retirement Plan (NY) 186 · 0 off
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan (CT) 187 · 1 off
- Chadron Community Hospital and Health Services Employees Retirement Plan (NE) 185 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.