Other · DOL Form 5500 · 2022

Sheet Metal Workers Local No.83 Annuity Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
348
Participants Below avg headcount
84th
Percentile by assets National rank
$96,951
Avg per participant Below avg balance/head
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Official DOL plan name: Sheet Metal Workers Local No.83 Annuity Fund · Sponsored by Sheet Metal Workers Local No.83 Annuity · New York · Manufacturing

$34M in assets, 348 participants

Sheet Metal Workers Local No.83 Annuity's Sheet Metal Workers Local No.83 Annuity Fund reported $34M in total assets and 348 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,932 in Manufacturing (20,602 peers)

Coverage in New York

Sheet Metal Workers Local No.83 Annuity Fund covers 348 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $34M.

#15,932
in Manufacturing (20,602 peers)
-16.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheet Metal Workers Local No.83 Annuity Fund's outsized position by total assets

Sheet Metal Workers Local No.83 Annuity Fund vs every filed plan by assets

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

$33,739,116 Top 16% higher than 84% 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 No.83 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. Sheet Metal Workers Local No.83 Annuity Fund sits mid-pack in the medium band (348 participants).

Plan-year Form 5500 strip

Filing strip 141758410 · Sheet Metal Workers Local No.83 Annuity PY 2022 · Other

Sheet Metal Workers Local No.83 Annuity Fund · $34M · 348 · 84th

  • PHOTO $34M
  • IND 348
  • EOY 84th
  • 5500 Other
  • ASSETS near Monell Chemical Senses Center 403(b) Defined Contribution Plan
  • PCT ind #15932

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 Manufacturing retirement plans → · Plans in New York →

Sheet Metal Workers Local No.83 Annuity Fund in the asset neighbourhood

Somerset Hospital 403(b) Plan$34MSheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$34MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$34MSidwell Friends School Tax Deferred Annuity PlanSidwell Friends School Tax D…$34MRetirement Plan for Employees of Kintegra HealthRetirement Plan for Employee…$34M
End-of-year total assets ($M) among Sheet Metal Workers Local No.83 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN141758410
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local No.83 Annuity)

Sponsor-wide plan assets over time

All Sheet Metal Workers Local No.83 Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.737927929113496% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.7M $43.8M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 348 $34M
2023 1 334 $38M
2024 1 319 $44M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local No.83 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sheet Metal Workers Local No.83 Annuity Fund, Total assets ($B): 0.033739116 · Participants: 348Sheet Metal Workers Local No.83 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Sheet Metal Workers Local No.83 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare Sheet Metal Workers Local No.83 Annuity Fund side-by-side with 3 peers →

Sheet Metal Workers Local No.83 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA ($34M); by covered participants it is 403(b) Thrift Plan of Community Health Care, Inc in IA (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.

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 No.83 Annuity Fund assets move in 2022? ▼
Sheet Metal Workers Local No.83 Annuity Fund declined sharply - down 16.6% during 2022, from $40M to $34M. Reported net income was -$7M.
How have Sheet Metal Workers Local No.83 Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local No.83 Annuity's sponsor-wide assets grew 29.7%, from $34M to $44M.
Where does Sheet Metal Workers Local No.83 Annuity Fund rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No.83 Annuity Fund ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sheet Metal Workers Local No.83 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA ($34M, 71 participants).
Which Other plans cover a similar participant headcount to Sheet Metal Workers Local No.83 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Community Health Care, Inc in IA (348 participants, $18M 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 141758410.

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.