Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Sheet Metal, Air Youngstown District Profit Sharing Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 511
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $62,214
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction
$32M in assets, 511 participants
Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported $32M in total assets and 511 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #8,173 in Construction (9,927 peers)
Where Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits by assets
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits in the top quartile of all filed plans by assets, $32M for 511 participants (~$62,214/participant), down 17.4% in 2022.
- #8,173
- in Construction (9,927 peers)
- -17.4%
- 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, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's outsized position by total assets
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,791,484 Top 17% higher than 83% 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
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District 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, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits mid-pack in the medium band (511 participants).
EBSA filing schedule strip
Filing strip 346596079 · Board of Trustees Sheet Metal, Air Youngstown District PY 2022 · Profit Sharing
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan · $32M · 511 · 83rd
- BOY $32M
- BOY 511
- BOY 83rd
- BOY Profit Sharing
- BOY near Cold Spring Construction Company Employees' Profit Sharing Plan and Trust
- BOY ind #8173
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 Ohio →
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$7M |
| Employer EIN | 346596079 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)
Sponsor-wide plan assets over time
All Board of Trustees Sheet Metal, Air Youngstown District plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 24.107849133434602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $32M |
| 2023 | 1 | 513 | $35M |
| 2024 | 1 | 492 | $39M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Cold Spring Construction Company Employees' Profit Sharing Plan and Trust in NY ($32M); by covered participants it is Propel Schools 403(b) Plan in PA (511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Cold Spring Construction Company Employees' Profit Sharing Plan and Trust (NY) $32M · 105
- Zero to Three National Center for Infants Toddlers and Families 403b Plan (DC) $32M · 179
- Eclc of New Jersey Retirement Plan (NJ) $32M · 338
- Luhr Crosby, LLC Employees Profit Sharing Plan and Trust (IL) $32M · 191
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
- Propel Schools 403(b) Plan (PA) 511 · 0 off
- Universidad Carlos Albizu Savings & Investment Plan (PR) 511 · 0 off
- Metro Pavia at Home Savings and Retirement Plan (PR) 512 · 1 off
- Stark Carpet Corp. Profit Sharing Plan (NY) 508 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.