Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Sheet Metal, Air Youngstown District Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 511
- Participants
- 83rd
- Percentile by assets
- $62,214
- Avg per participant
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.
- 83rd percentile by assets (of 139,126 plans)
- #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.
- $32M
- total plan assets (2022 EOY)
- 511
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $62,214
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan assets move in 2022? ▼
How have Board of Trustees Sheet Metal, Air Youngstown District plan assets changed over time? ▼
Where does Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan? ▼
Next read for Sheet Metal, Air, Rail, & Transportation…
Scale reading
Ways to act on Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's numbers.
- By total assets, Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Board of Trustees Sheet Metal, Air Youngstown District's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Construction plans