Other · DOL Form 5500 · 2022

Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension Retirement Plan

Data updated 2026-08-11

$83M
Total assets
2,457
Participants
92nd
Percentile by assets
$33,847
Avg per participant
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Official DOL plan name: Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan · Sponsored by Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension · Indiana · Construction

$83M in assets, 2,457 participants

Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reported $83M in total assets and 2,457 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,976 in Construction (9,927 peers)

Coverage in Indiana

Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan covers 2,457 participants in Indiana, 4.5x the typical Indiana plan (state average ~541 per filing). Assets: $83M.

$83M
total plan assets (2022 EOY)
2,457
covered participants
92nd
percentile by assets (of 139,126 plans)
$33,847
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan sits by total assets

Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs every filed plan by assets

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

$83,162,627 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Construction

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reports 2,457 participants - 4.5x that state average ($83M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$83M
Net Income-$15M
Employer EIN352062343
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension)

$80M$90M$100M$110M 202220232024 $83.2M $107M ▲ +29.1%
Total plan assets by year, all Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plans on file
Year Plans Participants Total Assets
2022 1 2,457 $83M
2023 1 2,484 $95M
2024 1 2,725 $107M

Nearby Other Plans in Indiana

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

Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Sheet Metal Workers …, Total assets ($M): 83.162627 · Participants: 2457Sheet Metal Workers …Parkview Health Syst…, Total assets ($M): 634.111369 · Participants: 14230Parkview Health Syst…Beacon Retirement Sa…, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Sa…Ici Multiple Employe…, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employe…Community Foundation…, Total assets ($M): 333.513191 · Participants: 7442Community Foundation…Butler University Re…, Total assets ($M): 305.561372 · Participants: 985Butler University Re…
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Sheet Metal Workers Local Union No 20 De… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan assets move in 2022? ▼
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan declined sharply - down 15.6% during 2022, from $99M to $83M. Reported net income was -$15M.
How have Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's sponsor-wide assets grew 29.1%, from $83M to $107M.
Where does Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan? ▼
Among Other plans in other states, the closest by assets is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan in TX ($83M, 1,108 participants).

Next read for Sheet Metal Workers Local Union No 20 De…

Filing takeaways

Ways to act on Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's numbers.

  • By total assets, Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
  • Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Construction plans

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 352062343.

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.