Other · DOL Form 5500 · 2022
Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension Retirement Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 2,457
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $33,847
- Avg per participant Low balance/head
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.
- #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.
- #8,976
- in Construction (9,927 peers)
- -15.6%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
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.
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's outsized position 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
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 Union No 20 Defined Contribution Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan lands in the large band (2,457 participants).
Form 5500 schedule snapshot
Filing strip 352062343 · Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension PY 2022 · Other
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan · $83M · 2,457 · 92nd
- EOY $83M
- EOY 2,457
- EOY 92nd
- EOY Other
- EOY near Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan
- EOY ind #8976
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 Indiana →
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | -$15M |
| Employer EIN | 352062343 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension)
Sponsor-wide plan assets over time
All Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 29.08250962298245% vs 2022
- 2024 filing year
| 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.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan in TX ($83M); by covered participants it is Embry-Riddle Aeronautical University DC Retirement Plan in FL (2,456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) $83M · 1,108
- The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows (MD) $83M · 3,144
- Southeast Iowa Regional Medical Center 403(b) (IA) $84M · 267
- Childrens Hospital Los Angeles Employees 403 (B) (CA) $84M · 862
Similar participant headcount
Nearest other-state filings by covered participants (2,457 participants); asset peers above are excluded.
- Embry-Riddle Aeronautical University DC Retirement Plan (FL) 2,456 · 1 off
- Jax 403(b) Retirement Plan (ME) 2,458 · 1 off
- Lake Charles Memorial Health System 403(b) Plan (LA) 2,459 · 2 off
- Azusa Pacific University Defined Contribution Plan (CA) 2,454 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.