Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Sheet Metal, Air Youngstown District Pension Plan

Data updated 2026-08-11

$72M
Total assets
203
Participants
91st
Percentile by assets
$353,772
Avg per participant
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Official DOL plan name: Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction

$72M in assets, 203 participants

Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported $72M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #8,866 in Construction (9,927 peers)

Coverage in Ohio

Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $72M.

$72M
total plan assets (2022 EOY)
203
covered participants
91st
percentile by assets (of 139,126 plans)
$353,772
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reports 203 participants - about 27% of that state average ($72M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$72M
Net Income-$13M
Employer EIN341939172
Plan Effective Date1964-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)

$70M$75M$80M$85M 202220232024 $71.8M $82.8M ▲ +15.3%
Total plan assets by year, all Board of Trustees Sheet Metal, Air Youngstown District plans on file
Year Plans Participants Total Assets
2022 1 203 $72M
2023 1 205 $77M
2024 1 199 $83M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Sheet Metal, Air, Ra…Firstenergy Corp. Ma…Nationwide Retiremen…American Electric Po…Ohio Operating Engin…Laborers District Co…
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund assets move in 2022?
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund declined sharply - down 15.7% during 2022, from $85M to $72M. Reported net income was -$13M.
How have Board of Trustees Sheet Metal, Air Youngstown District plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Sheet Metal, Air Youngstown District's sponsor-wide assets grew 15.3%, from $72M to $83M.
Where does Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund rank by assets among Form 5500 filers?
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital in PA ($72M, 1,234 participants).

Next read for Sheet Metal, Air, Rail & Transportation …

Filing takeaways

Ways to act on Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's numbers.

  • By total assets, Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Board of Trustees Sheet Metal, Air Youngstown District's sponsor-wide assets have grown 15.3% since 2022 across 3 plan years on file. More Construction plans