Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Sheet Metal, Air Youngstown District Pension Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 203
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $353,772
- Avg per participant High balance/head
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.
- #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.
- #8,866
- in Construction (9,927 peers)
- -15.7%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's outsized position by total assets
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$71,815,756 Top 9% higher than 91% 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 No. 33 Youngstown District Pension Fund 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 No. 33 Youngstown District Pension Fund sits mid-pack in the medium band (203 participants).
Plan-year Form 5500 strip
Filing strip 341939172 · Board of Trustees Sheet Metal, Air Youngstown District PY 2022 · Defined Benefit (Pension)
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · $72M · 203 · 91st
- IND $72M
- EOY 203
- 5500 91st
- ASSETS Defined Benefit (Pension)
- PCT near Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital
- EIN ind #8866
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 No. 33 Youngstown District Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | -$13M |
| Employer EIN | 341939172 |
| Plan Effective Date | 1964-11-01 |
| 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
- $83M 15.27338234801845% vs 2022
- 2024 filing year
| 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.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital in PA ($72M); by covered participants it is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Seyfarth Shaw LLP Market-Based Pension Plan (IL) 203 · 0 off
- Williams International Pension Plan for Employees (MI) 203 · 0 off
- Continental NA Pension Plan (SC) 203 · 0 off
- Nasdaq Pension Plan (MD) 203 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.