Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Sheet Metal Workers' Local No. 9 Pension Plan Pension Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
787
Participants Near avg headcount
95th
Percentile by assets National rank
$210,971
Avg per participant Above avg balance/head
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Official DOL plan name: Sheet Metal Workers' Local Union No. 9 Pension Pla · Sponsored by Trustees of Sheet Metal Workers' Local No. 9 Pension Plan · Colorado · Construction

$166M in assets, 787 participants

Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's Sheet Metal Workers' Local Union No. 9 Pension Pla reported $166M in total assets and 787 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,337 in Construction (9,927 peers)

Coverage in Colorado

Sheet Metal Workers' Local Union No. 9 Pension Pla covers 787 participants in Colorado, 2.1x the typical Colorado plan (state average ~376 per filing). Assets: $166M.

#9,337
in Construction (9,927 peers)
-15.6%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $31M 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. 9 Pension Pla's outsized position by total assets

Sheet Metal Workers' Local Union No. 9 Pension Pla vs every filed plan by assets

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

$166,034,236 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Sheet Metal Workers' Local Union No. 9 Pension Pla 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 Workers' Local Union No. 9 Pension Pla sits mid-pack in the medium band (787 participants).

Form 5500 schedule snapshot

Filing strip 840783596 · Trustees of Sheet Metal Workers' Local No. 9 Pension Plan PY 2022 · Defined Benefit (Pension)

Sheet Metal Workers' Local Union No. 9 Pension Pla · $166M · 787 · 95th

  • 5500 $166M
  • 5500 787
  • 5500 95th
  • 5500 Defined Benefit (Pension)
  • 5500 near Dana Combined Hourly Employees' Pension Plan
  • 5500 ind #9337

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 Colorado →

Sheet Metal Workers' Local Union No. 9 Pension Pla in the asset neighbourhood

Mayer Brown LLP U.S.a. Cash Balance Pension PlanMayer Brown LLP U.S.a. Cash …$166MDana Combined Hourly Employees' Pension PlanDana Combined Hourly Employe…$166MSheet Metal Workers' Local Union No. 9 Pension PlaSheet Metal Workers' Local U…$166MPension Plan of Steamfitters Pension Fund 475Pension Plan of Steamfitters…$166MRetirement Plan for Employees of Rehabilitation Institute of ChicagoRetirement Plan for Employee…$166M
End-of-year total assets ($M) among Sheet Metal Workers' Local Union No. 9 Pension Pla and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$166M
Net Income-$31M
Employer EIN840783596
Plan Effective Date1967-07-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers' Local No. 9 Pension Plan)

Sponsor-wide plan assets over time

All Trustees of Sheet Metal Workers' Local No. 9 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$193M 16.384151639665447% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $166M $193M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 787 $166M
2023 1 800 $181M
2024 1 845 $193M

Nearby Defined Benefit (Pension) Plans in Colorado

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

Sheet Metal Workers' Local Union No. 9 Pension Pla vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Sheet Metal Workers' Local Union No. 9 Pension Pla, Total assets ($B): 0.166034236 · Participants: 787Sheet Metal Workers' Local Union No. 9 Pension PlaRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Sheet Metal Workers' Local Union No. 9 Pension Pla vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Sheet Metal Workers' Local Union No. 9 Pension Pla side-by-side with 3 peers →

Sheet Metal Workers' Local Union No. 9 Pension Pla's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Dana Combined Hourly Employees' Pension Plan in OH ($166M); by covered participants it is Teamsters' Construction Industry & Misc Pension Fund in PA (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (787 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal Workers' Local Union No. 9 Pension Pla assets move in 2022? ▼
Sheet Metal Workers' Local Union No. 9 Pension Pla declined sharply - down 15.6% during 2022, from $197M to $166M. Reported net income was -$31M.
How have Trustees of Sheet Metal Workers' Local No. 9 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's sponsor-wide assets grew 16.4%, from $166M to $193M.
Where does Sheet Metal Workers' Local Union No. 9 Pension Pla rank by assets among Form 5500 filers? ▼
Sheet Metal Workers' Local Union No. 9 Pension Pla ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local Union No. 9 Pension Pla? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dana Combined Hourly Employees' Pension Plan in OH ($166M, 356 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers' Local Union No. 9 Pension Pla? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters' Construction Industry & Misc Pension Fund in PA (787 participants, $183M in assets).

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 840783596.

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.