Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of the Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $279M
- Total assets Near avg plan size
- 1,579
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $176,598
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · Sponsored by Board of Trustees of the Retirement Plan · Wisconsin · Construction
$279M in assets, 1,579 participants
Board of Trustees of the Retirement Plan's Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported $279M in total assets and 1,579 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,543 in Construction (9,927 peers)
Coverage in Wisconsin
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 covers 1,579 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $279M.
- #9,543
- in Construction (9,927 peers)
- -16.3%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's outsized position by total assets
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$278,847,860 Top 3% higher than 97% 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
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18'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. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 lands in the large band (1,579 participants).
Published 5500 schedule card
Filing strip 396135887 · Board of Trustees of the Retirement Plan PY 2022 · Profit Sharing
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · $279M · 1,579 · 97th
- PHOTO $279M
- IND 1,579
- EOY 97th
- 5500 Profit Sharing
- ASSETS near Annuity Fund of Operating Engineers Local 513
- PCT ind #9543
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 Wisconsin →
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $333M |
|---|---|
| Net Assets (End of Year) | $279M |
| Net Income | -$54M |
| Employer EIN | 396135887 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Retirement Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $374M 34.13538909712271% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,579 | $279M |
| 2023 | 1 | 1,762 | $334M |
| 2024 | 1 | 1,894 | $374M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
- Clarios Retirement Savings and Investment Plan $231M · 4,847
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Annuity Fund of Operating Engineers Local 513 in MO ($277M); by covered participants it is Insulators Local No. 2 Annuity Plan in PA (1,571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($279M here).
- Annuity Fund of Operating Engineers Local 513 (MO) $277M · 8,519
- SEIU 775 Secure Retirement Plan (WA) $284M · 73,362
- Arch. Ironworkers Local 63 DC Pension Trust (IL) $285M · 1,993
- The Wgbh Educational Foundation Retirement Plan (MA) $287M · 1,138
Similar participant headcount
Nearest other-state filings by covered participants (1,579 participants); asset peers above are excluded.
- Insulators Local No. 2 Annuity Plan (PA) 1,571 · 8 off
- Retirement Plan for Employees of All Childrens Health System, Inc. (FL) 1,564 · 15 off
- Jeld-Wen, Inc. Ksop (NC) 1,564 · 15 off
- Vinfen 401(a) Company Defined Contribution Retirement Plan (MA) 1,595 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.