Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of the Retirement Plan Profit Sharing Plan
Data updated 2026-08-11
- $279M
- Total assets
- 1,579
- Participants
- 97th
- Percentile by assets
- $176,598
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $279M
- total plan assets (2022 EOY)
- 1,579
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $176,598
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reports 1,579 participants - 2.8x that state average ($279M EOY assets).
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)
| 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.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 assets move in 2022? ▼
How have Board of Trustees of the Retirement Plan plan assets changed over time? ▼
Where does Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's numbers.
- By total assets, Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Board of Trustees of the Retirement Plan's sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Construction plans