401(k) · DOL Form 5500 · 2022

Board of Trustees of the Wisconsin Sheet 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
808
Participants Near avg headcount
87th
Percentile by assets National rank
$56,417
Avg per participant Low balance/head
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Official DOL plan name: Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · Sponsored by Board of Trustees of the Wisconsin Sheet · Wisconsin · Construction

$46M in assets, 808 participants

Board of Trustees of the Wisconsin Sheet's Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported $46M in total assets and 808 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,491 in Construction (9,927 peers)

Where Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits by assets

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 808 participants (~$56,417/participant), down 18.2% in 2022.

#8,491
in Construction (9,927 peers)
-18.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's outsized position by total assets

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,585,114 Top 13% higher than 87% 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

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan 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. Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits mid-pack in the medium band (808 participants).

Published 5500 schedule card

Filing strip 391965830 · Board of Trustees of the Wisconsin Sheet PY 2022 · 401(k)

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · $46M · 808 · 87th

  • PHOTO $46M
  • PHOTO 808
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near U. S. Retirement Partners 401(k) Plan
  • PHOTO ind #8491

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 →

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan in the asset neighbourhood

Gse Systems 401(k) Plan$46MEmergency Medicine Specialists, Inc. Profit Sharing PlanEmergency Medicine Specialis…$46MWisconsin Sheet Metal Workers 401(k) Profit Sharing PlanWisconsin Sheet Metal Worker…$46MU. S. Retirement Partners 401(k) PlanU. S. Retirement Partners 40…$46MDiamond Products Limited 401(k) and Profit Sharing PlanDiamond Products Limited 401…$46M
End-of-year total assets ($M) among Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$46M
Net Income-$10M
Employer EIN391965830
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Wisconsin Sheet)

Sponsor-wide plan assets over time

All Board of Trustees of the Wisconsin Sheet plans reported in each filing year

Latest sponsor-wide plan assets
$61M 34.636879486579765% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.6M $61.4M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 808 $46M
2023 1 896 $55M
2024 1 999 $61M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan, Total assets ($B): 0.045585114 · Participants: 808Wisconsin Sheet Metal Workers 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is U. S. Retirement Partners 401(k) Plan in NJ ($46M); by covered participants it is First Security Bancorp 401(k) Plan in AR (808 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (808 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 Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan assets move in 2022? ▼
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan declined sharply - down 18.2% during 2022, from $56M to $46M. Reported net income was -$10M.
How have Board of Trustees of the Wisconsin Sheet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Wisconsin Sheet's sponsor-wide assets grew 34.6%, from $46M to $61M.
Where does Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is U. S. Retirement Partners 401(k) Plan in NJ ($46M, 708 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Security Bancorp 401(k) Plan in AR (808 participants, $62M 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 391965830.

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.