Defined Benefit (Pension) · DOL Form 5500 · 2022

Sheet Metal Workers Local No. 4 Pension Plan Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
245
Participants Below avg headcount
86th
Percentile by assets National rank
$171,026
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheet Metal Workers Local No. 4 Pension Plan · Sponsored by Sheet Metal Workers Local No. 4 Pension Plan · Tennessee · Construction

$42M in assets, 245 participants

Sheet Metal Workers Local No. 4 Pension Plan's Sheet Metal Workers Local No. 4 Pension Plan reported $42M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,418 in Construction (9,927 peers)

Coverage in Tennessee

Sheet Metal Workers Local No. 4 Pension Plan covers 245 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $42M.

#8,418
in Construction (9,927 peers)
-17.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheet Metal Workers Local No. 4 Pension Plan's outsized position by total assets

Sheet Metal Workers Local No. 4 Pension Plan vs every filed plan by assets

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

$41,901,314 Top 14% higher than 86% 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 No. 4 Pension 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. Sheet Metal Workers Local No. 4 Pension Plan sits mid-pack in the medium band (245 participants).

Published 5500 schedule card

Filing strip 620800645 · Sheet Metal Workers Local No. 4 Pension Plan PY 2022 · Defined Benefit (Pension)

Sheet Metal Workers Local No. 4 Pension Plan · $42M · 245 · 86th

  • NET $42M
  • NET 245
  • NET 86th
  • NET Defined Benefit (Pension)
  • NET near Magic Valley Regional Medical Center Pension Plan
  • NET ind #8418

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 Tennessee →

Sheet Metal Workers Local No. 4 Pension Plan in the asset neighbourhood

Bricklayers Local No. 8 Pension FundBricklayers Local No. 8 Pens…$42MSheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$42MMagic Valley Regional Medical Center Pension PlanMagic Valley Regional Medica…$42MAmerican Printing House for the Blind New Retirement PlanAmerican Printing House for …$42MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$42M
End-of-year total assets ($M) among Sheet Metal Workers Local No. 4 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$42M
Net Income-$9M
Employer EIN620800645
Plan Effective Date1968-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local No. 4 Pension Plan)

Sponsor-wide plan assets over time

All Sheet Metal Workers Local No. 4 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$55M 30.107678723392777% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.9M $54.5M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 245 $42M
2023 1 247 $47M
2024 1 433 $55M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Sheet Metal Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Sheet Metal Workers Local No. 4 Pension Plan, Total assets ($B): 0.041901314 · Participants: 245Sheet Metal Workers Local No. 4 Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Sheet Metal Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Sheet Metal Workers Local No. 4 Pension Plan side-by-side with 3 peers →

Sheet Metal Workers Local No. 4 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Magic Valley Regional Medical Center Pension Plan in ID ($42M); by covered participants it is Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan in NY (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 No. 4 Pension Plan assets move in 2022? ▼
Sheet Metal Workers Local No. 4 Pension Plan declined sharply - down 17.1% during 2022, from $51M to $42M. Reported net income was -$9M.
How have Sheet Metal Workers Local No. 4 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local No. 4 Pension Plan's sponsor-wide assets grew 30.1%, from $42M to $55M.
Where does Sheet Metal Workers Local No. 4 Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No. 4 Pension Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Magic Valley Regional Medical Center Pension Plan in ID ($42M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan in NY (245 participants, $45M 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 620800645.

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.