Other
2022 plan-year Other DOL Form 5500

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund · Massachusetts · Construction

What the 2023 filing shows

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan holds $121M for 1,505 participants — about $80,256 per participant, down 6.3% over the 2022 plan year.

$121M
total plan assets (2022 EOY)
1,505
covered participants
$80,256
avg assets per participant
-6.3%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$121M
Participants
1,505
Industry
Construction

What the Filing Says About Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan is a Other retirement plan sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $121M in total end-of-year assets and covers 1,505 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 200845880, and the plan has been effective since 2004-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $129M at the beginning of 2022 to $121M at year-end — a decline of 6.3%. Net assets (after liabilities) closed the year at $121M, with reported net income of $-8,085,895 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$129M
Total Assets (End of Year)$121M
Net Assets (End of Year)$121M
Net Income$-8,085,895
Plan TypeOther
Employer EIN200845880
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund)

Year Plans Participants Total Assets
2022 1 1,505 $121M
2023 1 1,635 $144M
2024 1 1,671 $165M

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan?
As of the 2022 Form 5500 filing, Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan holds $121M in total assets with 1,505 participants. It is sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund.
What type of plan is Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan?
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan is a Other plan. It has been effective since 2004-02-01. The plan is filed with the U.S. Department of Labor under EIN 200845880.
Who sponsors the Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan?
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan is sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund, located in Massachusetts. The sponsor's EIN is 200845880 and the plan operates in the Construction industry.
How did Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan perform in 2022?
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan declined by 6.3% during 2022, moving from $129M to $121M in total assets. Net income was $-8,085,895.
Where can I find official filings for Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan?
Official Form 5500 filings for Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200845880 or plan name at efast.dol.gov.
How does Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan compare to other plans?
You can compare Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 200845880.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.