Defined Benefit (Pension) · DOL Form 5500 · 2022
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 846
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $205,881
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · Sponsored by Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund · Indiana · Other Services
$174M in assets, 846 participants
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund's Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund reported $174M in total assets and 846 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,280 in Other Services (8,398 peers)
Where Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund sits by assets
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund sits in the top 5% of all filed plans by assets, $174M for 846 participants (~$205,881/participant), down 14.9% in 2022.
- #8,280
- in Other Services (8,398 peers)
- -14.9%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund's outsized position by total assets
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$174,175,009 Top 5% higher than 95% 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
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund 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. 20, Indianapolis Area, Pension Fund sits mid-pack in the medium band (846 participants).
Form 5500 schedule snapshot
Filing strip 510168516 · Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund PY 2022 · Defined Benefit (Pension)
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · $174M · 846 · 95th
- PART $174M
- TYPE 846
- NET 95th
- BOOK Defined Benefit (Pension)
- VS-ST near IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan
- BOY ind #8280
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 Other Services retirement plans → · Plans in Indiana →
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | -$31M |
| Employer EIN | 510168516 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $212M 21.528244617458295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 846 | $174M |
| 2023 | 1 | 832 | $194M |
| 2024 | 1 | 886 | $212M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.2B · 16,878
- Cummins Pension Plan $3.2B · 24,119
- Indiana Laborers Pension Fund $1.5B · 9,896
- Elevance Health Cash Balance Plan a $1.2B · 8,650
- Nisource Pension Plan $1.1B · 2,283
Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan in AZ ($174M); by covered participants it is Ncci Holdings, Inc. Employees' Retirement Plan in FL (846 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- IBEW Local No 640 & Az Chapter NECA Defined Benefit Pension Plan (AZ) $174M · 1,710
- Link-Belt Construction Equipment Company Employees' Retirement Plan (KY) $174M · 111
- Electrician's Retirement Fund (NY) $174M · 1,597
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United (NY) $174M · 2,220
Similar participant headcount
Nearest other-state filings by covered participants (846 participants); asset peers above are excluded.
- Ncci Holdings, Inc. Employees' Retirement Plan (FL) 846 · 0 off
- U.a. Local 467 Defined Benefit Plan (CA) 846 · 0 off
- Gray Television, Inc. Retirement Plan (GA) 846 · 0 off
- IBEW Local 43 & Electrical Contractors Pension Fund (NY) 848 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.