401(k) · DOL Form 5500 · 2022
Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan 401(k) Plan
Data updated 2026-08-25
- $271M
- Total assets Near avg plan size
- 7,487
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $36,166
- Avg per participant Low balance/head
Official DOL plan name: Northwest Sheet Metal Workers Supp Pension Plan · Sponsored by Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan · Oregon · Construction
$271M in assets, 7,487 participants
Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's Northwest Sheet Metal Workers Supp Pension Plan reported $271M in total assets and 7,487 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.
- #9,532 in Construction (9,927 peers)
Coverage in Oregon
Northwest Sheet Metal Workers Supp Pension Plan covers 7,487 participants in Oregon, 17x the typical Oregon plan (state average ~443 per filing). Assets: $271M.
- #9,532
- in Construction (9,927 peers)
- -14.0%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwest Sheet Metal Workers Supp Pension Plan's outsized position by total assets
Northwest Sheet Metal Workers Supp Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$270,775,323 Top 3% higher than 97% 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
Northwest Sheet Metal Workers Supp Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Sheet Metal Workers Supp Pension Plan lands in the large band (7,487 participants).
Published 5500 schedule card
Filing strip 911702340 · Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan PY 2022 · 401(k)
Northwest Sheet Metal Workers Supp Pension Plan · $271M · 7,487 · 97th
- PHOTO $271M
- IND 7,487
- EOY 97th
- 5500 401(k)
- ASSETS near Consolidated Nuclear Security 401(k) Plan for Bargaining Pantex Location Employees
- PCT ind #9532
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 Oregon →
Northwest Sheet Metal Workers Supp Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $315M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | -$44M |
| Employer EIN | 911702340 |
| Plan Effective Date | 1996-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan)
Sponsor-wide plan assets over time
All Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 32.55216576733619% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,487 | $271M |
| 2023 | 1 | 6,967 | $315M |
| 2024 | 1 | 7,227 | $359M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Scale composition for Northwest Sheet Metal Workers Supp Pension Plan
Northwest Sheet Metal Workers Supp Pension Plan reports $271M in end-of-year assets across 7,487 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $36,166 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was -$44M.
This plan identity (EIN 911702340, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $271M to $359M (+32.6%) while covered participants moved from 7,487 to 7,227 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,487 | $271M | This page |
| 2023 | 6,967 | $315M | Open filing |
| 2024 · index core | 7,227 | $359M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Northwest Sheet Metal Workers Supp Pension Plan (401(k), $359M, 7,227 participants)
Northwest Sheet Metal Workers Supp Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Consolidated Nuclear Security 401(k) Plan for Bargaining Pantex Location Employees in TN ($271M); by covered participants it is Premier Home Health Care Services, Inc. 401(k) Plan in NY (7,485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($271M here).
- Consolidated Nuclear Security 401(k) Plan for Bargaining Pantex Location Employees (TN) $271M · 1,817
- Silgan Retirement Savings Plan (CA) $271M · 1,213
- Taylor Morrison 401(k) Savings Plan (AZ) $271M · 3,079
- Mountaire Corporation & Subsidiaries Retirement Plan (AR) $271M · 6,408
Similar participant headcount
Nearest other-state filings by covered participants (7,487 participants); asset peers above are excluded.
- Premier Home Health Care Services, Inc. 401(k) Plan (NY) 7,485 · 2 off
- System One Holdings, LLC 401(k) Savings Plan (PA) 7,482 · 5 off
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) 7,492 · 5 off
- Coca-Cola Southwest Beverages 401(k) Plan (TX) 7,494 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.