401(k) · DOL Form 5500 · 2022

Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan 401(k) Plan

Data updated 2026-08-11

$271M
Total assets
7,487
Participants
97th
Percentile by assets
$36,166
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$271M
total plan assets (2022 EOY)
7,487
covered participants
97th
percentile by assets (of 139,126 plans)
$36,166
avg assets per participant

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.

State
Industry

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Northwest Sheet Metal Workers Supp Pension Plan reports 7,487 participants - 17x that state average ($271M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$270M
Net Income-$44M
Employer EIN911702340
Plan Effective Date1996-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan)

$250M$300M$350M$400M 202220232024 $271M $359M ▲ +32.6%
Total plan assets by year, all Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plans on file
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.

Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246 Total assets ($B) Participants Northwest Sheet Meta…401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Northwest Sheet Metal Workers Supp Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Northwest Sheet Metal Workers Supp Pension Plan assets move in 2022?
Northwest Sheet Metal Workers Supp Pension Plan pulled back noticeably - down 14.0% during 2022, from $315M to $271M. Reported net income was -$44M.
How have Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's sponsor-wide assets grew 32.6%, from $271M to $359M.
Where does Northwest Sheet Metal Workers Supp Pension Plan rank by assets among Form 5500 filers?
Northwest Sheet Metal Workers Supp Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Northwest Sheet Metal Workers Supp Pension Plan?
Among 401(k) plans in other states, the closest by assets is Consolidated Nuclear Security 401(k) Plan for Bargaining Pantex Location Employees in TN ($271M, 1,817 participants).

Next read for Northwest Sheet Metal Workers Supp Pensi…

Filing takeaways

Ways to act on Northwest Sheet Metal Workers Supp Pension Plan's numbers.

  • By total assets, Northwest Sheet Metal Workers Supp Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
  • Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Construction plans