Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 1,041
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $84,220
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 12 Annuity Fund · Sponsored by Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund · Pennsylvania · Construction
$88M in assets, 1,041 participants
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund's Sheet Metal Workers Local Union No. 12 Annuity Fund reported $88M in total assets and 1,041 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,005 in Construction (9,927 peers)
Where Sheet Metal Workers Local Union No. 12 Annuity Fund sits by assets
Sheet Metal Workers Local Union No. 12 Annuity Fund sits in the top 10% of all filed plans by assets, $88M for 1,041 participants (~$84,220/participant), down 17.9% in 2022.
- #9,005
- in Construction (9,927 peers)
- -17.9%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local Union No. 12 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 12 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$87,673,443 Top 8% higher than 92% 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 Union No. 12 Annuity Fund'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. Sheet Metal Workers Local Union No. 12 Annuity Fund lands in the large band (1,041 participants).
Published 5500 schedule card
Filing strip 251478389 · Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund PY 2022 · Profit Sharing
Sheet Metal Workers Local Union No. 12 Annuity Fund · $88M · 1,041 · 92nd
- SCH $88M
- EBSA 1,041
- PART 92nd
- TYPE Profit Sharing
- NET near Beloit Health System 403(b) Plan
- BOOK ind #9005
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 Pennsylvania →
Sheet Metal Workers Local Union No. 12 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$19M |
| Employer EIN | 251478389 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 27.99221310380157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,041 | $88M |
| 2023 | 1 | 980 | $99M |
| 2024 | 1 | 973 | $112M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Sheet Metal Workers Local Union No. 12 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Beloit Health System 403(b) Plan in WI ($88M); by covered participants it is Southern Tier Building Trades Laborers Profit Sharing Plan in NY (1,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Beloit Health System 403(b) Plan (WI) $88M · 1,689
- The Agma Retirement Plan (NY) $88M · 7,814
- Plumbers and Steamfitters Local No. 7 Annuity Fund (NY) $87M · 1,019
- Hood College Defined Contribution Retirement Plan (MD) $87M · 299
Similar participant headcount
Nearest other-state filings by covered participants (1,041 participants); asset peers above are excluded.
- Southern Tier Building Trades Laborers Profit Sharing Plan (NY) 1,039 · 2 off
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) 1,039 · 2 off
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) 1,038 · 3 off
- Indiana State Council of Plasterers & Cement Masons Pension Fund (IN) 1,035 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.