Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
247
Participants Below avg headcount
92nd
Percentile by assets National rank
$338,086
Avg per participant High balance/head
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Official DOL plan name: Employer-Industrial Sheet Metal Workers Local 16 Pension Trust · Sponsored by Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr · Oregon · Manufacturing

$84M in assets, 247 participants

Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr's Employer-Industrial Sheet Metal Workers Local 16 Pension Trust reported $84M in total assets and 247 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.

  • #18,017 in Manufacturing (20,602 peers)

Where Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits by assets

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits in the top 10% of all filed plans by assets, $84M for 247 participants (~$338,086/participant), down 19.8% in 2022.

#18,017
in Manufacturing (20,602 peers)
-19.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust's outsized position by total assets

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$83,507,364 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust 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. Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits mid-pack in the medium band (247 participants).

Form 5500 schedule snapshot

Filing strip 510171397 · Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr PY 2022 · Defined Benefit (Pension)

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust · $84M · 247 · 92nd

  • VS-ST $84M
  • VS-ST 247
  • VS-ST 92nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan for Employees of South Jersey Industries, Inc.
  • VS-ST ind #18017

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 Manufacturing retirement plans → · Plans in Oregon →

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust in the asset neighbourhood

Joint Comm on Acred of Healthcare Org Accnt Based Retir PlnJoint Comm on Acred of Healt…$84MRet. Program for Ees of Viskase Companies, Inc.Ret. Program for Ees of Visk…$84MUAW Employees' Pension and Severance PlanUAW Employees' Pension and S…$84MEmployer-Industrial Sheet Metal Workers Local 16 Pension TrustEmployer-Industrial Sheet Me…$84MRetirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$83M
End-of-year total assets ($M) among Employer-Industrial Sheet Metal Workers Local 16 Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$83M
Net Income-$21M
Employer EIN510171397
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr)

Sponsor-wide plan assets over time

All Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr plans reported in each filing year

Latest sponsor-wide plan assets
$91M 8.454604075396272% vs 2022
2024 filing year
$80M$85M$90M$95M 202220232024 $83.5M $90.6M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 247 $84M
2023 1 255 $89M
2024 1 268 $91M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants Employer-Industrial Sheet Metal Workers Local 16 Pension Trust, Total assets ($B): 0.083507364 · Participants: 247Employer-Industrial Sheet Metal Workers Local 16 Pension TrustXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Employer-Industrial Sheet Metal Workers Local 16 Pension Trust side-by-side with 3 peers →

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of South Jersey Industries, Inc. in NJ ($83M); by covered participants it is Insulators Local No. 96 Pension Fund in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employer-Industrial Sheet Metal Workers Local 16 Pension Trust assets move in 2022? ▼
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust declined sharply - down 19.8% during 2022, from $104M to $84M. Reported net income was -$21M.
How have Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Employer - Industrial Sheet Metal Workers 16 Pension Tr's sponsor-wide assets grew 8.5%, from $84M to $91M.
Where does Employer-Industrial Sheet Metal Workers Local 16 Pension Trust rank by assets among Form 5500 filers? ▼
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employer-Industrial Sheet Metal Workers Local 16 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of South Jersey Industries, Inc. in NJ ($83M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employer-Industrial Sheet Metal Workers Local 16 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Insulators Local No. 96 Pension Fund in TN (247 participants, $22M in assets).

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 510171397.

Read our methodology - how this data is sourced, computed, and verified.

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