Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Sheet Metal Workers' Pension Plan Pension Plan
Data updated 2026-08-06
- $957M
- Total assets
- 4,520
- Participants
- 99th
- Percentile by assets
- $211,653
- Avg per participant
Official DOL plan name: Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · Sponsored by Board of Trustees, Sheet Metal Workers' Pension Plan · California · Construction
$957M in assets, 4,520 participants
Board of Trustees, Sheet Metal Workers' Pension Plan's Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reported $957M in total assets and 4,520 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,824 in Construction (9,938 peers)
Coverage in California
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada covers 4,520 participants in California, 7.1x the typical California plan (state average ~637 per filing). Assets: $957M.
- $957M
- total plan assets (2022 EOY)
- 4,520
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $211,653
- avg assets per participant
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reports 4,520 participants - 7.1x that state average ($957M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $951M |
| Net Income | -$56M |
| Employer EIN | 956052257 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sheet Metal Workers' Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,291 | $3.2B |
| 2023 | 1 | 5,299 | $1.3B |
| 2024 | 1 | 5,402 | $1.4B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada by total assets, not by location.
- International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware (PA) $956M · 2,860
- Group Retirement Income Plan No.16 (IL) $960M · 3,722
- Ufcw Local 1262 & Employers Pension Fund (NJ) $960M · 5,855
- Desert States Employers & Ufcw Unions Pension Plan (AZ) $960M · 25,673
Frequently Asked Questions
How did Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada assets move in 2022? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's numbers.
- By total assets, Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Sheet Metal Workers' Pension Plan's sponsor-wide assets have declined 55.8% since 2022 across 3 plan years on file. More Construction plans