Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Sheet Metal Workers' Pension Plan Pension Plan
Data updated 2026-08-25
- $957M
- Total assets Above avg plan size
- 4,520
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $211,653
- Avg per participant Above avg balance/head
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.
- #9,813 in Construction (9,927 peers)
Coverage in California
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada covers 4,520 participants in California, 7.2x the typical California plan (state average ~630 per filing). Assets: $957M.
- #9,813
- in Construction (9,927 peers)
- -5.7%
- assets change YoY
- 9.6×
- vs typical plan assets (national mean)
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.
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's outsized position by total assets
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$956,671,741 Top 1% higher than 99% 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' Pension Plan of Southern California Arizona and Nevada'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' Pension Plan of Southern California Arizona and Nevada lands in the large band (4,520 participants).
Plan-year Form 5500 strip
Filing strip 956052257 · Board of Trustees, Sheet Metal Workers' Pension Plan PY 2022 · Defined Benefit (Pension)
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · $957M · 4,520 · 99th
- SCH $957M
- EBSA 4,520
- PART 99th
- TYPE Defined Benefit (Pension)
- NET near International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware
- BOOK ind #9813
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 California →
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Sheet Metal Workers' Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 55.844555277240296% vs 2022
- 2024 filing year
| 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.
- 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
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in PA ($956M); by covered participants it is Lockheed Martin Aerospace Hourly Pension Plan in MD (4,519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($957M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,520 participants); asset peers above are excluded.
- Lockheed Martin Aerospace Hourly Pension Plan (MD) 4,519 · 1 off
- Mymichigan Health Employees' Pension Plan (MI) 4,501 · 19 off
- Yum Brands Retirement Plan (KY) 4,539 · 19 off
- Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund (MI) 4,486 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.