Profit Sharing · DOL Form 5500 · 2022
Sheet Metal Workers Local No. 17 Annuity Income Fund Profit Sharing Plan
Data updated 2026-08-25
- $540M
- Total assets Above avg plan size
- 2,153
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $251,029
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local 17 Annuity Income Fund · Sponsored by Sheet Metal Workers Local No. 17 Annuity Income Fund · Massachusetts · Administrative & Support Services
$540M in assets, 2,153 participants
Sheet Metal Workers Local No. 17 Annuity Income Fund's Sheet Metal Workers Local 17 Annuity Income Fund reported $540M in total assets and 2,153 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #4,896 in Administrative & Support Services (4,927 peers)
Coverage in Massachusetts
Sheet Metal Workers Local 17 Annuity Income Fund covers 2,153 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $540M.
- #4,896
- in Administrative & Support Services (4,927 peers)
- +27.6%
- assets growth YoY
- 5.4×
- 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.
Sheet Metal Workers Local 17 Annuity Income Fund's outsized position by total assets
Sheet Metal Workers Local 17 Annuity Income Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$540,464,451 Top 2% higher than 98% 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 17 Annuity Income 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 17 Annuity Income Fund lands in the large band (2,153 participants).
DOL schedule card
Filing strip 046394579 · Sheet Metal Workers Local No. 17 Annuity Income Fund PY 2022 · Profit Sharing
Sheet Metal Workers Local 17 Annuity Income Fund · $540M · 2,153 · 98th
- PHOTO $540M
- PHOTO 2,153
- PHOTO 98th
- PHOTO Profit Sharing
- PHOTO near Sheet Metal Workers Local Union No. 28 Annuity Fund
- PHOTO ind #4896
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Sheet Metal Workers Local 17 Annuity Income Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $540M |
| Net Income | -$21M |
| Employer EIN | 046394579 |
| Plan Effective Date | 1975-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local No. 17 Annuity Income Fund)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local No. 17 Annuity Income Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $656M 21.42736118642519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,153 | $540M |
| 2023 | 1 | 2,868 | $617M |
| 2024 | 1 | 3,065 | $656M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Medical Information Technology, Inc. Profit Sharing Plan $414M · 3,109
Sheet Metal Workers Local 17 Annuity Income Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Sheet Metal Workers Local Union No. 28 Annuity Fund in NY ($541M); by covered participants it is United Regional Health Care System 401(a) Retirement Savings Plan in TX (2,150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($540M here).
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) $541M · 3,871
- Fairview Health Services Pension Plan (MN) $542M · 5,177
- Legacy Health Defined Contribution Retirement Plan (OR) $557M · 10,849
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $558M · 2,434
Similar participant headcount
Nearest other-state filings by covered participants (2,153 participants); asset peers above are excluded.
- United Regional Health Care System 401(a) Retirement Savings Plan (TX) 2,150 · 3 off
- United Regional Health Care System Retirement Savings Plan (TX) 2,150 · 3 off
- Bricklayers & Allied Craftsmen Local 2 Annuity Fund (NY) 2,146 · 7 off
- Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan (NH) 2,175 · 22 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.