Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees of the Smw Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $408M
- Total assets Above avg plan size
- 2,794
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $145,961
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Annuity Fund Local Union No. 19 · Sponsored by Bd of Trustees of the Smw Annuity Fund · Pennsylvania · Administrative & Support Services
$408M in assets, 2,794 participants
Bd of Trustees of the Smw Annuity Fund's Sheet Metal Workers Annuity Fund Local Union No. 19 reported $408M in total assets and 2,794 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.
- #4,884 in Administrative & Support Services (4,927 peers)
Coverage in Pennsylvania
Sheet Metal Workers Annuity Fund Local Union No. 19 covers 2,794 participants in Pennsylvania, 3.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $408M.
- #4,884
- in Administrative & Support Services (4,927 peers)
- -1.2%
- assets change YoY
- 4.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Annuity Fund Local Union No. 19's outsized position by total assets
Sheet Metal Workers Annuity Fund Local Union No. 19 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$407,816,092 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 Annuity Fund Local Union No. 19'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 Annuity Fund Local Union No. 19 lands in the large band (2,794 participants).
EBSA filing schedule strip
Filing strip 232245696 · Bd of Trustees of the Smw Annuity Fund PY 2022 · Profit Sharing
Sheet Metal Workers Annuity Fund Local Union No. 19 · $408M · 2,794 · 98th
- EOY $408M
- 5500 2,794
- ASSETS 98th
- PCT Profit Sharing
- EIN near University of Maryland Medical System 401(a) Defined Contribution Plan
- RANK ind #4884
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 Pennsylvania →
Sheet Metal Workers Annuity Fund Local Union No. 19 in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $413M |
|---|---|
| Net Assets (End of Year) | $408M |
| Net Income | -$5M |
| Employer EIN | 232245696 |
| Plan Effective Date | 1983-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees of the Smw Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees of the Smw Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $474M 16.242387512261285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,794 | $408M |
| 2023 | 1 | 2,783 | $456M |
| 2024 | 1 | 2,850 | $474M |
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 Annuity Fund Local Union No. 19's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is University of Maryland Medical System 401(a) Defined Contribution Plan in MD ($413M); by covered participants it is American Heart Association, Inc. Qualified Retirement Plan in TX (2,793 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($408M here).
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) $413M · 7,605
- Hawaii Electricians Annuity Plan (HI) $402M · 2,531
- Medical Information Technology, Inc. Profit Sharing Plan (MA) $414M · 3,109
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B (NV) $401M · 4,188
Similar participant headcount
Nearest other-state filings by covered participants (2,794 participants); asset peers above are excluded.
- American Heart Association, Inc. Qualified Retirement Plan (TX) 2,793 · 1 off
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 2,798 · 4 off
- Heritage Christian Services, Inc. Retirement Plan (NY) 2,788 · 6 off
- Nfl Player Annuity Program (MD) 2,781 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.