Profit Sharing · DOL Form 5500 · 2022
Bd of Trustees of the Smw Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $408M
- Total assets
- 2,794
- Participants
- 98th
- Percentile by assets
- $145,961
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $408M
- total plan assets (2022 EOY)
- 2,794
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $145,961
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sheet Metal Workers Annuity Fund Local Union No. 19 reports 2,794 participants - 3.4x that state average ($408M EOY assets).
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)
| 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.
Sheet Metal Workers Annuity Fund Local Union No. 19 vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers Annuity Fund Local Union No. 19 by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal Workers Annuity Fund Local Union No. 19 assets move in 2022? ▼
How have Bd of Trustees of the Smw Annuity Fund plan assets changed over time? ▼
Where does Sheet Metal Workers Annuity Fund Local Union No. 19 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal Workers Annuity Fund Local Union No. 19? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Annuity Fund Local Union No. 19's numbers.
- By total assets, Sheet Metal Workers Annuity Fund Local Union No. 19 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Bd of Trustees of the Smw Annuity Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans