Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Sheet Metal Workers Pension Fund of Local Union No. 19

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sheet Metal Workers Pension Fund of Local Union · Pennsylvania · Administrative & Support Services

What the 2023 filing shows

Sheet Metal Workers Pension Fund of Local Union No. 19 holds $470M for 1,800 participants — about $260,867 per participant, down 1.0% over the 2022 plan year.

$470M
total plan assets (2022 EOY)
1,800
covered participants
$260,867
avg assets per participant
-1.0%
assets change YoY

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.

Total Assets (2023)
$470M
Participants
1,800
State
Industry
Administrative & Support Services

What the Filing Says About Sheet Metal Workers Pension Fund of Local Union No. 19

Sheet Metal Workers Pension Fund of Local Union No. 19 is a Defined Benefit (Pension) retirement plan sponsored by Sheet Metal Workers Pension Fund of Local Union, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $470M in total end-of-year assets and covers 1,800 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231494364, and the plan has been effective since 1956-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $474M at the beginning of 2022 to $470M at year-end — a decline of 1.0%. Net assets (after liabilities) closed the year at $469M, with reported net income of $-4,639,396 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$474M
Total Assets (End of Year)$470M
Net Assets (End of Year)$469M
Net Income$-4,639,396
Plan TypeDefined Benefit (Pension)
Employer EIN231494364
Plan Effective Date1956-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Pension Fund of Local Union)

Year Plans Participants Total Assets
2022 1 1,800 $470M
2023 1 1,809 $487M
2024 1 1,838 $519M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sheet Metal Workers Pension Fund of Local Union No. 19?
As of the 2022 Form 5500 filing, Sheet Metal Workers Pension Fund of Local Union No. 19 holds $470M in total assets with 1,800 participants. It is sponsored by Sheet Metal Workers Pension Fund of Local Union.
What type of plan is Sheet Metal Workers Pension Fund of Local Union No. 19?
Sheet Metal Workers Pension Fund of Local Union No. 19 is a Defined Benefit (Pension) plan. It has been effective since 1956-05-01. The plan is filed with the U.S. Department of Labor under EIN 231494364.
Who sponsors the Sheet Metal Workers Pension Fund of Local Union No. 19?
Sheet Metal Workers Pension Fund of Local Union No. 19 is sponsored by Sheet Metal Workers Pension Fund of Local Union, located in Pennsylvania. The sponsor's EIN is 231494364 and the plan operates in the Administrative & Support Services industry.
How did Sheet Metal Workers Pension Fund of Local Union No. 19 perform in 2022?
Sheet Metal Workers Pension Fund of Local Union No. 19 declined by 1.0% during 2022, moving from $474M to $470M in total assets. Net income was $-4,639,396.
Where can I find official filings for Sheet Metal Workers Pension Fund of Local Union No. 19?
Official Form 5500 filings for Sheet Metal Workers Pension Fund of Local Union No. 19 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231494364 or plan name at efast.dol.gov.
How does Sheet Metal Workers Pension Fund of Local Union No. 19 compare to other plans?
You can compare Sheet Metal Workers Pension Fund of Local Union No. 19 against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231494364.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.