Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Sheet Metal Workers Local Pension Plan Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
694
Participants Below avg headcount
91st
Percentile by assets National rank
$113,211
Avg per participant Below avg balance/head
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Official DOL plan name: Sheet Metal Workers Local Pension Plan · Sponsored by Board of Trustees Sheet Metal Workers Local Pension Plan · Ohio · Construction

$79M in assets, 694 participants

Board of Trustees Sheet Metal Workers Local Pension Plan's Sheet Metal Workers Local Pension Plan reported $79M in total assets and 694 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,933 in Construction (9,927 peers)

Where Sheet Metal Workers Local Pension Plan sits by assets

Sheet Metal Workers Local Pension Plan sits in the top 10% of all filed plans by assets, $79M for 694 participants (~$113,211/participant), up 78.0% in 2022.

#8,933
in Construction (9,927 peers)
+78.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Sheet Metal Workers Local Pension Plan's outsized position by total assets

Sheet Metal Workers Local Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$78,568,309 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local Pension Plan sits mid-pack in the medium band (694 participants).

Form 5500 schedule snapshot

Filing strip 346666753 · Board of Trustees Sheet Metal Workers Local Pension Plan PY 2022 · Defined Benefit (Pension)

Sheet Metal Workers Local Pension Plan · $79M · 694 · 91st

  • BOOK $79M
  • BOOK 694
  • BOOK 91st
  • BOOK Defined Benefit (Pension)
  • BOOK near SEIU Local No. 4 Pension Fund
  • BOOK ind #8933

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 Ohio →

Sheet Metal Workers Local Pension Plan in the asset neighbourhood

Palco Retirement Plan$79MSheet Metal Workers Local Pension PlanSheet Metal Workers Local Pe…$79MSEIU Local No. 4 Pension Fund$79MGridiron Fiber Retirement PlanGridiron Fiber Retirement Pl…$79MNasdaq Pension Plan$79M
End-of-year total assets ($M) among Sheet Metal Workers Local Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$78M
Net Income$34M
Employer EIN346666753
Plan Effective Date1961-05-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Sheet Metal Workers Local Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Sheet Metal Workers Local Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$80M 2.404057086171983% vs 2022
2024 filing year
$78M$79M$80M$81M 202220232024 $78.6M $80.5M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 694 $79M
2023 1 663 $80M
2024 1 670 $80M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Sheet Metal Workers Local Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Sheet Metal Workers Local Pension Plan, Total assets ($B): 0.078568309 · Participants: 694Sheet Metal Workers Local Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Sheet Metal Workers Local Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Sheet Metal Workers Local Pension Plan side-by-side with 3 peers →

Sheet Metal Workers Local Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is SEIU Local No. 4 Pension Fund in IL ($79M); by covered participants it is Road Carriers Local 707 Pension Fund in NY (694 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal Workers Local Pension Plan assets move in 2022? ▼
Sheet Metal Workers Local Pension Plan surged - up 78.0% during 2022, from $44M to $79M. Reported net income was $34M.
How have Board of Trustees Sheet Metal Workers Local Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Sheet Metal Workers Local Pension Plan's sponsor-wide assets grew 2.4%, from $79M to $80M.
Where does Sheet Metal Workers Local Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers Local Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is SEIU Local No. 4 Pension Fund in IL ($79M, 7,557 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Road Carriers Local 707 Pension Fund in NY (694 participants, $680M in assets).

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 346666753.

Read our methodology - how this data is sourced, computed, and verified.

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