Other · DOL Form 5500 · 2022

Trustees of Sheet Metal Workers Int'l Association Local No. 73 Retirement Plan

Data updated 2026-08-25

$560M
Total assets Above avg plan size
2,236
Participants Above avg headcount
98th
Percentile by assets National rank
$250,586
Avg per participant Above avg balance/head
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Official DOL plan name: Sheet Metal Workers International Association Local 73 Annuity Plan · Sponsored by Trustees of Sheet Metal Workers Int'l Association Local No. 73 · Illinois · Construction

$560M in assets, 2,236 participants

Trustees of Sheet Metal Workers Int'l Association Local No. 73's Sheet Metal Workers International Association Local 73 Annuity Plan reported $560M in total assets and 2,236 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.

  • #9,737 in Construction (9,927 peers)

Coverage in Illinois

Sheet Metal Workers International Association Local 73 Annuity Plan covers 2,236 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $560M.

#9,737
in Construction (9,927 peers)
+2.1%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Sheet Metal Workers International Association Local 73 Annuity Plan's outsized position by total assets

Sheet Metal Workers International Association Local 73 Annuity Plan vs every filed plan by assets

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

$560,309,375 Top 2% higher than 98% 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 International Association Local 73 Annuity Plan'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 International Association Local 73 Annuity Plan lands in the large band (2,236 participants).

Published 5500 schedule card

Filing strip 205002115 · Trustees of Sheet Metal Workers Int'l Association Local No. 73 PY 2022 · Other

Sheet Metal Workers International Association Local 73 Annuity Plan · $560M · 2,236 · 98th

  • SCH $560M
  • SCH 2,236
  • SCH 98th
  • SCH Other
  • SCH near Seton Hall University Retirement Plan
  • SCH ind #9737

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 Illinois →

Sheet Metal Workers International Association Local 73 Annuity Plan in the asset neighbourhood

Sheet Metal Workers International Association Local 73 Annuity PlanSheet Metal Workers Internat…$560MSeton Hall University Retirement PlanSeton Hall University Retire…$559MSharp Healthcare 403(b) Tax Deferred Retirement PlanSharp Healthcare 403(b) Tax …$559MH. Lee Moffitt Cancer Center and ResearchH. Lee Moffitt Cancer Center…$558MChildren's Medical Center of Dallas Employee Savings Plan 403(b) ComponentChildren's Medical Center of…$558M
End-of-year total assets ($M) among Sheet Metal Workers International Association Local 73 Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$549M
Net Assets (End of Year)$560M
Net Income$12M
Employer EIN205002115
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers Int'l Association Local No. 73)

Sponsor-wide plan assets over time

All Trustees of Sheet Metal Workers Int'l Association Local No. 73 plans reported in each filing year

Latest sponsor-wide plan assets
$708M 26.275113993943076% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $560M $708M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 2,236 $560M
2023 1 2,190 $653M
2024 1 1,764 $708M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers International Association Local 73 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants Sheet Metal Workers International Association Local 73 Annuity Plan, Total assets ($B): 0.560309375 · Participants: 2236Sheet Metal Workers International Association Local 73 Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Sheet Metal Workers International Association Local 73 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Sheet Metal Workers International Association Local 73 Annuity Plan side-by-side with 3 peers →

Sheet Metal Workers International Association Local 73 Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Seton Hall University Retirement Plan in NJ ($559M); by covered participants it is Goodwill Northern New England 403(b) Plan in ME (2,236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,236 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 International Association Local 73 Annuity Plan assets move in 2022? ▼
Sheet Metal Workers International Association Local 73 Annuity Plan edged up modestly - up 2.1% during 2022, from $549M to $560M. Reported net income was $12M.
How have Trustees of Sheet Metal Workers Int'l Association Local No. 73 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers Int'l Association Local No. 73's sponsor-wide assets grew 26.3%, from $560M to $708M.
Where does Sheet Metal Workers International Association Local 73 Annuity Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers International Association Local 73 Annuity Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Sheet Metal Workers International Association Local 73 Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Seton Hall University Retirement Plan in NJ ($559M, 1,394 participants).
Which Other plans cover a similar participant headcount to Sheet Metal Workers International Association Local 73 Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Northern New England 403(b) Plan in ME (2,236 participants, $13M 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 205002115.

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.