Profit Sharing · DOL Form 5500 · 2022
Sheet Metal Workers Local 46 Annuity Plan Board of Trustees Profit Sharing Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 379
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $102,951
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local 46 Annuity Plan · Sponsored by Sheet Metal Workers Local 46 Annuity Plan Board of Trustees · New York · Construction
$39M in assets, 379 participants
Sheet Metal Workers Local 46 Annuity Plan Board of Trustees's Sheet Metal Workers Local 46 Annuity Plan reported $39M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #8,355 in Construction (9,927 peers)
Coverage in New York
Sheet Metal Workers Local 46 Annuity Plan covers 379 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $39M.
- #8,355
- in Construction (9,927 peers)
- +5.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 46 Annuity Plan's outsized position by total assets
Sheet Metal Workers Local 46 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,018,325 Top 14% higher than 86% 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 Local 46 Annuity 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 46 Annuity Plan sits mid-pack in the medium band (379 participants).
Form 5500 schedule snapshot
Filing strip 161168659 · Sheet Metal Workers Local 46 Annuity Plan Board of Trustees PY 2022 · Profit Sharing
Sheet Metal Workers Local 46 Annuity Plan · $39M · 379 · 86th
- TYPE $39M
- NET 379
- BOOK 86th
- VS-ST Profit Sharing
- BOY near Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
- SCH ind #8355
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 New York →
Sheet Metal Workers Local 46 Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $2M |
| Employer EIN | 161168659 |
| Plan Effective Date | 1981-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 46 Annuity Plan Board of Trustees)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local 46 Annuity Plan Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 21.161838700149225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 379 | $39M |
| 2023 | 1 | 371 | $44M |
| 2024 | 1 | 396 | $47M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Sheet Metal Workers Local 46 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in MN ($39M); by covered participants it is Shamrock 401(k) Plan in IL (379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan (MN) $39M · 17
- Whap PA Profit Sharing Plan (NC) $39M · N/A
- Plumbers & Pipefitters Local 625 Pension Plan (WV) $39M · N/A
- Heifer International 403(b) Plan (AR) $39M · 228
Similar participant headcount
Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.
- Shamrock 401(k) Plan (IL) 379 · 0 off
- Bac #1 Supplemental Retirement Fund (MN) 378 · 1 off
- Autocentro Toyota 1165(e) Savings Plan (PR) 378 · 1 off
- Sunset Retirement Communities, Inc. Savings and Retirement Plan (OH) 377 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.