Money Purchase · DOL Form 5500 · 2022
Sheet Metal Workers Unions Local 24 Money Purchase Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 386
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $116,377
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust · Sponsored by Sheet Metal Workers Unions Local 24 · Ohio · Construction
$45M in assets, 386 participants
Sheet Metal Workers Unions Local 24's Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust reported $45M in total assets and 386 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #8,478 in Construction (9,927 peers)
Where Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust sits by assets
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 386 participants (~$116,377/participant), up 2.5% in 2022.
- #8,478
- in Construction (9,927 peers)
- +2.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust's outsized position by total assets
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,921,605 Top 13% higher than 87% 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 24 Cincinnati Area Retirement Plan and Trust 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 24 Cincinnati Area Retirement Plan and Trust sits mid-pack in the medium band (386 participants).
Plan-year Form 5500 strip
Filing strip 311484966 · Sheet Metal Workers Unions Local 24 PY 2022 · Money Purchase
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust · $45M · 386 · 87th
- TYPE $45M
- TYPE 386
- TYPE 87th
- TYPE Money Purchase
- TYPE near National Democratic Institute for International Affairs Money Purchase Pension Plan
- TYPE ind #8478
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 24 Cincinnati Area Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $1M |
| Employer EIN | 311484966 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Unions Local 24)
Sponsor-wide plan assets over time
All Sheet Metal Workers Unions Local 24 plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 35.12767408911592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $45M |
| 2023 | 1 | 416 | $53M |
| 2024 | 1 | 423 | $61M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is National Democratic Institute for International Affairs Money Purchase Pension Plan in DC ($46M); by covered participants it is Painters and Allied Trades Local 1959 Retirement Plan in WA (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) $46M · 348
- Valley View Hospital Money Purchase Plan (CO) $46M · 1,198
- Delta Dental of Missouri Money Purchase Pension Plan (MO) $44M · 250
- Carteret County General Hospital Money Purchase Pension Plan (NC) $46M · 745
Similar participant headcount
Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.
- Painters and Allied Trades Local 1959 Retirement Plan (WA) 387 · 1 off
- Baptist Community Services 401(a) Retirement Plan (TX) 392 · 6 off
- Elliott Money Purchase Pension Plan (FL) 392 · 6 off
- Hawaii Tapers' Annuity Plan (HI) 380 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.