Defined Benefit (Pension) · DOL Form 5500 · 2022
Sheet Metal Workers Local Union No. 268 Pension Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 349
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $148,972
- Avg per participant Above avg balance/head
Official DOL plan name: Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement · Sponsored by Sheet Metal Workers Local Union No. 268 · Illinois · Construction
$52M in assets, 349 participants
Sheet Metal Workers Local Union No. 268's Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement reported $52M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #8,609 in Construction (9,927 peers)
Coverage in Illinois
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement covers 349 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $52M.
- #8,609
- in Construction (9,927 peers)
- -0.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement's outsized position by total assets
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,991,240 Top 12% higher than 88% 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
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement 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. Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement sits mid-pack in the medium band (349 participants).
Plan-year Form 5500 strip
Filing strip 370557803 · Sheet Metal Workers Local Union No. 268 PY 2022 · Defined Benefit (Pension)
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement · $52M · 349 · 88th
- PART $52M
- PART 349
- PART 88th
- PART Defined Benefit (Pension)
- PART near Teamsters Local 211 Pension Fund
- PART ind #8609
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 →
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$87K |
| Employer EIN | 370557803 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local Union No. 268)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local Union No. 268 plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 24.616091095346064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $52M |
| 2023 | 1 | 351 | $60M |
| 2024 | 1 | 361 | $65M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Teamsters Local 211 Pension Fund in PA ($52M); by covered participants it is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (349 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.