401(k) · DOL Form 5500 · 2022

The Trustees of Sheet Metal Workers' Local Union No 80 Annuity 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
1,515
Participants Near avg headcount
93rd
Percentile by assets National rank
$69,356
Avg per participant Below avg balance/head
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Official DOL plan name: Sheet Metal Workers Local Union No. 80 Annuity Fund · Sponsored by The Trustees of Sheet Metal Workers' Local Union No 80 Annuity · Michigan · Construction

$105M in assets, 1,515 participants

The Trustees of Sheet Metal Workers' Local Union No 80 Annuity's Sheet Metal Workers Local Union No. 80 Annuity Fund reported $105M in total assets and 1,515 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,110 in Construction (9,927 peers)

Coverage in Michigan

Sheet Metal Workers Local Union No. 80 Annuity Fund covers 1,515 participants in Michigan, 2.4x the typical Michigan plan (state average ~638 per filing). Assets: $105M.

#9,110
in Construction (9,927 peers)
+0.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Sheet Metal Workers Local Union No. 80 Annuity Fund's outsized position by total assets

Sheet Metal Workers Local Union No. 80 Annuity Fund vs every filed plan by assets

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

$105,074,700 Top 7% higher than 93% 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 Union No. 80 Annuity Fund'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 Local Union No. 80 Annuity Fund lands in the large band (1,515 participants).

Published 5500 schedule card

Filing strip 382941426 · The Trustees of Sheet Metal Workers' Local Union No 80 Annuity PY 2022 · 401(k)

Sheet Metal Workers Local Union No. 80 Annuity Fund · $105M · 1,515 · 93rd

  • SCH $105M
  • SCH 1,515
  • SCH 93rd
  • SCH 401(k)
  • SCH near Unigroup, C.a. Resources for Employees' Leisure Years Plan
  • SCH ind #9110

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 Michigan →

Sheet Metal Workers Local Union No. 80 Annuity Fund in the asset neighbourhood

Nab Pension Retirement Plan & TrustNab Pension Retirement Plan …$105MSheet Metal Workers Local Union No. 80 Annuity FundSheet Metal Workers Local Un…$105MUnigroup, C.a. Resources for Employees' Leisure Years PlanUnigroup, C.a. Resources for…$105MDeborah Heart and Lung Center 401(k) PlanDeborah Heart and Lung Cente…$105MThe Contractors Retirement PlanThe Contractors Retirement P…$105M
End-of-year total assets ($M) among Sheet Metal Workers Local Union No. 80 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$105M
Net Income$630K
Employer EIN382941426
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Trustees of Sheet Metal Workers' Local Union No 80 Annuity)

Sponsor-wide plan assets over time

All The Trustees of Sheet Metal Workers' Local Union No 80 Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$130M 23.252853446167347% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $130M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 1,515 $105M
2023 1 1,712 $121M
2024 1 1,656 $130M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local Union No. 80 Annuity Fund vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Sheet Metal Workers Local Union No. 80 Annuity Fund, Total assets ($B): 0.1050747 · Participants: 1515Sheet Metal Workers Local Union No. 80 Annuity FundGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sheet Metal Workers Local Union No. 80 Annuity Fund vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sheet Metal Workers Local Union No. 80 Annuity Fund side-by-side with 3 peers →

Sheet Metal Workers Local Union No. 80 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Unigroup, C.a. Resources for Employees' Leisure Years Plan in MO ($105M); by covered participants it is Quality Dining, Inc. Retirement Plan and Trust in IN (1,515 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,515 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 Union No. 80 Annuity Fund assets move in 2022? ▼
Sheet Metal Workers Local Union No. 80 Annuity Fund held essentially flat - up 0.6% during 2022, from $104M to $105M. Reported net income was $630K.
How have The Trustees of Sheet Metal Workers' Local Union No 80 Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Trustees of Sheet Metal Workers' Local Union No 80 Annuity's sponsor-wide assets grew 23.3%, from $105M to $130M.
Where does Sheet Metal Workers Local Union No. 80 Annuity Fund rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Union No. 80 Annuity Fund ranks in the 93rd 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 401(k) plans are similar in size to Sheet Metal Workers Local Union No. 80 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Unigroup, C.a. Resources for Employees' Leisure Years Plan in MO ($105M, 749 participants).
Which 401(k) plans cover a similar participant headcount to Sheet Metal Workers Local Union No. 80 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Dining, Inc. Retirement Plan and Trust in IN (1,515 participants, $18M 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 382941426.

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.