Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the Sheet Metal Workers 73 Pension Fund Pension Plan

Data updated 2026-08-25

$653M
Total assets Above avg plan size
1,887
Participants Near avg headcount
98th
Percentile by assets National rank
$346,039
Avg per participant High balance/head
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Official DOL plan name: Sheet Metal Workers' Local 73 Pension Fund · Sponsored by Board of Trustees of the Sheet Metal Workers 73 Pension Fund · Illinois · Construction

$653M in assets, 1,887 participants

Board of Trustees of the Sheet Metal Workers 73 Pension Fund's Sheet Metal Workers' Local 73 Pension Fund reported $653M in total assets and 1,887 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.

  • #9,765 in Construction (9,927 peers)

Coverage in Illinois

Sheet Metal Workers' Local 73 Pension Fund covers 1,887 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $653M.

#9,765
in Construction (9,927 peers)
+4.6%
assets growth YoY
6.6×
vs typical plan assets (national mean)

Sheet Metal Workers' Local 73 Pension Fund's outsized position by total assets

Sheet Metal Workers' Local 73 Pension Fund vs every filed plan by assets

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

$652,976,032 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' Local 73 Pension 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 73 Pension Fund lands in the large band (1,887 participants).

Published 5500 schedule card

Filing strip 516126221 · Board of Trustees of the Sheet Metal Workers 73 Pension Fund PY 2022 · Defined Benefit (Pension)

Sheet Metal Workers' Local 73 Pension Fund · $653M · 1,887 · 98th

  • BOY $653M
  • SCH 1,887
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Jones Day Qualified Defined Benefit Plan
  • NET ind #9765

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' Local 73 Pension Fund in the asset neighbourhood

Federated Mutual Retirement PlanFederated Mutual Retirement …$654MJm Family Enterprises, Inc. Associates' Retirement PlanJm Family Enterprises, Inc. …$653MJones Day Qualified Defined Benefit PlanJones Day Qualified Defined …$653MSheet Metal Workers' Local 73 Pension FundSheet Metal Workers' Local 7…$653MJohns Hopkins University Support Staff Pension PlanJohns Hopkins University Sup…$652M
End-of-year total assets ($M) among Sheet Metal Workers' Local 73 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$625M
Net Assets (End of Year)$651M
Net Income$29M
Employer EIN516126221
Plan Effective Date1953-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Sheet Metal Workers 73 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of the Sheet Metal Workers 73 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$786M 20.324836517123497% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $653M $786M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,887 $653M
2023 1 1,865 $718M
2024 1 1,914 $786M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers' Local 73 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Sheet Metal Workers' Local 73 Pension Fund, Total assets ($B): 0.652976032 · Participants: 1887Sheet Metal Workers' Local 73 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Sheet Metal Workers' Local 73 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Sheet Metal Workers' Local 73 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Jones Day Qualified Defined Benefit Plan in OH ($653M); by covered participants it is Teamsters Union No. 142 Pension Fund in IN (1,888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($653M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,887 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 73 Pension Fund assets move in 2022? ▼
Sheet Metal Workers' Local 73 Pension Fund edged up modestly - up 4.6% during 2022, from $625M to $653M. Reported net income was $29M.
How have Board of Trustees of the Sheet Metal Workers 73 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Sheet Metal Workers 73 Pension Fund's sponsor-wide assets grew 20.3%, from $653M to $786M.
Where does Sheet Metal Workers' Local 73 Pension Fund rank by assets among Form 5500 filers? ▼
Sheet Metal Workers' Local 73 Pension Fund 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 Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local 73 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jones Day Qualified Defined Benefit Plan in OH ($653M, 946 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers' Local 73 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union No. 142 Pension Fund in IN (1,888 participants, $582M in assets).