Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Southern California Sheet Metal Money Purchase Plan
Data updated 2026-08-11
- $444M
- Total assets
- 4,288
- Participants
- 98th
- Percentile by assets
- $103,635
- Avg per participant
Official DOL plan name: Southern California Sheet Metal Workers' 401(a) Plan · Sponsored by Board of Trustees, Southern California Sheet Metal · California · Construction
$444M in assets, 4,288 participants
Board of Trustees, Southern California Sheet Metal's Southern California Sheet Metal Workers' 401(a) Plan reported $444M in total assets and 4,288 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.
- 98th percentile by assets (of 139,126 plans)
- #9,674 in Construction (9,927 peers)
Coverage in California
Southern California Sheet Metal Workers' 401(a) Plan covers 4,288 participants in California, 6.8x the typical California plan (state average ~630 per filing). Assets: $444M.
- $444M
- total plan assets (2022 EOY)
- 4,288
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $103,635
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Southern California Sheet Metal Workers' 401(a) Plan reports 4,288 participants - 6.8x that state average ($444M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $403M |
|---|---|
| Net Assets (End of Year) | $444M |
| Net Income | $41M |
| Employer EIN | 330319259 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Sheet Metal)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,288 | $444M |
| 2023 | 1 | 4,054 | $490M |
| 2024 | 1 | 4,074 | $548M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern California Sheet Metal Workers' 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern California Sheet Metal Workers' 401(a) Plan by total assets, not by location.
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $445M · 2,827
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $442M · 19,164
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $441M · 6,972
- Middlebury College Core Retirement Plan (VT) $455M · 1,658
Frequently Asked Questions
How did Southern California Sheet Metal Workers' 401(a) Plan assets move in 2022? ▼
How have Board of Trustees, Southern California Sheet Metal plan assets changed over time? ▼
Where does Southern California Sheet Metal Workers' 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern California Sheet Metal Workers' 401(a) Plan? ▼
Next read for Southern California Sheet Metal Workers'…
Filing takeaways
Ways to act on Southern California Sheet Metal Workers' 401(a) Plan's numbers.
- By total assets, Southern California Sheet Metal Workers' 401(a) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Southern California Sheet Metal's sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Construction plans