Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Southern California Sheet Metal Money Purchase Plan
Data updated 2026-08-25
- $444M
- Total assets Above avg plan size
- 4,288
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $103,635
- Avg per participant Below avg balance/head
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.
- #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.
- #9,674
- in Construction (9,927 peers)
- +10.2%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Southern California Sheet Metal Workers' 401(a) Plan's outsized position by total assets
Southern California Sheet Metal Workers' 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$444,385,388 Top 2% higher than 98% 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
Southern California Sheet Metal Workers' 401(a) Plan'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. Southern California Sheet Metal Workers' 401(a) Plan lands in the large band (4,288 participants).
Published 5500 schedule card
Filing strip 330319259 · Board of Trustees, Southern California Sheet Metal PY 2022 · Money Purchase
Southern California Sheet Metal Workers' 401(a) Plan · $444M · 4,288 · 98th
- BOOK $444M
- VS-ST 4,288
- BOY 98th
- SCH Money Purchase
- EBSA near Painters and Allied Trades District Council No.35 Annuity Fund
- PART ind #9674
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 California →
Southern California Sheet Metal Workers' 401(a) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Sheet Metal plans reported in each filing year
- Latest sponsor-wide plan assets
- $548M 23.24300366059741% vs 2022
- 2024 filing year
| 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.
- 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
Southern California Sheet Metal Workers' 401(a) Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Painters and Allied Trades District Council No.35 Annuity Fund in MA ($445M); by covered participants it is Nysa-Ila Money Purchase Pension Fund and Plan in NJ (4,255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($444M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,288 participants); asset peers above are excluded.
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) 4,255 · 33 off
- Mainegeneral Health Retirement Income Plan (ME) 4,330 · 42 off
- The Cleveland Clinic Foundation Cash Balance Plan (OH) 4,506 · 218 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,522 · 234 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.