Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Sheet Metal Workers' Local 206 Money Purchase Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
971
Participants Near avg headcount
88th
Percentile by assets National rank
$50,289
Avg per participant Low balance/head
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Official DOL plan name: Sheet Metal Workers' Local 206 Section 401(a) Plan · Sponsored by Board of Trustees, Sheet Metal Workers' Local 206 · California · Construction

$49M in assets, 971 participants

Board of Trustees, Sheet Metal Workers' Local 206's Sheet Metal Workers' Local 206 Section 401(a) Plan reported $49M in total assets and 971 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.

  • #8,556 in Construction (9,927 peers)

Where Sheet Metal Workers' Local 206 Section 401(a) Plan sits by assets

Sheet Metal Workers' Local 206 Section 401(a) Plan sits in the top quartile of all filed plans by assets, $49M for 971 participants (~$50,289/participant), up 10.9% in 2022.

#8,556
in Construction (9,927 peers)
+10.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sheet Metal Workers' Local 206 Section 401(a) Plan's outsized position by total assets

Sheet Metal Workers' Local 206 Section 401(a) Plan vs every filed plan by assets

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

$48,830,218 Top 12% higher than 88% 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 206 Section 401(a) Plan 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. Sheet Metal Workers' Local 206 Section 401(a) Plan sits mid-pack in the medium band (971 participants).

Plan-year Form 5500 strip

Filing strip 330614939 · Board of Trustees, Sheet Metal Workers' Local 206 PY 2022 · Money Purchase

Sheet Metal Workers' Local 206 Section 401(a) Plan · $49M · 971 · 88th

  • 5500 $49M
  • 5500 971
  • 5500 88th
  • 5500 Money Purchase
  • 5500 near Medela LLC Employees Pension Plan
  • 5500 ind #8556

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 →

Sheet Metal Workers' Local 206 Section 401(a) Plan in the asset neighbourhood

Laborers Local 235 Annuity FundLaborers Local 235 Annuity F…$49MSheet Metal Workers' Local 206 Section 401(a) PlanSheet Metal Workers' Local 2…$49MMedela LLC Employees Pension PlanMedela LLC Employees Pension…$49MGreylock Management Corporation Pension PlanGreylock Management Corporat…$48MIndiana Members Credit Union Pension PlanIndiana Members Credit Union…$48M
End-of-year total assets ($M) among Sheet Metal Workers' Local 206 Section 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN330614939
Plan Effective Date1994-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Sheet Metal Workers' Local 206)

Sponsor-wide plan assets over time

All Board of Trustees, Sheet Metal Workers' Local 206 plans reported in each filing year

Latest sponsor-wide plan assets
$62M 26.289188387403883% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.8M $61.7M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 971 $49M
2023 1 1,021 $55M
2024 1 1,260 $62M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers' Local 206 Section 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sheet Metal Workers' Local 206 Section 401(a) Plan, Total assets ($B): 0.048830218 · Participants: 971Sheet Metal Workers' Local 206 Section 401(a) PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Sheet Metal Workers' Local 206 Section 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sheet Metal Workers' Local 206 Section 401(a) Plan side-by-side with 3 peers →

Sheet Metal Workers' Local 206 Section 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Medela LLC Employees Pension Plan in IL ($49M); by covered participants it is The Cleveland Glass & Glazing Industry Defined Contrib. Pension in OH (973 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (971 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 206 Section 401(a) Plan assets move in 2022? ▼
Sheet Metal Workers' Local 206 Section 401(a) Plan grew at a solid clip - up 10.9% during 2022, from $44M to $49M. Reported net income was $5M.
How have Board of Trustees, Sheet Metal Workers' Local 206 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Sheet Metal Workers' Local 206's sponsor-wide assets grew 26.3%, from $49M to $62M.
Where does Sheet Metal Workers' Local 206 Section 401(a) Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers' Local 206 Section 401(a) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Sheet Metal Workers' Local 206 Section 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Medela LLC Employees Pension Plan in IL ($49M, 452 participants).
Which Money Purchase plans cover a similar participant headcount to Sheet Metal Workers' Local 206 Section 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Cleveland Glass & Glazing Industry Defined Contrib. Pension in OH (973 participants, $56M 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 330614939.

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.