Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Sheet Metal Workers' Local 206 Money Purchase Plan
Data updated 2026-08-11
- $49M
- Total assets
- 971
- Participants
- 88th
- Percentile by assets
- $50,289
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $49M
- total plan assets (2022 EOY)
- 971
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $50,289
- avg assets per participant
Sheet Metal Workers' Local 206 Section 401(a) Plan vs the 2022 asset distribution
By assets, Sheet Metal Workers' Local 206 Section 401(a) Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 330614939 |
| Plan Effective Date | 1994-08-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sheet Metal Workers' Local 206)
| 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
- 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 Sheet Metal Workers' Local 206 Section 401(a) Plan by total assets, not by location.
- Medela LLC Employees Pension Plan (IL) $49M · 452
- Laborers Local 235 Annuity Fund (NY) $49M · 2,959
- Greylock Management Corporation Pension Plan (MA) $48M · 59
- Indiana Members Credit Union Pension Plan (IN) $48M · 368
Frequently Asked Questions
How did Sheet Metal Workers' Local 206 Section 401(a) Plan assets move in 2022? ▼
How have Board of Trustees, Sheet Metal Workers' Local 206 plan assets changed over time? ▼
Where does Sheet Metal Workers' Local 206 Section 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sheet Metal Workers' Local 206 Section 401(a) Plan? ▼
Next read for Sheet Metal Workers' Local 206 Section 4…
Scale reading
Ways to act on Sheet Metal Workers' Local 206 Section 401(a) Plan's numbers.
- By total assets, Sheet Metal Workers' Local 206 Section 401(a) Plan ranks in the top quartile 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, Sheet Metal Workers' Local 206's sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Construction plans