401(k) · DOL Form 5500 · 2022

Jt Bd of Ttees-Sheet Metal Lcl 124 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
268
Participants Below avg headcount
84th
Percentile by assets National rank
$121,660
Avg per participant Near avg balance/head
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Official DOL plan name: Sheet Metal Workers Local No 124 Supplemental Reti · Sponsored by Jt Bd of Ttees-Sheet Metal Lcl 124 · Oklahoma · Other Services

$33M in assets, 268 participants

Jt Bd of Ttees-Sheet Metal Lcl 124's Sheet Metal Workers Local No 124 Supplemental Reti reported $33M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,734 in Other Services (8,398 peers)

Coverage in Oklahoma

Sheet Metal Workers Local No 124 Supplemental Reti covers 268 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $33M.

#7,734
in Other Services (8,398 peers)
+8.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sheet Metal Workers Local No 124 Supplemental Reti's outsized position by total assets

Sheet Metal Workers Local No 124 Supplemental Reti vs every filed plan by assets

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

$32,604,805 Top 16% higher than 84% 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 No 124 Supplemental Reti 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 No 124 Supplemental Reti sits mid-pack in the medium band (268 participants).

Published 5500 schedule card

Filing strip 736145795 · Jt Bd of Ttees-Sheet Metal Lcl 124 PY 2022 · 401(k)

Sheet Metal Workers Local No 124 Supplemental Reti · $33M · 268 · 84th

  • IND $33M
  • IND 268
  • IND 84th
  • IND 401(k)
  • IND near Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust
  • IND ind #7734

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 Other Services retirement plans → · Plans in Oklahoma →

Sheet Metal Workers Local No 124 Supplemental Reti in the asset neighbourhood

Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. S…$33MWarrior Met Coal, Inc. Salaried 401(k) PlanWarrior Met Coal, Inc. Salar…$33MSheet Metal Workers Local No 124 Supplemental RetiSheet Metal Workers Local No…$33MTencate Protective Fabrics Savings PlanTencate Protective Fabrics S…$33MEducational Federal Credit UnionEducational Federal Credit U…$33M
End-of-year total assets ($M) among Sheet Metal Workers Local No 124 Supplemental Reti and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN736145795
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Bd of Ttees-Sheet Metal Lcl 124)

Sponsor-wide plan assets over time

All Jt Bd of Ttees-Sheet Metal Lcl 124 plans reported in each filing year

Latest sponsor-wide plan assets
$95M 20.18432522908067% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $79.2M $95.1M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 547 $79M
2023 2 599 $87M
2024 2 619 $95M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local No 124 Supplemental Reti vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Sheet Metal Workers Local No 124 Supplemental Reti, Total assets ($B): 0.032604805 · Participants: 268Sheet Metal Workers Local No 124 Supplemental RetiQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Sheet Metal Workers Local No 124 Supplemental Reti vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sheet Metal Workers Local No 124 Supplemental Reti side-by-side with 3 peers →

Sheet Metal Workers Local No 124 Supplemental Reti's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust in OH ($33M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 No 124 Supplemental Reti assets move in 2022? ▼
Sheet Metal Workers Local No 124 Supplemental Reti grew at a solid clip - up 8.3% during 2022, from $30M to $33M. Reported net income was $3M.
How have Jt Bd of Ttees-Sheet Metal Lcl 124 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Bd of Ttees-Sheet Metal Lcl 124's sponsor-wide assets grew 20.2%, from $79M to $95M.
Where does Sheet Metal Workers Local No 124 Supplemental Reti rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No 124 Supplemental Reti ranks in the 84th 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 401(k) plans are similar in size to Sheet Metal Workers Local No 124 Supplemental Reti? ▼
Among 401(k) plans in other states, the closest by assets is Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust in OH ($33M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Sheet Metal Workers Local No 124 Supplemental Reti? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (268 participants, $61M 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 736145795.

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.