Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of Sheet Metal Workers Local 33 Pension Plan Pension Plan

Data updated 2026-08-11

$176M
Total assets
433
Participants
95th
Percentile by assets
$406,336
Avg per participant
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Official DOL plan name: Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan · Sponsored by Trustees of Sheet Metal Workers Local 33 Pension Plan · Ohio · Construction

$176M in assets, 433 participants

Trustees of Sheet Metal Workers Local 33 Pension Plan's Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported $176M in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #9,369 in Construction (9,927 peers)

Where Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits by assets

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits in the top 5% of all filed plans by assets, $176M for 433 participants (~$406,336/participant), down 1.0% in 2022.

$176M
total plan assets (2022 EOY)
433
covered participants
95th
percentile by assets (of 139,126 plans)
$406,336
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs the 2022 asset distribution

By assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$168M
Net Income-$3M
Employer EIN346514741
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers Local 33 Pension Plan)

$170M$180M$190M$200M$210M 202220232024 $176M $200M ▲ +13.9%
Total plan assets by year, all Trustees of Sheet Metal Workers Local 33 Pension Plan plans on file
Year Plans Participants Total Assets
2022 1 433 $176M
2023 1 456 $187M
2024 1 472 $200M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Sheet Metal Workers'…Firstenergy Corp. Ma…Nationwide Retiremen…American Electric Po…Ohio Operating Engin…Laborers District Co…
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan assets move in 2022?
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan edged down modestly - down 1.0% during 2022, from $178M to $176M. Reported net income was -$3M.
How have Trustees of Sheet Metal Workers Local 33 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets grew 13.9%, from $176M to $200M.
Where does Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan rank by assets among Form 5500 filers?
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan in CA ($176M, 393 participants).

Next read for Sheet Metal Workers' Local No. 33 Clevel…

Scale reading

Ways to act on Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's numbers.

  • By total assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Construction plans