401(k) · DOL Form 5500 · 2022
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 5,069
- Participants
- 99th
- Percentile by assets
- $199,979
- Avg per participant
Official DOL plan name: Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan · Sponsored by Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension · California · Construction
$1.0B in assets, 5,069 participants
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported $1.0B in total assets and 5,069 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,819 in Construction (9,927 peers)
Coverage in California
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan covers 5,069 participants in California, 8.0x the typical California plan (state average ~630 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 5,069
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $199,979
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reports 5,069 participants - 8.0x that state average ($1.0B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $915M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $99M |
| Employer EIN | 946560138 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,069 | $1.0B |
| 2023 | 1 | 5,021 | $1.1B |
| 2024 | 1 | 4,860 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reports $1.0B in end-of-year assets across 5,069 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $199,979 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2022 was $99M.
This plan identity (EIN 946560138, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+27.2%) while covered participants moved from 5,069 to 4,860 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,069 | $1.0B | This page |
| 2023 | 5,021 | $1.1B | Open filing |
| 2024 · index core | 4,860 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (401(k), $1.3B, 4,860 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan by total assets, not by location.
- Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan (OH) $1.0B · 4,791
- The Molex Retirement and Savings Plan (IL) $1.0B · 7,142
- Pella Corporation Employees' Profit Sharing Plan (IA) $1.0B · 10,347
- Forvis, LLP Employees' Savings Plan I (MO) $1.0B · 3,597
Frequently Asked Questions
How did Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan assets move in 2022? ▼
How have Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plan assets changed over time? ▼
Where does Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan? ▼
Next read for Smart, Sheet Metal Workers Local No. 104…
Filing takeaways
Ways to act on Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's numbers.
- By total assets, Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Construction plans