401(k) · DOL Form 5500 · 2022
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 5,069
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $199,979
- Avg per participant Above avg balance/head
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.
- #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.
- #9,819
- in Construction (9,927 peers)
- +10.8%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's outsized position by total assets
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,013,691,665 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan lands in the large band (5,069 participants).
Plan-year Form 5500 strip
Filing strip 946560138 · Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension PY 2022 · 401(k)
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan · $1.0B · 5,069 · 99th
- RANK $1.0B
- PHOTO 5,069
- IND 99th
- EOY 401(k)
- 5500 near Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan
- ASSETS ind #9819
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 →
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 27.156695127802987% vs 2022
- 2024 filing year
| 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.
- 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)
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan in OH ($1.0B); by covered participants it is Express Savings and Retirement Plan in OH (5,069 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,069 participants); asset peers above are excluded.
- Express Savings and Retirement Plan (OH) 5,069 · 0 off
- Veterans United Home Loans 401(k) Plan (MO) 5,071 · 2 off
- US Oncology, Inc. 401(k) Plan (TX) 5,075 · 6 off
- Learn It Systems, LLC 401(k) Plan (MD) 5,077 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.