Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Local 202 Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
11
Participants Small participant base
76th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 202 Sheet Metal Workers Pension Fund · Sponsored by Trustees of the Local 202 Sheet Metal Workers Pension Fund · Missouri · Manufacturing

$18M in assets, 11 participants

Trustees of the Local 202 Sheet Metal Workers Pension Fund's Local 202 Sheet Metal Workers Pension Fund reported $18M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,696 in Manufacturing (20,602 peers)

Where Local 202 Sheet Metal Workers Pension Fund sits by assets

Local 202 Sheet Metal Workers Pension Fund sits in the top quartile of all filed plans by assets, $18M for 11 participants (~$1.7M/participant), down 5.2% in 2022.

#13,696
in Manufacturing (20,602 peers)
-5.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $993K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local 202 Sheet Metal Workers Pension Fund's outsized position by total assets

Local 202 Sheet Metal Workers Pension Fund vs every filed plan by assets

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

$18,357,137 Top 24% higher than 76% 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

Local 202 Sheet Metal Workers Pension Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 202 Sheet Metal Workers Pension Fund is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 430435782 · Trustees of the Local 202 Sheet Metal Workers Pension Fund PY 2022 · Defined Benefit (Pension)

Local 202 Sheet Metal Workers Pension Fund · $18M · 11 · 76th

  • PHOTO $18M
  • PHOTO 11
  • PHOTO 76th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Sba Cash Balance Pension Plan for Citizens & Farmers Bank
  • PHOTO ind #13696

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 Manufacturing retirement plans → · Plans in Missouri →

Local 202 Sheet Metal Workers Pension Fund in the asset neighbourhood

Local 202 Sheet Metal Workers Pension FundLocal 202 Sheet Metal Worker…$18MSba Cash Balance Pension Plan for Citizens & Farmers BankSba Cash Balance Pension Pla…$18MPension Plan for Hourly Employees of Timber Products Co and AffiliatesPension Plan for Hourly Empl…$18MTerritorial Savings Bank Employee Retirement PlanTerritorial Savings Bank Emp…$18MYale Security Inc. Bargaining Unit Pension PlanYale Security Inc. Bargainin…$18M
End-of-year total assets ($M) among Local 202 Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$993K
Employer EIN430435782
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 202 Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 202 Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.1090979492063497% vs 2022
2024 filing year
$18.2M$18.4M$18.6M$18.8M 202220232024 $18.4M $18.7M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 11 $18M
2023 1 14 $18M
2024 1 11 $19M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Local 202 Sheet Metal Workers Pension Fund, Total assets ($B): 0.018357137 · Participants: 11Local 202 Sheet Metal Workers Pension FundBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Local 202 Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Local 202 Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Sba Cash Balance Pension Plan for Citizens & Farmers Bank in VA ($18M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Local 202 Sheet Metal Workers Pension Fund assets move in 2022? ▼
Local 202 Sheet Metal Workers Pension Fund pulled back noticeably - down 5.2% during 2022, from $19M to $18M. Reported net income was -$993K.
How have Trustees of the Local 202 Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 202 Sheet Metal Workers Pension Fund's sponsor-wide assets grew 2.1%, from $18M to $19M.
Where does Local 202 Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Local 202 Sheet Metal Workers Pension Fund ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sba Cash Balance Pension Plan for Citizens & Farmers Bank in VA ($18M, 322 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants, $5M 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 430435782.

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.