Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Arizona Sheet Metal Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 454
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $211,575
- Avg per participant Above avg balance/head
Official DOL plan name: Arizona Sheet Metal Pension Trust Fund · Sponsored by Board of Trustees Arizona Sheet Metal Pension Trust Fund · Arizona · Construction
$96M in assets, 454 participants
Board of Trustees Arizona Sheet Metal Pension Trust Fund's Arizona Sheet Metal Pension Trust Fund reported $96M in total assets and 454 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,057 in Construction (9,927 peers)
Where Arizona Sheet Metal Pension Trust Fund sits by assets
Arizona Sheet Metal Pension Trust Fund sits in the top 10% of all filed plans by assets, $96M for 454 participants (~$211,575/participant), up 11.0% in 2022.
- #9,057
- in Construction (9,927 peers)
- +11.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Arizona Sheet Metal Pension Trust Fund's outsized position by total assets
Arizona Sheet Metal Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,055,177 Top 7% higher than 93% 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
Arizona Sheet Metal Pension Trust Fund 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. Arizona Sheet Metal Pension Trust Fund sits mid-pack in the medium band (454 participants).
Published 5500 schedule card
Filing strip 866069718 · Board of Trustees Arizona Sheet Metal Pension Trust Fund PY 2022 · Defined Benefit (Pension)
Arizona Sheet Metal Pension Trust Fund · $96M · 454 · 93rd
- TYPE $96M
- TYPE 454
- TYPE 93rd
- TYPE Defined Benefit (Pension)
- TYPE near Local 734 Pension Fund
- TYPE ind #9057
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 Arizona →
Arizona Sheet Metal Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $9M |
| Employer EIN | 866069718 |
| Plan Effective Date | 1965-05-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Arizona Sheet Metal Pension Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Arizona Sheet Metal Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 28.76238414510443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 454 | $96M |
| 2023 | 1 | 498 | $109M |
| 2024 | 1 | 604 | $124M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Arizona Sheet Metal Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Local 734 Pension Fund in IL ($96M); by covered participants it is Retirement Plan for Employees of Emigrant Bank in FL (454 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- Local 734 Pension Fund (IL) $96M · 803
- Retirement Plan for Employees of Alliancebernstein L.P. (TN) $96M · 148
- Roofers Local No. 20 Pension Fund (MO) $96M · 513
- Berklee College of Music, Inc. Retirement Plan (MA) $96M · 357
Similar participant headcount
Nearest other-state filings by covered participants (454 participants); asset peers above are excluded.
- Retirement Plan for Employees of Emigrant Bank (FL) 454 · 0 off
- Sheet Metal Workers Local No.20 Gary Area Pension (MI) 453 · 1 off
- Boca Raton Regional Hospital Employees Pension Plan (FL) 455 · 1 off
- Vencore, Inc. Pension Plan (VA) 453 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.