Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Arizona Sheet Metal Pension Trust Fund Pension Plan

Data updated 2026-08-11

$96M
Total assets
454
Participants
93rd
Percentile by assets
$211,575
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$96M
total plan assets (2022 EOY)
454
covered participants
93rd
percentile by assets (of 139,126 plans)
$211,575
avg assets per participant

Where Arizona Sheet Metal Pension Trust Fund sits 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

This plan $0 $2,010,000,000 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

State
Arizona
Industry
Construction

Arizona Sheet Metal Pension Trust Fund vs the 2022 asset distribution

By assets, Arizona Sheet Metal Pension Trust Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$96M
Net Income$9M
Employer EIN866069718
Plan Effective Date1965-05-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Arizona Sheet Metal Pension Trust Fund)

$90M$100M$110M$120M$130M 202220232024 $96.1M $124M ▲ +28.8%
Total plan assets by year, all Board of Trustees Arizona Sheet Metal Pension Trust Fund plans on file
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.

Arizona Sheet Metal Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Arizona Sheet Metal …, Total assets ($B): 0.096055177 · Participants: 454Arizona Sheet Metal …Pinnacle West Capita…, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capita…Salt River Project E…, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project E…Freeport Minerals Co…, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Co…Desert States Employ…, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employ…Avnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Arizona Sheet Metal Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Arizona Sheet Metal Pension Trust Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Arizona Sheet Metal Pension Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Arizona Sheet Metal Pension Trust Fund assets move in 2022? ▼
Arizona Sheet Metal Pension Trust Fund grew at a solid clip - up 11.0% during 2022, from $86M to $96M. Reported net income was $9M.
How have Board of Trustees Arizona Sheet Metal Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Arizona Sheet Metal Pension Trust Fund's sponsor-wide assets grew 28.8%, from $96M to $124M.
Where does Arizona Sheet Metal Pension Trust Fund rank by assets among Form 5500 filers? ▼
Arizona Sheet Metal Pension Trust Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Arizona Sheet Metal Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 734 Pension Fund in IL ($96M, 803 participants).

Next read for Arizona Sheet Metal Pension Trust Fund

Scale reading

Ways to act on Arizona Sheet Metal Pension Trust Fund's numbers.

  • By total assets, Arizona Sheet Metal Pension Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
  • Board of Trustees Arizona Sheet Metal Pension Trust Fund's sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Construction plans

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 866069718.

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.