Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $394,724
- Avg per participant High balance/head
Official DOL plan name: Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund · Sponsored by Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund · Florida · Finance & Insurance
$62M in assets, 158 participants
Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund's Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund reported $62M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,729 in Finance & Insurance (9,261 peers)
Coverage in Florida
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund covers 158 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $62M.
- #7,729
- in Finance & Insurance (9,261 peers)
- +2.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund's outsized position by total assets
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,366,423 Top 10% higher than 90% 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
Pension Plan of the Sheet Metal Workers Lu No. 32 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. Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund sits mid-pack in the medium band (158 participants).
EBSA filing schedule strip
Filing strip 596152610 · Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund PY 2022 · Defined Benefit (Pension)
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund · $62M · 158 · 90th
- RANK $62M
- RANK 158
- RANK 90th
- RANK Defined Benefit (Pension)
- RANK near Disabled American Veterans Retirement / Pension Equity Plan
- RANK ind #7729
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 Finance & Insurance retirement plans → · Plans in Florida →
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $2M |
| Employer EIN | 596152610 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Lu No. 32 Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 0.6769620249024062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $62M |
| 2023 | 1 | 161 | $59M |
| 2024 | 1 | 162 | $63M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Pension Plan of the Sheet Metal Workers Lu No. 32 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Disabled American Veterans Retirement / Pension Equity Plan in KY ($62M); by covered participants it is Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan in AL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.