Profit Sharing · DOL Form 5500 · 2022

Trustees of the Smw Local 218(d) Defined Contribution Plan Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
117
Participants Small participant base
74th
Percentile by assets National rank
$136,856
Avg per participant Near avg balance/head
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Official DOL plan name: Sheet Metal Workers Local 218(d) Defined Contribution Plan · Sponsored by Trustees of the Smw Local 218(d) Defined Contribution Plan · Indiana · Construction

$16M in assets, 117 participants

Trustees of the Smw Local 218(d) Defined Contribution Plan's Sheet Metal Workers Local 218(d) Defined Contribution Plan reported $16M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,291 in Construction (9,927 peers)

Coverage in Indiana

Sheet Metal Workers Local 218(d) Defined Contribution Plan covers 117 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#7,291
in Construction (9,927 peers)
+5.9%
assets growth YoY

Sheet Metal Workers Local 218(d) Defined Contribution Plan's outsized position by total assets

Sheet Metal Workers Local 218(d) Defined Contribution Plan vs every filed plan by assets

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

$16,012,126 Top 26% higher than 74% 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

Sheet Metal Workers Local 218(d) Defined Contribution Plan 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. Sheet Metal Workers Local 218(d) Defined Contribution Plan sits mid-pack in the medium band (117 participants).

Published 5500 schedule card

Filing strip 364048417 · Trustees of the Smw Local 218(d) Defined Contribution Plan PY 2022 · Profit Sharing

Sheet Metal Workers Local 218(d) Defined Contribution Plan · $16M · 117 · 74th

  • BOOK $16M
  • BOOK 117
  • BOOK 74th
  • BOOK Profit Sharing
  • BOOK near Incodema Retirement Plan
  • BOOK ind #7291

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 Indiana →

Sheet Metal Workers Local 218(d) Defined Contribution Plan in the asset neighbourhood

Central New York Laborers' Annuity FundCentral New York Laborers' A…$16MIncodema Retirement Plan$16MSheet Metal Workers Local 218(d) Defined Contribution PlanSheet Metal Workers Local 21…$16MValley Emergency Room Associates, P.a. Profit-Sharing PlanValley Emergency Room Associ…$16MCaditz and Grant Employees' Profit Sharing PlanCaditz and Grant Employees' …$16M
End-of-year total assets ($M) among Sheet Metal Workers Local 218(d) Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$922K
Employer EIN364048417
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Smw Local 218(d) Defined Contribution Plan)

Sponsor-wide plan assets over time

All Trustees of the Smw Local 218(d) Defined Contribution Plan plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.374415989481972% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $16M $15.3M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 117 $16M
2023 1 125 $15M
2024 1 116 $15M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local 218(d) Defined Contribution Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants Sheet Metal Workers Local 218(d) Defined Contribution Plan, Total assets ($B): 0.016012126 · Participants: 117Sheet Metal Workers Local 218(d) Defined Contribution PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
Sheet Metal Workers Local 218(d) Defined Contribution Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Sheet Metal Workers Local 218(d) Defined Contribution Plan side-by-side with 3 peers →

Sheet Metal Workers Local 218(d) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Incodema Retirement Plan in NY ($16M); by covered participants it is Nextpoint Group LLC Profit Sharing Plan in VA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Sheet Metal Workers Local 218(d) Defined Contribution Plan assets move in 2022? ▼
Sheet Metal Workers Local 218(d) Defined Contribution Plan grew at a solid clip - up 5.9% during 2022, from $15M to $16M. Reported net income was $922K.
How have Trustees of the Smw Local 218(d) Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Smw Local 218(d) Defined Contribution Plan's sponsor-wide assets declined 4.4%, from $16M to $15M.
Which Profit Sharing plans are similar in size to Sheet Metal Workers Local 218(d) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Incodema Retirement Plan in NY ($16M, 35 participants).
Which Profit Sharing plans cover a similar participant headcount to Sheet Metal Workers Local 218(d) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nextpoint Group LLC Profit Sharing Plan in VA (117 participants, $1M 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 364048417.

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.