Defined Benefit (Pension) · DOL Form 5500 · 2022

Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
321
Participants Below avg headcount
87th
Percentile by assets National rank
$137,130
Avg per participant Near avg balance/head
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Official DOL plan name: Toledo Area Sheet Metal Workers Pension Plan and Trust · Sponsored by Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee · Michigan · Construction

$44M in assets, 321 participants

Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee's Toledo Area Sheet Metal Workers Pension Plan and Trust reported $44M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,460 in Construction (9,927 peers)

Where Toledo Area Sheet Metal Workers Pension Plan and Trust sits by assets

Toledo Area Sheet Metal Workers Pension Plan and Trust sits in the top quartile of all filed plans by assets, $44M for 321 participants (~$137,130/participant), up 1.7% in 2022.

#8,460
in Construction (9,927 peers)
+1.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Toledo Area Sheet Metal Workers Pension Plan and Trust's outsized position by total assets

Toledo Area Sheet Metal Workers Pension Plan and Trust vs every filed plan by assets

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

$44,018,823 Top 13% higher than 87% 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

Toledo Area Sheet Metal Workers Pension Plan and Trust 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. Toledo Area Sheet Metal Workers Pension Plan and Trust sits mid-pack in the medium band (321 participants).

EBSA filing schedule strip

Filing strip 346682530 · Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee PY 2022 · Defined Benefit (Pension)

Toledo Area Sheet Metal Workers Pension Plan and Trust · $44M · 321 · 87th

  • RANK $44M
  • RANK 321
  • RANK 87th
  • RANK Defined Benefit (Pension)
  • RANK near Retirement Income Plan for Employees of Sae International
  • RANK ind #8460

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 Michigan →

Toledo Area Sheet Metal Workers Pension Plan and Trust in the asset neighbourhood

Occidental Chemical Corporation Retirement Plan for Niagara Hrly Union EmployeesOccidental Chemical Corporat…$44MToledo Area Sheet Metal Workers Pension Plan and TrustToledo Area Sheet Metal Work…$44MRetirement Income Plan for Employees of Sae InternationalRetirement Income Plan for E…$44MCampus USA Credit Union Retirement PlanCampus USA Credit Union Reti…$44MHrl Pension Plan for Non-Bargained EmployeesHrl Pension Plan for Non-Bar…$44M
End-of-year total assets ($M) among Toledo Area Sheet Metal Workers Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$808K
Employer EIN346682530
Plan Effective Date1963-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee)

Sponsor-wide plan assets over time

All Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee plans reported in each filing year

Latest sponsor-wide plan assets
$49M 12.159502765441957% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $44M $49.4M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 321 $44M
2023 1 325 $47M
2024 1 337 $49M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Toledo Area Sheet Metal Workers Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Toledo Area Sheet Metal Workers Pension Plan and Trust, Total assets ($B): 0.044018823 · Participants: 321Toledo Area Sheet Metal Workers Pension Plan and TrustGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Toledo Area Sheet Metal Workers Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Toledo Area Sheet Metal Workers Pension Plan and Trust side-by-side with 3 peers →

Toledo Area Sheet Metal Workers Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Sae International in PA ($44M); by covered participants it is Mettler Toledo Retirement Plan in OH (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Toledo Area Sheet Metal Workers Pension Plan and Trust assets move in 2022? ▼
Toledo Area Sheet Metal Workers Pension Plan and Trust edged up modestly - up 1.7% during 2022, from $43M to $44M. Reported net income was $808K.
How have Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee's sponsor-wide assets grew 12.2%, from $44M to $49M.
Where does Toledo Area Sheet Metal Workers Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Toledo Area Sheet Metal Workers Pension Plan and Trust ranks in the 87th 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 Toledo Area Sheet Metal Workers Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Sae International in PA ($44M, 83 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Toledo Area Sheet Metal Workers Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mettler Toledo Retirement Plan in OH (321 participants, $85M 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 346682530.

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.