UTAH SHEET METAL PENSION TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UTAH SHEET METAL PENSION TRUST
This Other plan holds $204M in total assets and serves 770 participants as of 2022. It is sponsored by UTAH SHEET METAL PENSION TRUST in Utah. The plan reported positive net income of $7M for the year.
What the Filing Says About UTAH SHEET METAL PENSION TRUST
UTAH SHEET METAL PENSION TRUST is a Other retirement plan sponsored by UTAH SHEET METAL PENSION TRUST, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $204M in total end-of-year assets and covers 770 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 876156446, and the plan has been effective since 1963-11-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $207M at the beginning of 2022 to $204M at year-end — a decline of 1.3%. Net assets (after liabilities) closed the year at $204M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $207M |
| Total Assets (End of Year) | $204M |
| Net Assets (End of Year) | $204M |
| Net Income | $7M |
| Plan Type | Other |
| Employer EIN | 876156446 |
| Plan Effective Date | 1963-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UTAH SHEET METAL PENSION TRUST)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 770 | $204M |
| 2023 | 1 | 757 | $249M |
Nearby Other Plans in Utah
Peer Other plans — same state, same plan type — ranked by total assets.
- RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION $355M · 8,448
- UTAH SHEET METAL PENSION TRUST $249M · 757
- INTERMOUNTAIN IRONWORKERS PENSION TRUST $158M · 655
- WHITAKER CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN $121M · 697
- ROCKY MOUNTAIN ATV, INC. EMPLOYEE STOCK OWNERSHIP PLAN $104M · 501
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Frequently Asked Questions
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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 876156446.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.