Other · DOL Form 5500 · 2023
Sheet Metal Workers Local No 83 Annuity Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 334
- Participants
- 83rd
- Percentile by assets
- $115,107
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local No.83 Annuity Fund · Sponsored by Sheet Metal Workers Local No 83 Annuity · New York · Manufacturing
$38M in assets, 334 participants
Sheet Metal Workers Local No 83 Annuity's Sheet Metal Workers Local No.83 Annuity Fund reported $38M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #14,085 in Manufacturing (18,722 peers)
Coverage in New York
Sheet Metal Workers Local No.83 Annuity Fund covers 334 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $38M.
- $38M
- total plan assets (2023 EOY)
- 334
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $115,107
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local No.83 Annuity Fund reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sheet Metal Workers Local No.83 Annuity Fund end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Sheet Metal Workers Local No.83 Annuity Fund reported participants fell from 348 in the plan year 2022 filing to 334 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Sheet Metal Workers Local No.83 Annuity Fund reports 334 participants - about 42% of that state average ($38M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 141758410 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local No 83 Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $34M |
| 2023 | 1 | 334 | $38M |
| 2024 | 1 | 319 | $44M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local No.83 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sheet Metal Workers Local No.83 Annuity Fund by total assets, not by location.
- Bakerripley 403(b) Plan (TX) $38M · 1,358
- The Children's Home Society of Florida 403(b) Plan (FL) $38M · 1,151
- The Community Builders, Inc. Tax Sheltered Annuity Plan (MA) $38M · 628
- Columbus College of Art and Design Retirement Plan (OH) $38M · 179
Frequently Asked Questions
How did Sheet Metal Workers Local No.83 Annuity Fund assets move in 2023? ▼
How have Sheet Metal Workers Local No 83 Annuity plan assets changed over time? ▼
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Next read for Sheet Metal Workers Local No.83 Annuity …
Filing takeaways
Ways to act on Sheet Metal Workers Local No.83 Annuity Fund's numbers.
- By total assets, Sheet Metal Workers Local No.83 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Sheet Metal Workers Local No 83 Annuity's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Manufacturing plans