401(k) · DOL Form 5500 · 2023
Board of Trustees of Production Sheet Metal Workers Local 10 Retire 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 436
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $76,811
- Avg per participant Below avg balance/head
Official DOL plan name: Production Sheet Metal Workers' Local 10 Retirement Plan · Sponsored by Board of Trustees of Production Sheet Metal Workers Local 10 Retire · Minnesota · Construction
$33M in assets, 436 participants
Board of Trustees of Production Sheet Metal Workers Local 10 Retire's Production Sheet Metal Workers' Local 10 Retirement Plan reported $33M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,136 in Construction (9,030 peers)
Coverage in Minnesota
Production Sheet Metal Workers' Local 10 Retirement Plan covers 436 participants in Minnesota, about 39% of the average Minnesota filer (state average ~1,126 per filing). Assets: $33M.
- #7,136
- in Construction (9,030 peers)
- +0.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Production Sheet Metal Workers' Local 10 Retirement Plan's outsized position by total assets
Production Sheet Metal Workers' Local 10 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,489,649 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Production Sheet Metal Workers' Local 10 Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Production Sheet Metal Workers' Local 10 Retirement Plan sits mid-pack in the medium band (436 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Production Sheet Metal Workers' Local 10 Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Production Sheet Metal Workers' Local 10 Retirement Plan reported participants rose from 410 in the plan year 2022 filing to 436 in the plan year 2023 filing.
- Production Sheet Metal Workers' Local 10 Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 516052134 · Board of Trustees of Production Sheet Metal Workers Local 10 Retire PY 2023 · 401(k)
Production Sheet Metal Workers' Local 10 Retirement Plan · $33M · 436 · 81st
- IND $33M
- IND 436
- IND 81st
- IND 401(k)
- IND near Applied Optoelectronics, Inc. 401(k) Plan
- IND ind #7136
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 Minnesota →
Production Sheet Metal Workers' Local 10 Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 516052134 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Production Sheet Metal Workers Local 10 Retire)
Sponsor-wide plan assets over time
All Board of Trustees of Production Sheet Metal Workers Local 10 Retire plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 0.9442295434683736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 410 | $33M |
| 2023 | 1 | 436 | $33M |
| 2024 | 1 | 429 | $34M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Production Sheet Metal Workers' Local 10 Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Applied Optoelectronics, Inc. 401(k) Plan in TX ($33M); by covered participants it is Employ Source Inc. 401(k) Plan in IL (436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Applied Optoelectronics, Inc. 401(k) Plan (TX) $33M · 294
- Pmw 401(k) Plan (PA) $33M · 274
- Money Management International 401(k) Retirement Plan (TX) $33M · 319
- Chickasaw Holding Company Employees' 401(k) Plan (OK) $33M · 196
Similar participant headcount
Nearest other-state filings by covered participants (436 participants); asset peers above are excluded.
- Employ Source Inc. 401(k) Plan (IL) 436 · 0 off
- Spada Properties, Inc. 401(k) Plan (OR) 436 · 0 off
- 401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc. (NY) 436 · 0 off
- So Others Might Eat 401(k) Retirement Plan (DC) 436 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.