401(k) · DOL Form 5500 · 2023
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 470
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $117,289
- Avg per participant Below avg balance/head
Official DOL plan name: Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan · Sponsored by Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) · Iowa · Construction
$55M in assets, 470 participants
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k)'s Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan reported $55M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,615 in Construction (9,030 peers)
Where Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan sits by assets
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 470 participants (~$117,289/participant), up 21.4% in 2023.
- #7,615
- in Construction (9,030 peers)
- +21.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan's outsized position by total assets
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,125,888 Top 14% higher than 86% 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
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) 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. Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan reported participants rose from 447 in the plan year 2022 filing to 470 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421401231 · Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) PY 2023 · 401(k)
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan · $55M · 470 · 86th
- BOOK $55M
- BOOK 470
- BOOK 86th
- BOOK 401(k)
- BOOK near Megger Savings Plan
- BOOK ind #7615
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 Iowa →
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $10M |
| Employer EIN | 421401231 |
| Plan Effective Date | 1993-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Central Iowa Sheet Metal Workers Supplemental Retirement 401(k))
Sponsor-wide plan assets over time
All Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 36.16089799259955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 447 | $45M |
| 2023 | 1 | 470 | $55M |
| 2024 | 1 | 486 | $62M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Megger Savings Plan in TX ($55M); by covered participants it is Rallye Motor Company 401(k) Plan in NY (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Megger Savings Plan (TX) $55M · 383
- Rodan & Fields, LLC 401(k) Plan (CA) $55M · 364
- Recon 401(k) Plan (LA) $55M · 545
- Noven Pharmaceuticals, Inc. 401(k) Plan (FL) $55M · 277
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Rallye Motor Company 401(k) Plan (NY) 470 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 470 · 0 off
- Continental Express, Inc. 401 (K) Plan (OH) 470 · 0 off
- True Religion Apparel, Inc. 401(k) Plan (CA) 470 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.