Defined Benefit (Pension) · DOL Form 5500 · 2022

Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities Pension Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
554
Participants Below avg headcount
93rd
Percentile by assets National rank
$205,798
Avg per participant Above avg balance/head
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Official DOL plan name: Sheet Metal Workers Local 7, Zone 1 Pension Plan · Sponsored by Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities · Michigan · Other Services

$114M in assets, 554 participants

Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities's Sheet Metal Workers Local 7, Zone 1 Pension Plan reported $114M in total assets and 554 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,205 in Other Services (8,398 peers)

Where Sheet Metal Workers Local 7, Zone 1 Pension Plan sits by assets

Sheet Metal Workers Local 7, Zone 1 Pension Plan sits in the top 10% of all filed plans by assets, $114M for 554 participants (~$205,798/participant), up 16.5% in 2022.

#8,205
in Other Services (8,398 peers)
+16.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Sheet Metal Workers Local 7, Zone 1 Pension Plan's outsized position by total assets

Sheet Metal Workers Local 7, Zone 1 Pension Plan vs every filed plan by assets

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

$114,011,971 Top 7% higher than 93% 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

Sheet Metal Workers Local 7, Zone 1 Pension Plan 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. Sheet Metal Workers Local 7, Zone 1 Pension Plan sits mid-pack in the medium band (554 participants).

DOL schedule card

Filing strip 386234066 · Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities PY 2022 · Defined Benefit (Pension)

Sheet Metal Workers Local 7, Zone 1 Pension Plan · $114M · 554 · 93rd

  • BOY $114M
  • SCH 554
  • EBSA 93rd
  • PART Defined Benefit (Pension)
  • TYPE near Smwia Staff Pension Plan
  • NET ind #8205

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 Other Services retirement plans → · Plans in Michigan →

Sheet Metal Workers Local 7, Zone 1 Pension Plan in the asset neighbourhood

Smwia Staff Pension Plan$114MSheet Metal Workers Local 7, Zone 1 Pension PlanSheet Metal Workers Local 7,…$114MPainters District Council No. 3 Pension FundPainters District Council No…$114MPainters District Council No. 3 Pension FundPainters District Council No…$114MUnitehere Northwest Pension Trust FundUnitehere Northwest Pension …$114M
End-of-year total assets ($M) among Sheet Metal Workers Local 7, Zone 1 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$114M
Net Income$16M
Employer EIN386234066
Plan Effective Date1965-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities)

Sponsor-wide plan assets over time

All Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities plans reported in each filing year

Latest sponsor-wide plan assets
$148M 29.517239904571074% vs 2022
2023 filing year
$100M$120M$140M$160M 20222023 $114M $148M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 554 $114M
2023 1 637 $148M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Sheet Metal Workers Local 7, Zone 1 Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Sheet Metal Workers Local 7, Zone 1 Pension Plan, Total assets ($B): 0.114011971 · Participants: 554Sheet Metal Workers Local 7, Zone 1 Pension PlanGeneral 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
Sheet Metal Workers Local 7, Zone 1 Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Sheet Metal Workers Local 7, Zone 1 Pension Plan side-by-side with 3 peers →

Sheet Metal Workers Local 7, Zone 1 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Smwia Staff Pension Plan in DC ($114M); by covered participants it is Sappi North America, Inc. Retirement Plan for Hourly Employees in MA (554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114M here).

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Sheet Metal Workers Local 7, Zone 1 Pension Plan assets move in 2022? ▼
Sheet Metal Workers Local 7, Zone 1 Pension Plan grew sharply - up 16.5% during 2022, from $98M to $114M. Reported net income was $16M.
How have Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities's sponsor-wide assets grew 29.5%, from $114M to $148M.
Where does Sheet Metal Workers Local 7, Zone 1 Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local 7, Zone 1 Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers Local 7, Zone 1 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smwia Staff Pension Plan in DC ($114M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local 7, Zone 1 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sappi North America, Inc. Retirement Plan for Hourly Employees in MA (554 participants, $67M 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 386234066.

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.