Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 980
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $101,349
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 12 Annuity Fund · Sponsored by Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund · Pennsylvania · Construction
$99M in assets, 980 participants
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund's Sheet Metal Workers Local Union No. 12 Annuity Fund reported $99M in total assets and 980 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,083 in Construction (9,030 peers)
Where Sheet Metal Workers Local Union No. 12 Annuity Fund sits by assets
Sheet Metal Workers Local Union No. 12 Annuity Fund sits in the top 10% of all filed plans by assets, $99M for 980 participants (~$101,349/participant), up 13.3% in 2023.
- #8,083
- in Construction (9,030 peers)
- +13.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 12 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 12 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$99,322,213 Top 9% higher than 91% 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
Sheet Metal Workers Local Union No. 12 Annuity Fund 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. Sheet Metal Workers Local Union No. 12 Annuity Fund sits mid-pack in the medium band (980 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local Union No. 12 Annuity Fund reported net income rose from -$19M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 12 Annuity Fund end-of-year assets rose from $88M in the plan year 2022 filing to $99M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 12 Annuity Fund reported participants fell from 1,041 in the plan year 2022 filing to 980 in the plan year 2023 filing.
DOL schedule card
Filing strip 251478389 · Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund PY 2023 · Profit Sharing
Sheet Metal Workers Local Union No. 12 Annuity Fund · $99M · 980 · 91st
- RANK $99M
- PHOTO 980
- IND 91st
- EOY Profit Sharing
- 5500 near St. Louis-Kansas City Carpenters Regional Annuity
- ASSETS ind #8083
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 Pennsylvania →
Sheet Metal Workers Local Union No. 12 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $12M |
| Employer EIN | 251478389 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 27.99221310380157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,041 | $88M |
| 2023 | 1 | 980 | $99M |
| 2024 | 1 | 973 | $112M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Sheet Metal Workers Local Union No. 12 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is St. Louis-Kansas City Carpenters Regional Annuity in MO ($99M); by covered participants it is Milestone Retirement Communities 401(k) Plan in WA (980 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- St. Louis-Kansas City Carpenters Regional Annuity (MO) $99M · 23,861
- Virginia Pilot Association Retirement Plan (VA) $99M · 51
- Proskauer Rose LLP Profit Sharing Plan (NY) $100M · 675
- Stowers Group Retirement Plan (MO) $98M · 420
Similar participant headcount
Nearest other-state filings by covered participants (980 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.