Profit Sharing · DOL Form 5500 · 2023
Sheet Metal Workers Local 33 Profit Sharing Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 4,214
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $36,548
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · Sponsored by Sheet Metal Workers Local 33 · Ohio · Construction
$154M in assets, 4,214 participants
Sheet Metal Workers Local 33's Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported $154M in total assets and 4,214 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,330 in Construction (9,030 peers)
Coverage in Ohio
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan covers 4,214 participants in Ohio, 5.5x the typical Ohio plan (state average ~765 per filing). Assets: $154M.
- #8,330
- in Construction (9,030 peers)
- +18.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's outsized position by total assets
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$154,012,454 Top 6% higher than 94% 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 33 Profit Sharing Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan lands in the large band (4,214 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported net income rose from -$14M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan end-of-year assets rose from $130M in the plan year 2022 filing to $154M in the plan year 2023 filing.
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported participants rose from 4,130 in the plan year 2022 filing to 4,214 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 311524549 · Sheet Metal Workers Local 33 PY 2023 · Profit Sharing
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · $154M · 4,214 · 94th
- RANK $154M
- PHOTO 4,214
- IND 94th
- EOY Profit Sharing
- 5500 near IBEW Local No 461 Defined Contribution Pension Plan
- ASSETS ind #8330
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 Ohio →
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $24M |
| Employer EIN | 311524549 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 33)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local 33 plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 36.023703617002234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,130 | $130M |
| 2023 | 1 | 4,214 | $154M |
| 2024 | 1 | 3,783 | $176M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is IBEW Local No 461 Defined Contribution Pension Plan in MI ($154M); by covered participants it is Gbmc, Inc. 401(a) Defined Contribution Plan in MD (4,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- IBEW Local No 461 Defined Contribution Pension Plan (MI) $154M · 982
- Alberici Companies Retirement Plan (MO) $155M · 390
- Greenwich Hospital Retirement and Savings Plan (CT) $157M · 2,296
- New Jersey B.a.C. Annuity Fund (NJ) $151M · 1,453
Similar participant headcount
Nearest other-state filings by covered participants (4,214 participants); asset peers above are excluded.
- Gbmc, Inc. 401(a) Defined Contribution Plan (MD) 4,218 · 4 off
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) 4,229 · 15 off
- Glaziers Individual Account Retirement Plan (CA) 4,243 · 29 off
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B (NV) 4,139 · 75 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.