Profit Sharing · DOL Form 5500 · 2023

Sheet Metal Workers Local 33 Profit Sharing Plan

Data updated 2026-08-11

$154M
Total assets
4,214
Participants
94th
Percentile by assets
$36,548
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$154M
total plan assets (2023 EOY)
4,214
covered participants
94th
percentile by assets (of 127,072 plans)
$36,548
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Ohio
Industry
Construction

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reports 4,214 participants - 5.5x that state average ($154M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$154M
Net Income$24M
Employer EIN311524549
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local 33)

$120M$140M$160M$180M$200M 202220232024 $130M $176M ▲ +36.0%
Total plan assets by year, all Sheet Metal Workers Local 33 plans on file
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.

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Sheet Metal Workers'…Cleveland Clinic Inv…Masterbrand, Inc. Re…The Employer Retirem…Three Rivers Annuity…Holzer Health System…
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sheet Metal Workers' Local 33 Profit Sha… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan assets move in 2023? ▼
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan grew sharply - up 18.7% during 2023, from $130M to $154M. Reported net income was $24M.
How have Sheet Metal Workers Local 33 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local 33's sponsor-wide assets grew 36.0%, from $130M to $176M.
Where does Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local No 461 Defined Contribution Pension Plan in MI ($154M, 982 participants).

Next read for Sheet Metal Workers' Local 33 Profit Sha…

Filing takeaways

Ways to act on Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's numbers.

  • By total assets, Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
  • Sheet Metal Workers Local 33's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311524549.

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.