Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Sheet Metal, Air Youngstown District Profit Sharing Plan
Data updated 2026-08-11
- $35M
- Total assets
- 513
- Participants
- 81st
- Percentile by assets
- $69,153
- Avg per participant
Official DOL plan name: Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction
$35M in assets, 513 participants
Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported $35M in total assets and 513 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 127,072 plans)
- #7,211 in Construction (9,030 peers)
Where Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits by assets
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits in the top quartile of all filed plans by assets, $35M for 513 participants (~$69,153/participant), up 11.6% in 2023.
- $35M
- total plan assets (2023 EOY)
- 513
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $69,153
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan vs the 2023 asset distribution
By assets, Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 346596079 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $32M |
| 2023 | 1 | 513 | $35M |
| 2024 | 1 | 492 | $39M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan assets move in 2023? ▼
How have Board of Trustees Sheet Metal, Air Youngstown District plan assets changed over time? ▼
Where does Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan? ▼
Next read for Sheet Metal, Air, Rail, & Transportation…
Scale reading
Ways to act on Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's numbers.
- By total assets, Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan ranks in the top quartile 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
- Board of Trustees Sheet Metal, Air Youngstown District's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Construction plans