Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Sheet Metal Workers Local 219 R.S.P. Money Purchase Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 907
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $202,452
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local 219 Retirement Savings Fund · Sponsored by Board of Trustees - Sheet Metal Workers Local 219 R.S.P. · Illinois · Construction
$184M in assets, 907 participants
Board of Trustees - Sheet Metal Workers Local 219 R.S.P.'s Sheet Metal Workers Local 219 Retirement Savings Fund reported $184M in total assets and 907 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.
- #8,417 in Construction (9,030 peers)
Where Sheet Metal Workers Local 219 Retirement Savings Fund sits by assets
Sheet Metal Workers Local 219 Retirement Savings Fund sits in the top 10% of all filed plans by assets, $184M for 907 participants (~$202,452/participant), up 16.4% in 2023.
- #8,417
- in Construction (9,030 peers)
- +16.4%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 219 Retirement Savings Fund's outsized position by total assets
Sheet Metal Workers Local 219 Retirement Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$183,623,720 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 219 Retirement Savings 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 219 Retirement Savings Fund sits mid-pack in the medium band (907 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local 219 Retirement Savings Fund reported net income rose from -$22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Sheet Metal Workers Local 219 Retirement Savings Fund end-of-year assets rose from $158M in the plan year 2022 filing to $184M in the plan year 2023 filing.
- Sheet Metal Workers Local 219 Retirement Savings Fund reported participants rose from 839 in the plan year 2022 filing to 907 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364343290 · Board of Trustees - Sheet Metal Workers Local 219 R.S.P. PY 2023 · Money Purchase
Sheet Metal Workers Local 219 Retirement Savings Fund · $184M · 907 · 94th
- BOOK $184M
- VS-ST 907
- BOY 94th
- SCH Money Purchase
- EBSA near Plumbers Local 24 Annuity Fund
- PART ind #8417
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 Illinois →
Sheet Metal Workers Local 219 Retirement Savings Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $26M |
| Employer EIN | 364343290 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Sheet Metal Workers Local 219 R.S.P.)
Sponsor-wide plan assets over time
All Board of Trustees - Sheet Metal Workers Local 219 R.S.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 32.88518332307022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 839 | $158M |
| 2023 | 1 | 907 | $184M |
| 2024 | 1 | 936 | $210M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 91 Annuity Plan $164M · 674
Sheet Metal Workers Local 219 Retirement Savings Fund's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Plumbers Local 24 Annuity Fund in NJ ($183M); by covered participants it is Armstrong Pension Plan in PA (896 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Plumbers Local 24 Annuity Fund (NJ) $183M · 930
- Annuity Fund of Heat and Frost Insulators Local 12 (NY) $188M · 538
- Tecolote Research, Inc. Money Purchase Pension Plan (CA) $189M · 609
- Southern States Savings & Retirement Plan Trust (FL) $178M · 13,258
Similar participant headcount
Nearest other-state filings by covered participants (907 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.