401(k) · DOL Form 5500 · 2023

Board of Trustees of the Wisconsin Sheet 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
896
Participants Near avg headcount
86th
Percentile by assets National rank
$61,222
Avg per participant Low balance/head
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Official DOL plan name: Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · Sponsored by Board of Trustees of the Wisconsin Sheet · Wisconsin · Construction

$55M in assets, 896 participants

Board of Trustees of the Wisconsin Sheet's Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported $55M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,610 in Construction (9,030 peers)

Where Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits by assets

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 896 participants (~$61,222/participant), up 20.3% in 2023.

#7,610
in Construction (9,030 peers)
+20.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's outsized position by total assets

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$54,855,035 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan 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. Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits mid-pack in the medium band (896 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported participants rose from 808 in the plan year 2022 filing to 896 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391965830 · Board of Trustees of the Wisconsin Sheet PY 2023 · 401(k)

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · $55M · 896 · 86th

  • NET $55M
  • BOOK 896
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Future US 401(k) Plan
  • EBSA ind #7610

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 Wisconsin →

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan in the asset neighbourhood

Mdvip, LLC 401(k) Plan$55MWisconsin Sheet Metal Workers 401(k) Profit Sharing PlanWisconsin Sheet Metal Worker…$55MFuture US 401(k) Plan$55MSageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$55MOmitron Inc 401(k) Profit Sharing PlanOmitron Inc 401(k) Profit Sh…$55M
End-of-year total assets ($M) among Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN391965830
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Wisconsin Sheet)

Sponsor-wide plan assets over time

All Board of Trustees of the Wisconsin Sheet plans reported in each filing year

Latest sponsor-wide plan assets
$61M 34.636879486579765% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.6M $61.4M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 808 $46M
2023 1 896 $55M
2024 1 999 $61M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan, Total assets ($B): 0.054855035 · Participants: 896Wisconsin Sheet Metal Workers 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Future US 401(k) Plan in NY ($55M); by covered participants it is The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust in VA (896 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (896 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.

Frequently Asked Questions

How did Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan assets move in 2023? ▼
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2023, from $46M to $55M. Reported net income was $9M.
How have Board of Trustees of the Wisconsin Sheet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Wisconsin Sheet's sponsor-wide assets grew 34.6%, from $46M to $61M.
Where does Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Future US 401(k) Plan in NY ($55M, 740 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust in VA (896 participants, $62M in assets).

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 391965830.

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.