Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Sheet Metal Workers' Local No. 9 Pension Plan Pension Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size: 800
Participants Near avg headcount: 94th
Percentile by assets National rank: $226,106
Avg per participant Above avg balance/head

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Official DOL plan name: Sheet Metal Workers' Local Union No. 9 Pension Pla · Sponsored by Trustees of Sheet Metal Workers' Local No. 9 Pension Plan · Colorado · Construction

$181M in assets, 800 participants

Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's Sheet Metal Workers' Local Union No. 9 Pension Pla reported $181M in total assets and 800 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.

#8,407 in Construction (9,030 peers)

Coverage in Colorado

Sheet Metal Workers' Local Union No. 9 Pension Pla covers 800 participants in Colorado, 2.1x the typical Colorado plan (state average ~376 per filing). Assets: $181M.

#8,407
in Construction (9,030 peers): +8.9%
assets growth YoY: 1.8×
vs typical plan assets (national mean)

Sheet Metal Workers' Local Union No. 9 Pension Pla's outsized position by total assets

Sheet Metal Workers' Local Union No. 9 Pension Pla vs every filed plan by assets

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

$180,884,665 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 Union No. 9 Pension Pla 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 Union No. 9 Pension Pla sits mid-pack in the medium band (800 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sheet Metal Workers' Local Union No. 9 Pension Pla reported net income rose from -$31M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Sheet Metal Workers' Local Union No. 9 Pension Pla end-of-year assets rose from $166M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Sheet Metal Workers' Local Union No. 9 Pension Pla reported participants rose from 787 in the plan year 2022 filing to 800 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840783596 · Trustees of Sheet Metal Workers' Local No. 9 Pension Plan PY 2023 · Defined Benefit (Pension)

Sheet Metal Workers' Local Union No. 9 Pension Pla · $181M · 800 · 94th

TYPE $181M
NET 800
BOOK 94th
VS-ST Defined Benefit (Pension)
BOY near Local 805 Pension & Retirement Fund
SCH ind #8407

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 Colorado →

End-of-year total assets ($M) among Sheet Metal Workers' Local Union No. 9 Pension Pla and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)	$166M
Net Assets (End of Year)	$181M
Net Income	$15M
Employer EIN	840783596
Plan Effective Date	1967-07-19
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers' Local No. 9 Pension Plan)

Latest sponsor-wide plan assets: $193M 16.384151639665447% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	787	$166M
2023	1	800	$181M
2024	1	845	$193M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers' Local Union No. 9 Pension Pla vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants

Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 39,434
Ball Pension Plan $951M · 1,506
Pcs U.S. Employees' Pension Plan $854M · 1,340
Medianews Group Pension Plan $434M · 213
National Renewable Energy Laboratory Shared Security Pension Plan $406M · 2,822

Compare Sheet Metal Workers' Local Union No. 9 Pension Pla side-by-side with 3 peers →

Sheet Metal Workers' Local Union No. 9 Pension Pla's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Local 805 Pension & Retirement Fund in NY ($181M); by covered participants it is Teamsters Local Union No. 716 Pension Plan in IN (800 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Local 805 Pension & Retirement Fund (NY) $181M · 452
Sanofi Pasteur Inc. Retirement Plan (PA) $181M · 1,297
Samford University Pension Plan (AL) $181M · 370
Kern County Electrical Workers Pension Fund (CA) $181M · 652

Similar participant headcount

Nearest other-state filings by covered participants (800 participants); asset peers above are excluded.

Teamsters Local Union No. 716 Pension Plan (IN) 800 · 0 off
Brewery Conference/Anheuser-Busch Defined Benefit Pension Plan (MO) 800 · 0 off
Jeld-Wen, Inc. Restated Pension Plan (NC) 799 · 1 off
Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan (WA) 799 · 1 off

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 Sheet Metal Workers' Local Union No. 9 Pension Pla assets move in 2023? ▼

Sheet Metal Workers' Local Union No. 9 Pension Pla grew at a solid clip - up 8.9% during 2023, from $166M to $181M. Reported net income was $15M.

How have Trustees of Sheet Metal Workers' Local No. 9 Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's sponsor-wide assets grew 16.4%, from $166M to $193M.

Where does Sheet Metal Workers' Local Union No. 9 Pension Pla rank by assets among Form 5500 filers? ▼

Sheet Metal Workers' Local Union No. 9 Pension Pla 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 Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local Union No. 9 Pension Pla? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 805 Pension & Retirement Fund in NY ($181M, 452 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers' Local Union No. 9 Pension Pla? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Local Union No. 716 Pension Plan in IN (800 participants, $101M 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 840783596.