Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Sheet Metal Workers' Local No. 9 Pension Plan Pension Plan
Data updated 2026-08-11
- $181M
- Total assets
- 800
- Participants
- 94th
- Percentile by assets
- $226,106
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $181M
- total plan assets (2023 EOY)
- 800
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $226,106
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Sheet Metal Workers' Local Union No. 9 Pension Pla reports 800 participants - 2.1x that state average ($181M EOY assets).
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)
| 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sheet Metal Workers' Local Union No. 9 Pension Pla by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal Workers' Local Union No. 9 Pension Pla assets move in 2023? ▼
How have Trustees of Sheet Metal Workers' Local No. 9 Pension Plan plan assets changed over time? ▼
Where does Sheet Metal Workers' Local Union No. 9 Pension Pla rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local Union No. 9 Pension Pla? ▼
Next read for Sheet Metal Workers' Local Union No. 9 P…
Filing takeaways
Ways to act on Sheet Metal Workers' Local Union No. 9 Pension Pla's numbers.
- By total assets, Sheet Metal Workers' Local Union No. 9 Pension Pla ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Colorado. Compare plans
- Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Construction plans