Defined Benefit (Pension) · DOL Form 5500 · 2023

Jt Bd of Trustees Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
626
Participants Below avg headcount
86th
Percentile by assets National rank
$79,846
Avg per participant Below avg balance/head
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Official DOL plan name: Baton Rouge Sheet Metal Workers Pension Fund · Sponsored by Jt Bd of Trustees Sheet Metal Workers Pension Fund · Louisiana · Construction

$50M in assets, 626 participants

Jt Bd of Trustees Sheet Metal Workers Pension Fund's Baton Rouge Sheet Metal Workers Pension Fund reported $50M in total assets and 626 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.

  • #7,537 in Construction (9,030 peers)

Where Baton Rouge Sheet Metal Workers Pension Fund sits by assets

Baton Rouge Sheet Metal Workers Pension Fund sits in the top quartile of all filed plans by assets, $50M for 626 participants (~$79,846/participant), up 13.1% in 2023.

#7,537
in Construction (9,030 peers)
+13.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Baton Rouge Sheet Metal Workers Pension Fund's outsized position by total assets

Baton Rouge Sheet Metal Workers Pension Fund vs every filed plan by assets

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

$49,983,738 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

Baton Rouge Sheet Metal Workers Pension 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. Baton Rouge Sheet Metal Workers Pension Fund sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baton Rouge Sheet Metal Workers Pension Fund reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Baton Rouge Sheet Metal Workers Pension Fund end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720562245 · Jt Bd of Trustees Sheet Metal Workers Pension Fund PY 2023 · Defined Benefit (Pension)

Baton Rouge Sheet Metal Workers Pension Fund · $50M · 626 · 86th

  • BOOK $50M
  • VS-ST 626
  • BOY 86th
  • SCH Defined Benefit (Pension)
  • EBSA near Bricklayers Allied Craftsmen Pension Plan Local No 3
  • PART ind #7537

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 Louisiana →

Baton Rouge Sheet Metal Workers Pension Fund in the asset neighbourhood

Navy-Marine Corps Relief Society Employees' Pension PlanNavy-Marine Corps Relief Soc…$50MBricklayers Allied Craftsmen Pension Plan Local No 3Bricklayers Allied Craftsmen…$50MBaton Rouge Sheet Metal Workers Pension FundBaton Rouge Sheet Metal Work…$50MUnion Health Service, Inc. Pension TrustUnion Health Service, Inc. P…$50MRetirement Plan for Employees of Plains Cotton Cooperative AssociationRetirement Plan for Employee…$50M
End-of-year total assets ($M) among Baton Rouge Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN720562245
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Bd of Trustees Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Jt Bd of Trustees Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$55M 24.171496795870716% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.2M $54.9M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 627 $44M
2023 1 626 $50M
2024 1 632 $55M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Baton Rouge Sheet Metal Workers Pension Fund, Total assets ($B): 0.049983738 · Participants: 626Baton Rouge Sheet Metal Workers Pension FundLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Baton Rouge Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Baton Rouge Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Bricklayers Allied Craftsmen Pension Plan Local No 3 in OH ($50M); by covered participants it is Willis North America Inc. Pension Plan in TN (626 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 Baton Rouge Sheet Metal Workers Pension Fund assets move in 2023? ▼
Baton Rouge Sheet Metal Workers Pension Fund grew at a solid clip - up 13.1% during 2023, from $44M to $50M. Reported net income was $6M.
How have Jt Bd of Trustees Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Bd of Trustees Sheet Metal Workers Pension Fund's sponsor-wide assets grew 24.2%, from $44M to $55M.
Where does Baton Rouge Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Baton Rouge Sheet Metal Workers Pension Fund 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 Defined Benefit (Pension) plans are similar in size to Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Allied Craftsmen Pension Plan Local No 3 in OH ($50M, 205 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willis North America Inc. Pension Plan in TN (626 participants, $709M 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 720562245.

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.