Profit Sharing · DOL Form 5500 · 2023

Smw Union Local No. 24 Columbus Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size: 776
Participants Near avg headcount: 83rd
Percentile by assets National rank: $49,659
Avg per participant Low balance/head

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Official DOL plan name: Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan · Sponsored by Smw Union Local No. 24 Columbus · Ohio · Construction

$39M in assets, 776 participants

Smw Union Local No. 24 Columbus's Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan reported $39M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

#7,299 in Construction (9,030 peers)

Where Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan sits by assets

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 776 participants (~$49,659/participant), up 25.4% in 2023.

#7,299
in Construction (9,030 peers): +25.4%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan's outsized position by total assets

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan vs every filed plan by assets

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

$38,535,510 Top 17% higher than 83% 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 Union Local No.24 Columbus Area Retirement Savings 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. Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan sits mid-pack in the medium band (776 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 Union Local No.24 Columbus Area Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan reported participants rose from 640 in the plan year 2022 filing to 776 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311764742 · Smw Union Local No. 24 Columbus PY 2023 · Profit Sharing

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan · $39M · 776 · 83rd

IND $39M
EOY 776
5500 83rd
ASSETS Profit Sharing
PCT near Northwestern Health Sciences University Defined Contribution Plan
EIN ind #7299

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 Ohio →

End-of-year total assets ($M) among Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$39M
Net Income	$8M
Employer EIN	311764742
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Smw Union Local No. 24 Columbus)

Latest sponsor-wide plan assets: $48M 55.10337946194732% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	640	$31M
2023	1	776	$39M
2024	1	915	$48M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Cleveland Clinic Investment Pension Plan $1.5B · 48,582
Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
Three Rivers Annuity Fund $199M · 1,460
Holzer Health System 401a Profit Sharing Plan $175M · 1,779

Compare Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan side-by-side with 3 peers →

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Northwestern Health Sciences University Defined Contribution Plan in MN ($39M); by covered participants it is Canadian Pacific U.S. Salaried Retirement Income Plan in MN (777 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Northwestern Health Sciences University Defined Contribution Plan (MN) $39M · 252
University School of Nashville Retirement Plan (TN) $39M · 271
Iron Workers Local Union 60 Annuity Pension Plan (NY) $38M · 389
The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan (WA) $39M · 428

Similar participant headcount

Nearest other-state filings by covered participants (776 participants); asset peers above are excluded.

Canadian Pacific U.S. Salaried Retirement Income Plan (MN) 777 · 1 off
I.U.O.E. Annuity Fund Local 137,137a,137b,137c, and 137r (NY) 778 · 2 off
Stanford Health Care Tri-Valley Defined Contribution Retirement Plan (CA) 774 · 2 off
Union Amcor Investment Profit Sharing Plan (WI) 772 · 4 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 Union Local No.24 Columbus Area Retirement Savings Plan assets move in 2023? ▼

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan grew sharply - up 25.4% during 2023, from $31M to $39M. Reported net income was $8M.

How have Smw Union Local No. 24 Columbus plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smw Union Local No. 24 Columbus's sponsor-wide assets grew 55.1%, from $31M to $48M.

Where does Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Northwestern Health Sciences University Defined Contribution Plan in MN ($39M, 252 participants).

Which Profit Sharing plans cover a similar participant headcount to Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Canadian Pacific U.S. Salaried Retirement Income Plan in MN (777 participants, $19M 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 311764742.