401(k)
2023 plan-year 401(k) DOL Form 5500

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Smw Union Local No. 24 Columbus ยท Ohio ยท Construction

What the 2023 filing shows

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan holds $39M for 776 participants - about $49,659 per participant, up 25.4% over the 2023 plan year.

$39M
total plan assets (2023 EOY)
776
covered participants
$49,659
avg assets per participant
+25.4%
assets growth YoY
Total Assets (2023)
$39M
Participants
776
State
Industry
Construction

What the Filing Says About Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan

Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan is a 401(k) retirement plan sponsored by Smw Union Local No. 24 Columbus, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 776 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 311764742, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2023 to $39M at year-end โ€” a gain of 25.4%. Net assets (after liabilities) closed the year at $39M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$8M
Plan Type401(k)
Employer EIN311764742
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

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

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

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan?
As of the 2023 Form 5500 filing, Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan holds $39M in total assets with 776 participants. It is sponsored by Smw Union Local No. 24 Columbus.
What type of plan is Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan?
Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 311764742.
Who sponsors the Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan?
Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan is sponsored by Smw Union Local No. 24 Columbus, located in Ohio. The sponsor's EIN is 311764742 and the plan operates in the Construction industry.
How did Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan perform in 2023?
Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan grew by 25.4% during 2023, moving from $31M to $39M in total assets. Net income was $8M.
Where can I find official filings for Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan?
Official Form 5500 filings for Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311764742 or plan name at efast.dol.gov.
How does Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan compare to other plans?
You can compare Sheet Metal Workers Union Local No.24 Columbus Area Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 311764742.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.