Money Purchase · DOL Form 5500 · 2023

Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
202
Participants Below avg headcount
74th
Percentile by assets National rank
$106,314
Avg per participant Below avg balance/head
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Official DOL plan name: Rhode Island Sheet Metal Workers Local 17 Annuity Fund · Sponsored by Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees · Rhode Island · Construction

$21M in assets, 202 participants

Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees's Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported $21M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,547 in Construction (9,030 peers)

Coverage in Rhode Island

Rhode Island Sheet Metal Workers Local 17 Annuity Fund covers 202 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $21M.

#6,547
in Construction (9,030 peers)
+14.6%
assets growth YoY

Rhode Island Sheet Metal Workers Local 17 Annuity Fund's outsized position by total assets

Rhode Island Sheet Metal Workers Local 17 Annuity Fund vs every filed plan by assets

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

$21,475,423 Top 26% higher than 74% 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

Rhode Island Sheet Metal Workers Local 17 Annuity 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. Rhode Island Sheet Metal Workers Local 17 Annuity Fund sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rhode Island Sheet Metal Workers Local 17 Annuity Fund end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported participants rose from 186 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050398597 · Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees PY 2023 · Money Purchase

Rhode Island Sheet Metal Workers Local 17 Annuity Fund · $21M · 202 · 74th

  • TYPE $21M
  • TYPE 202
  • TYPE 74th
  • TYPE Money Purchase
  • TYPE near Sherin and Lodgen Retirement Plan
  • TYPE ind #6547

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 Rhode Island →

Rhode Island Sheet Metal Workers Local 17 Annuity Fund in the asset neighbourhood

Opto 22 Money Purchase Pension Plan and TrustOpto 22 Money Purchase Pensi…$22MMorningside University Defined Contribution RetireMorningside University Defin…$22MRhode Island Sheet Metal Workers Local 17 Annuity FundRhode Island Sheet Metal Wor…$21MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$21MFrozen Phs 401(a) Plan$21M
End-of-year total assets ($M) among Rhode Island Sheet Metal Workers Local 17 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN050398597
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees)

Sponsor-wide plan assets over time

All Ri Sheet Metal Workers L17 Annuity Fd,Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $18.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 186 $19M
2023 1 202 $21M
2024 1 213 N/A

Nearby Money Purchase Plans in Rhode Island

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Rhode Island Sheet Metal Workers Local 17 Annuity Fund vs. nearby Money Purchase plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200250 Total assets ($M) Participants Rhode Island Sheet Metal Workers Local 17 Annuity Fund, Total assets ($M): 21.475423 · Participants: 202Rhode Island Sheet Metal Workers Local 17 Annuity FundRhode Island Laborers Annuity Fund, Total assets ($M): 226.775912 · Participants: 9169Rhode Island Laborers Annuity FundInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 143.118637 · Participants: 994International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanPlumbers & Pipefitters Local Union #51 Annuity Plan, Total assets ($M): 73.474231 · Participants: 1273Plumbers & Pipefitters Local Union #51 Annuity PlanAmerican Mathematical Society Retirement Plan, Total assets ($M): 59.28765 · Participants: 171American Mathematical Society Retirement PlanBlackstone Valley Community Health Care Retirement Plan, Total assets ($M): 15.821311 · Participants: 221Blackstone Valley Community Health Care Retirement Plan
Rhode Island Sheet Metal Workers Local 17 Annuity Fund vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
Compare Rhode Island Sheet Metal Workers Local 17 Annuity Fund side-by-side with 3 peers →

Rhode Island Sheet Metal Workers Local 17 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Rhode Island, the nearest Money Purchase by assets is Sherin and Lodgen Retirement Plan in MA ($21M); by covered participants it is Pax Machine Works, Inc. Pension Plan & Trust in OH (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Rhode Island Sheet Metal Workers Local 17 Annuity Fund assets move in 2023? ▼
Rhode Island Sheet Metal Workers Local 17 Annuity Fund grew at a solid clip - up 14.6% during 2023, from $19M to $21M. Reported net income was $3M.
Which Money Purchase plans are similar in size to Rhode Island Sheet Metal Workers Local 17 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Sherin and Lodgen Retirement Plan in MA ($21M, 58 participants).
Which Money Purchase plans cover a similar participant headcount to Rhode Island Sheet Metal Workers Local 17 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pax Machine Works, Inc. Pension Plan & Trust in OH (203 participants, $29M 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 050398597.

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.