Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Sheet Metal, Air Youngstown District Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 205
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $374,041
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction
$77M in assets, 205 participants
Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported $77M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,888 in Construction (9,030 peers)
Coverage in Ohio
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund covers 205 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $77M.
- #7,888
- in Construction (9,030 peers)
- +6.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's outsized position by total assets
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,678,507 Top 11% higher than 89% 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, Air, Rail & Transportation Association Local No. 33 Youngstown District 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. Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund end-of-year assets rose from $72M in the plan year 2022 filing to $77M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 341939172 · Board of Trustees Sheet Metal, Air Youngstown District PY 2023 · Defined Benefit (Pension)
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · $77M · 205 · 89th
- PHOTO $77M
- IND 205
- EOY 89th
- 5500 Defined Benefit (Pension)
- ASSETS near Meriwest Credit Union Retirement Plan
- PCT ind #7888
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 →
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $5M |
| Employer EIN | 341939172 |
| Plan Effective Date | 1964-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)
Sponsor-wide plan assets over time
All Board of Trustees Sheet Metal, Air Youngstown District plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 15.27338234801845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $72M |
| 2023 | 1 | 205 | $77M |
| 2024 | 1 | 199 | $83M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Meriwest Credit Union Retirement Plan in CA ($77M); by covered participants it is Southern Region of Teamsters Pension Plan in TX (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Southern Region of Teamsters Pension Plan (TX) 205 · 0 off
- Retirement Plan for Non Legal Employees of Stb LLP (NY) 205 · 0 off
- Invensys Pension Plan (IL) 205 · 0 off
- IBEW Local No. 32 - NECA Pension Plan (MI) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.