Defined Benefit (Pension) · DOL Form 5500 · 2023

Sheet Metal Workers Local No. 4 Pension Plan Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
247
Participants Below avg headcount
85th
Percentile by assets National rank
$189,060
Avg per participant Above avg balance/head
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Official DOL plan name: Sheet Metal Workers Local No. 4 Pension Plan · Sponsored by Sheet Metal Workers Local No. 4 Pension Plan · Tennessee · Construction

$47M in assets, 247 participants

Sheet Metal Workers Local No. 4 Pension Plan's Sheet Metal Workers Local No. 4 Pension Plan reported $47M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,463 in Construction (9,030 peers)

Coverage in Tennessee

Sheet Metal Workers Local No. 4 Pension Plan covers 247 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $47M.

#7,463
in Construction (9,030 peers)
+11.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sheet Metal Workers Local No. 4 Pension Plan's outsized position by total assets

Sheet Metal Workers Local No. 4 Pension Plan vs every filed plan by assets

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

$46,697,742 Top 15% higher than 85% 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

Sheet Metal Workers Local No. 4 Pension 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 Local No. 4 Pension Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal Workers Local No. 4 Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sheet Metal Workers Local No. 4 Pension Plan end-of-year assets rose from $42M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620800645 · Sheet Metal Workers Local No. 4 Pension Plan PY 2023 · Defined Benefit (Pension)

Sheet Metal Workers Local No. 4 Pension Plan · $47M · 247 · 85th

  • TYPE $47M
  • NET 247
  • BOOK 85th
  • VS-ST Defined Benefit (Pension)
  • BOY near Ridley USA Inc Salaried Retirement Plan
  • SCH ind #7463

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 Tennessee →

Sheet Metal Workers Local No. 4 Pension Plan in the asset neighbourhood

Wec Energy Group Retirement Plan for Minnesota Energy Resources CorporationWec Energy Group Retirement …$47MU.F.C.W. District Union Local Two & Employers Pension FundU.F.C.W. District Union Loca…$47MNus Corporation Employees' Pension PlanNus Corporation Employees' P…$47MRidley USA Inc Salaried Retirement PlanRidley USA Inc Salaried Reti…$47MSheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$47M
End-of-year total assets ($M) among Sheet Metal Workers Local No. 4 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income$4M
Employer EIN620800645
Plan Effective Date1968-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local No. 4 Pension Plan)

Sponsor-wide plan assets over time

All Sheet Metal Workers Local No. 4 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$55M 30.107678723392777% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.9M $54.5M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 245 $42M
2023 1 247 $47M
2024 1 433 $55M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Sheet Metal Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Sheet Metal Workers Local No. 4 Pension Plan, Total assets ($B): 0.046697742 · Participants: 247Sheet Metal Workers Local No. 4 Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Sheet Metal Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Sheet Metal Workers Local No. 4 Pension Plan side-by-side with 3 peers →

Sheet Metal Workers Local No. 4 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Ridley USA Inc Salaried Retirement Plan in MN ($47M); by covered participants it is Woodward Hrt Pension Plan in CO (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Sheet Metal Workers Local No. 4 Pension Plan assets move in 2023? ▼
Sheet Metal Workers Local No. 4 Pension Plan grew at a solid clip - up 11.4% during 2023, from $42M to $47M. Reported net income was $4M.
How have Sheet Metal Workers Local No. 4 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local No. 4 Pension Plan's sponsor-wide assets grew 30.1%, from $42M to $55M.
Where does Sheet Metal Workers Local No. 4 Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No. 4 Pension Plan ranks in the 85th 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 Sheet Metal Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ridley USA Inc Salaried Retirement Plan in MN ($47M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Woodward Hrt Pension Plan in CO (247 participants, $153M 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 620800645.

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.