Profit Sharing · DOL Form 5500 · 2023

Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity Profit Sharing Plan

Data updated 2026-08-11

$21M
Total assets
101
Participants
74th
Percentile by assets
$211,105
Avg per participant
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Official DOL plan name: Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust · Sponsored by Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity · Maryland · Manufacturing

$21M in assets, 101 participants

Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity's Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust reported $21M in total assets and 101 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.

  • 74th percentile by assets (of 127,072 plans)
  • #11,971 in Manufacturing (18,722 peers)

Coverage in Maryland

Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust covers 101 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $21M.

$21M
total plan assets (2023 EOY)
101
covered participants
74th
percentile by assets (of 127,072 plans)
$211,105
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust reported participants fell from 241 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust reports 101 participants - about 11% of that state average ($21M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN521256774
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity)

$19.5M$20M$20.5M$21M$21.5M 202220232024 $19.7M $21.1M ▲ +7.1%
Total plan assets by year, all Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity plans on file
Year Plans Participants Total Assets
2022 1 241 $20M
2023 1 101 $21M
2024 1 56 $21M

Nearby Profit Sharing Plans in Maryland

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

Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sheet Metal Workers …Sprinkler Industry S…Nfl Player Annuity P…Major League Basebal…International Painte…Nfl Player Capital A…
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust assets move in 2023?
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust grew at a solid clip - up 8.0% during 2023, from $20M to $21M. Reported net income was $2M.
How have Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity's sponsor-wide assets grew 7.1%, from $20M to $21M.
Which Profit Sharing plans are similar in size to Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Valley Queen Company Stock Profit Sharing Plan and Trust in SD ($21M, 329 participants).

Next read for Sheet Metal Workers Local 100 (Baltimore…

Filing takeaways

Ways to act on Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust's numbers.

  • By total assets, Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
  • Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity's sponsor-wide assets have grown 7.1% since 2022 across 3 plan years on file. More Manufacturing plans