Profit Sharing · DOL Form 5500 · 2023
Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $211,105
- Avg per participant Above avg balance/head
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.
- #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.
- #11,971
- in Manufacturing (18,722 peers)
- +8.0%
- assets growth YoY
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust's outsized position by total assets
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,321,574 Top 26% higher than 74% 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 Workers Local 100 (Baltimore Area) Annuity Plan and Trust 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 100 (Baltimore Area) Annuity Plan and Trust sits mid-pack in the medium band (101 participants).
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.
Published 5500 schedule card
Filing strip 521256774 · Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity PY 2023 · Profit Sharing
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust · $21M · 101 · 74th
- 5500 $21M
- ASSETS 101
- PCT 74th
- EIN Profit Sharing
- RANK near Valley Queen Company Stock Profit Sharing Plan and Trust
- PHOTO ind #11971
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 Manufacturing retirement plans → · Plans in Maryland →
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 521256774 |
| Plan Effective Date | 1982-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity)
Sponsor-wide plan assets over time
All Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 7.0589565366684575% vs 2022
- 2024 filing year
| 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.
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Valley Queen Company Stock Profit Sharing Plan and Trust in SD ($21M); by covered participants it is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 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 (101 participants); asset peers above are excluded.
- Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan (MA) 101 · 0 off
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC (NY) 101 · 0 off
- Hope for Youth, Inc. Retirement Plan (NY) 101 · 0 off
- Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan (NY) 101 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.