401(k) · DOL Form 5500 · 2023
Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan 401(k) Plan
Data updated 2026-08-11
- $315M
- Total assets
- 6,967
- Participants
- 96th
- Percentile by assets
- $45,233
- Avg per participant
Official DOL plan name: Northwest Sheet Metal Workers Supp Pension Plan · Sponsored by Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan · Oregon · Construction
$315M in assets, 6,967 participants
Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's Northwest Sheet Metal Workers Supp Pension Plan reported $315M in total assets and 6,967 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,636 in Construction (9,030 peers)
Coverage in Oregon
Northwest Sheet Metal Workers Supp Pension Plan covers 6,967 participants in Oregon, 16x the typical Oregon plan (state average ~443 per filing). Assets: $315M.
- $315M
- total plan assets (2023 EOY)
- 6,967
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $45,233
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northwest Sheet Metal Workers Supp Pension Plan reported net income rose from -$44M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Northwest Sheet Metal Workers Supp Pension Plan end-of-year assets rose from $271M in the plan year 2022 filing to $315M in the plan year 2023 filing.
- Northwest Sheet Metal Workers Supp Pension Plan reported participants fell from 7,487 in the plan year 2022 filing to 6,967 in the plan year 2023 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Northwest Sheet Metal Workers Supp Pension Plan reports 6,967 participants - 16x that state average ($315M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $271M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | $44M |
| Employer EIN | 911702340 |
| Plan Effective Date | 1996-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,487 | $271M |
| 2023 | 1 | 6,967 | $315M |
| 2024 | 1 | 7,227 | $359M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Scale composition for Northwest Sheet Metal Workers Supp Pension Plan
Northwest Sheet Metal Workers Supp Pension Plan reports $315M in end-of-year assets across 6,967 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $45,233 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 911702340, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $271M to $359M (+32.6%) while covered participants moved from 7,487 to 7,227 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,487 | $271M | Open filing |
| 2023 | 6,967 | $315M | This page |
| 2024 · index core | 7,227 | $359M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Northwest Sheet Metal Workers Supp Pension Plan (401(k), $359M, 7,227 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Northwest Sheet Metal Workers Supp Pension Plan by total assets, not by location.
- Carl Zeiss, Inc. 401(k) Savings & Investment Plan (NY) $315M · 1,359
- Wmchealth Network Affiliated Employers 401(k) Plan (NY) $315M · 3,927
- Kci Holding USA, Inc. 401(k) Plan (OH) $315M · 2,069
- Frost Brown Todd LLP Retirement Savings Plan (KY) $315M · 658
Frequently Asked Questions
How did Northwest Sheet Metal Workers Supp Pension Plan assets move in 2023? ▼
How have Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plan assets changed over time? ▼
Where does Northwest Sheet Metal Workers Supp Pension Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Northwest Sheet Metal Workers Supp Pension Plan? ▼
Next read for Northwest Sheet Metal Workers Supp Pensi…
Filing takeaways
Ways to act on Northwest Sheet Metal Workers Supp Pension Plan's numbers.
- By total assets, Northwest Sheet Metal Workers Supp Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Construction plans