401(k) · DOL Form 5500 · 2023

Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan 401(k) Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
6,967
Participants Above avg headcount
96th
Percentile by assets National rank
$45,233
Avg per participant Low balance/head
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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.

  • #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.

#8,636
in Construction (9,030 peers)
+16.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Northwest Sheet Metal Workers Supp Pension Plan's outsized position by total assets

Northwest Sheet Metal Workers Supp Pension Plan vs every filed plan by assets

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

$315,139,801 Top 4% higher than 96% 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

Northwest Sheet Metal Workers Supp Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwest Sheet Metal Workers Supp Pension Plan lands in the large band (6,967 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911702340 · Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan PY 2023 · 401(k)

Northwest Sheet Metal Workers Supp Pension Plan · $315M · 6,967 · 96th

  • BOOK $315M
  • VS-ST 6,967
  • BOY 96th
  • SCH 401(k)
  • EBSA near Carl Zeiss, Inc. 401(k) Savings & Investment Plan
  • PART ind #8636

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 Oregon →

Northwest Sheet Metal Workers Supp Pension Plan in the asset neighbourhood

Frost Brown Todd LLP Retirement Savings PlanFrost Brown Todd LLP Retirem…$315MKci Holding USA, Inc. 401(k) PlanKci Holding USA, Inc. 401(k)…$315MWmchealth Network Affiliated Employers 401(k) PlanWmchealth Network Affiliated…$315MCarl Zeiss, Inc. 401(k) Savings & Investment PlanCarl Zeiss, Inc. 401(k) Savi…$315MNorthwest Sheet Metal Workers Supp Pension PlanNorthwest Sheet Metal Worker…$315M
End-of-year total assets ($M) among Northwest Sheet Metal Workers Supp Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$271M
Net Assets (End of Year)$315M
Net Income$44M
Employer EIN911702340
Plan Effective Date1996-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan)

Sponsor-wide plan assets over time

All Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$359M 32.55216576733619% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $271M $359M ▲ +32.6%
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 Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Northwest Sheet Metal Workers Supp Pension Plan, Total assets ($B): 0.315139801 · Participants: 6967Northwest Sheet Metal Workers Supp Pension Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Northwest Sheet Metal Workers Supp Pension Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Carl Zeiss, Inc. 401(k) Savings & Investment Plan in NY ($315M); by covered participants it is Expeditors International of Washington, Inc. 401(k) Plan in WA (6,966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($315M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,967 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 Northwest Sheet Metal Workers Supp Pension Plan assets move in 2023? ▼
Northwest Sheet Metal Workers Supp Pension Plan grew sharply - up 16.4% during 2023, from $271M to $315M. Reported net income was $44M.
How have Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's sponsor-wide assets grew 32.6%, from $271M to $359M.
Where does Northwest Sheet Metal Workers Supp Pension Plan rank by assets among Form 5500 filers? ▼
Northwest Sheet Metal Workers Supp Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Northwest Sheet Metal Workers Supp Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carl Zeiss, Inc. 401(k) Savings & Investment Plan in NY ($315M, 1,359 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Sheet Metal Workers Supp Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Expeditors International of Washington, Inc. 401(k) Plan in WA (6,966 participants, $1.0B 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 911702340.

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.