Defined Benefit (Pension) · DOL Form 5500 · 2023
Bot - Oregon Sheet Metal Workers Master Retirement Trust Pension Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 1,622
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $300,349
- Avg per participant High balance/head
Official DOL plan name: Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction
$487M in assets, 1,622 participants
Bot - Oregon Sheet Metal Workers Master Retirement Trust's Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported $487M in total assets and 1,622 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,766 in Construction (9,030 peers)
Coverage in Oregon
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust covers 1,622 participants in Oregon, 3.7x the typical Oregon plan (state average ~443 per filing). Assets: $487M.
- #8,766
- in Construction (9,030 peers)
- +13.1%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's outsized position by total assets
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$487,166,065 Top 3% higher than 97% 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
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust'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. Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust lands in the large band (1,622 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported net income rose from -$64M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust end-of-year assets rose from $431M in the plan year 2022 filing to $487M in the plan year 2023 filing.
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported participants rose from 1,589 in the plan year 2022 filing to 1,622 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2023 · Defined Benefit (Pension)
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · $487M · 1,622 · 97th
- TYPE $487M
- NET 1,622
- BOOK 97th
- VS-ST Defined Benefit (Pension)
- BOY near Sheet Metal Workers Pension Fund of Local Union No. 19
- SCH ind #8766
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 →
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $431M |
|---|---|
| Net Assets (End of Year) | $483M |
| Net Income | $56M |
| Employer EIN | 936018501 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)
Sponsor-wide plan assets over time
All Bot - Oregon Sheet Metal Workers Master Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $591M 22.93619198537966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,283 | $481M |
| 2023 | 2 | 2,310 | $545M |
| 2024 | 2 | 2,294 | $591M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Pension Fund of Local Union No. 19 in PA ($487M); by covered participants it is Waterfront Employers - Ila Pension Plan in SC (1,624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- Sheet Metal Workers Pension Fund of Local Union No. 19 (PA) $487M · 1,809
- Crown Equipment Corporation Retirement Plan (OH) $487M · 1,827
- Diageo North America, Inc. Cash Balance Pension Plan (NY) $487M · 1,629
- Pension Fund United Scenic Artists Local 829 (NJ) $488M · 3,050
Similar participant headcount
Nearest other-state filings by covered participants (1,622 participants); asset peers above are excluded.
- Waterfront Employers - Ila Pension Plan (SC) 1,624 · 2 off
- Carefirst, Inc. Retirement Plan (MD) 1,626 · 4 off
- Aramco U.S. Retirement Income Plan (TX) 1,618 · 4 off
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan (TX) 1,626 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.