Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 550
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $58,714
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 292 Annuity Fund · Sponsored by Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund · Michigan · Manufacturing
$32M in assets, 550 participants
Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund's Sheet Metal Workers Local Union No. 292 Annuity Fund reported $32M in total assets and 550 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #13,547 in Manufacturing (18,722 peers)
Where Sheet Metal Workers Local Union No. 292 Annuity Fund sits by assets
Sheet Metal Workers Local Union No. 292 Annuity Fund sits in the top quartile of all filed plans by assets, $32M for 550 participants (~$58,714/participant), up 17.5% in 2023.
- #13,547
- in Manufacturing (18,722 peers)
- +17.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 292 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 292 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,292,933 Top 20% higher than 80% 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 Union No. 292 Annuity Fund 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 Union No. 292 Annuity Fund sits mid-pack in the medium band (550 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local Union No. 292 Annuity Fund reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 292 Annuity Fund end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 292 Annuity Fund reported participants fell from 556 in the plan year 2022 filing to 550 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 383204600 · Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund PY 2023 · Profit Sharing
Sheet Metal Workers Local Union No. 292 Annuity Fund · $32M · 550 · 80th
- EIN $32M
- RANK 550
- PHOTO 80th
- IND Profit Sharing
- EOY near Saint Martin's University 403(b) Plan
- 5500 ind #13547
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 Michigan →
Sheet Metal Workers Local Union No. 292 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 383204600 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 35.963136316363126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $27M |
| 2023 | 1 | 550 | $32M |
| 2024 | 1 | 537 | $37M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Sheet Metal Workers Local Union No. 292 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Saint Martin's University 403(b) Plan in WA ($32M); by covered participants it is Atlantis Healthcare 1165(e) Savings Plan for Non-Union in PR (550 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Saint Martin's University 403(b) Plan (WA) $32M · 468
- Cullen Profit Sharing Plan and Trust (WI) $32M · 164
- Anderson Regional Medical Center Retirement Savings Plan (MS) $32M · 1,515
- Teva Pr LLC Savings Plan (PR) $32M · 129
Similar participant headcount
Nearest other-state filings by covered participants (550 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.