401(k) · DOL Form 5500 · 2023

Bot - Oregon Sheet Metal Workers Master Retirement Trust 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
688
Participants Below avg headcount
87th
Percentile by assets National rank
$84,051
Avg per participant Below avg balance/head
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Official DOL plan name: Ind Acct Plan for the Oregon Sheet Metal Workers · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction

$58M in assets, 688 participants

Bot - Oregon Sheet Metal Workers Master Retirement Trust's Ind Acct Plan for the Oregon Sheet Metal Workers reported $58M in total assets and 688 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,664 in Construction (9,030 peers)

Where Ind Acct Plan for the Oregon Sheet Metal Workers sits by assets

Ind Acct Plan for the Oregon Sheet Metal Workers sits in the top quartile of all filed plans by assets, $58M for 688 participants (~$84,051/participant), up 15.1% in 2023.

#7,664
in Construction (9,030 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ind Acct Plan for the Oregon Sheet Metal Workers's outsized position by total assets

Ind Acct Plan for the Oregon Sheet Metal Workers vs every filed plan by assets

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

$57,826,851 Top 13% higher than 87% 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

Ind Acct Plan for the Oregon Sheet Metal Workers 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. Ind Acct Plan for the Oregon Sheet Metal Workers sits mid-pack in the medium band (688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ind Acct Plan for the Oregon Sheet Metal Workers reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ind Acct Plan for the Oregon Sheet Metal Workers end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2023 · 401(k)

Ind Acct Plan for the Oregon Sheet Metal Workers · $58M · 688 · 87th

  • EOY $58M
  • EOY 688
  • EOY 87th
  • EOY 401(k)
  • EOY near Bank of Stockton 401(k) Plan and Trust
  • EOY ind #7664

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 →

Ind Acct Plan for the Oregon Sheet Metal Workers in the asset neighbourhood

Ind Acct Plan for the Oregon Sheet Metal WorkersInd Acct Plan for the Oregon…$58MMaupin, Cox, & Legoy Profit Sharing PlanMaupin, Cox, & Legoy Profit …$58MCleveland Browns Retirement Savings PlanCleveland Browns Retirement …$58MBank of Stockton 401(k) Plan and TrustBank of Stockton 401(k) Plan…$58MBeasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing PlanBeasley, Allen, Crow, Methvi…$58M
End-of-year total assets ($M) among Ind Acct Plan for the Oregon Sheet Metal Workers and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$8M
Employer EIN936018501
Plan Effective Date1988-01-01
Filing StatusFILING 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
$450M$500M$550M$600M$650M 202220232024 $481M $591M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 2,283 $481M
2023 2 2,310 $545M
2024 2 2,294 $591M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Ind Acct Plan for the Oregon Sheet Metal Workers, Total assets ($B): 0.057826851 · Participants: 688Ind Acct Plan for the Oregon Sheet Metal Workers401(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
Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ind Acct Plan for the Oregon Sheet Metal Workers side-by-side with 3 peers →

Ind Acct Plan for the Oregon Sheet Metal Workers's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Bank of Stockton 401(k) Plan and Trust in CA ($58M); by covered participants it is First Foundation Inc. Retirement Plan in CA (688 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (688 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 Ind Acct Plan for the Oregon Sheet Metal Workers assets move in 2023? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers grew sharply - up 15.1% during 2023, from $50M to $58M. Reported net income was $8M.
How have Bot - Oregon Sheet Metal Workers Master Retirement Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets grew 22.9%, from $481M to $591M.
Where does Ind Acct Plan for the Oregon Sheet Metal Workers rank by assets among Form 5500 filers? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Stockton 401(k) Plan and Trust in CA ($58M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by covered participants is First Foundation Inc. Retirement Plan in CA (688 participants, $77M 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 936018501.

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.