Profit Sharing · DOL Form 5500 · 2023
Smart Local 27 Annuity Fund Trustees Profit Sharing Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,008
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $138,341
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal, Air, Rail Transportation Local No.27 · Sponsored by Smart Local 27 Annuity Fund Trustees · New Jersey · Construction
$139M in assets, 1,008 participants
Smart Local 27 Annuity Fund Trustees's Sheet Metal, Air, Rail Transportation Local No.27 reported $139M in total assets and 1,008 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,272 in Construction (9,030 peers)
Where Sheet Metal, Air, Rail Transportation Local No.27 sits by assets
Sheet Metal, Air, Rail Transportation Local No.27 sits in the top 10% of all filed plans by assets, $139M for 1,008 participants (~$138,341/participant), up 12.5% in 2023.
- #8,272
- in Construction (9,030 peers)
- +12.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Sheet Metal, Air, Rail Transportation Local No.27's outsized position by total assets
Sheet Metal, Air, Rail Transportation Local No.27 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,448,094 Top 7% higher than 93% 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, Air, Rail Transportation Local No.27'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. Sheet Metal, Air, Rail Transportation Local No.27 lands in the large band (1,008 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal, Air, Rail Transportation Local No.27 reported net income rose from -$22M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Sheet Metal, Air, Rail Transportation Local No.27 end-of-year assets rose from $124M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Sheet Metal, Air, Rail Transportation Local No.27 reported participants rose from 986 in the plan year 2022 filing to 1,008 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222604860 · Smart Local 27 Annuity Fund Trustees PY 2023 · Profit Sharing
Sheet Metal, Air, Rail Transportation Local No.27 · $139M · 1,008 · 93rd
- PHOTO $139M
- IND 1,008
- EOY 93rd
- 5500 Profit Sharing
- ASSETS near Pointers, Cleaners & Caulkers Annuity Fund
- PCT ind #8272
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 New Jersey →
Sheet Metal, Air, Rail Transportation Local No.27 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $16M |
| Employer EIN | 222604860 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 27 Annuity Fund Trustees)
Sponsor-wide plan assets over time
All Smart Local 27 Annuity Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 19.554637227792742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 986 | $124M |
| 2023 | 1 | 1,008 | $139M |
| 2024 | 1 | 1,039 | $148M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Sheet Metal, Air, Rail Transportation Local No.27's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Pointers, Cleaners & Caulkers Annuity Fund in NY ($139M); by covered participants it is Atlanta Ironworkers Supplemental Retirement Plan in TN (1,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Pointers, Cleaners & Caulkers Annuity Fund (NY) $139M · 2,316
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan (MA) $138M · 272
- Wilson Tool International, Inc. Profit Sharing Plan (MN) $138M · 540
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $141M · 2,722
Similar participant headcount
Nearest other-state filings by covered participants (1,008 participants); asset peers above are excluded.
- Atlanta Ironworkers Supplemental Retirement Plan (TN) 1,011 · 3 off
- Plumbers and Steamfitters Local No. 7 Annuity Fund (NY) 1,012 · 4 off
- Presbyterian Medical Services Discretionary Contribution Plan (NM) 1,015 · 7 off
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) 1,015 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.