Profit Sharing · DOL Form 5500 · 2023
Smart Local 27 Annuity Fund Trustees Profit Sharing Plan
Data updated 2026-08-11
- $139M
- Total assets
- 1,008
- Participants
- 93rd
- Percentile by assets
- $138,341
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $139M
- total plan assets (2023 EOY)
- 1,008
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $138,341
- avg assets per participant
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.
Sheet Metal, Air, Rail Transportation Local No.27 vs the 2023 asset distribution
By assets, Sheet Metal, Air, Rail Transportation Local No.27 outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Sheet Metal, Air, Rail Transportation Local No.27 vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal, Air, Rail Transportation Local No.27 by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal, Air, Rail Transportation Local No.27 assets move in 2023? ▼
How have Smart Local 27 Annuity Fund Trustees plan assets changed over time? ▼
Where does Sheet Metal, Air, Rail Transportation Local No.27 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal, Air, Rail Transportation Local No.27? ▼
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Ways to act on Sheet Metal, Air, Rail Transportation Local No.27's numbers.
- By total assets, Sheet Metal, Air, Rail Transportation Local No.27 ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Smart Local 27 Annuity Fund Trustees's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Construction plans