401(k) · DOL Form 5500 · 2023
Sheet Metal Workers Local 100 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 3,224
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $45,810
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers Local 100 401(k) Plan · Sponsored by Sheet Metal Workers Local 100 401(k) Plan · Oregon · Construction
$148M in assets, 3,224 participants
Sheet Metal Workers Local 100 401(k) Plan's Sheet Metal Workers Local 100 401(k) Plan reported $148M in total assets and 3,224 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.
- #8,307 in Construction (9,030 peers)
Coverage in Oregon
Sheet Metal Workers Local 100 401(k) Plan covers 3,224 participants in Oregon, 7.3x the typical Oregon plan (state average ~443 per filing). Assets: $148M.
- #8,307
- in Construction (9,030 peers)
- +13.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 100 401(k) Plan's outsized position by total assets
Sheet Metal Workers Local 100 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$147,690,274 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 Workers Local 100 401(k) Plan'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 Workers Local 100 401(k) Plan lands in the large band (3,224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local 100 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Sheet Metal Workers Local 100 401(k) Plan end-of-year assets rose from $130M in the plan year 2022 filing to $148M in the plan year 2023 filing.
- Sheet Metal Workers Local 100 401(k) Plan reported participants rose from 3,049 in the plan year 2022 filing to 3,224 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 522080474 · Sheet Metal Workers Local 100 401(k) Plan PY 2023 · 401(k)
Sheet Metal Workers Local 100 401(k) Plan · $148M · 3,224 · 93rd
- PCT $148M
- PCT 3,224
- PCT 93rd
- PCT 401(k)
- PCT near Glory Global Solutions 401(k) Plan
- PCT ind #8307
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 →
Sheet Metal Workers Local 100 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $17M |
| Employer EIN | 522080474 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 100 401(k) Plan)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local 100 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 23.63219486804509% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,049 | $130M |
| 2023 | 1 | 3,224 | $148M |
| 2024 | 1 | 3,249 | $161M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Sheet Metal Workers Local 100 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Glory Global Solutions 401(k) Plan in IL ($148M); by covered participants it is The Shyft Group Retirement Plan in MI (3,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- Glory Global Solutions 401(k) Plan (IL) $148M · 1,028
- Loram Retirement Plan (MN) $148M · 1,095
- Danfoss USA Savings Plan II (IA) $148M · 2,566
- Erlanger Health 401(a) Retirement Savings Plan (TN) $148M · 5,589
Similar participant headcount
Nearest other-state filings by covered participants (3,224 participants); asset peers above are excluded.
- The Shyft Group Retirement Plan (MI) 3,227 · 3 off
- The 401(k) Plan Sponsored by Aegis Therapies (AR) 3,220 · 4 off
- Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan (TX) 3,219 · 5 off
- Peoplelink, LLC 401(k) Plan (IN) 3,219 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.