401(k)
2023 plan-year 401(k) DOL Form 5500

Sheet Metal Workers Local 100 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sheet Metal Workers Local 100 401(k) Plan · Oregon · Construction

What the 2023 filing shows

Sheet Metal Workers Local 100 401(k) Plan holds $148M for 3,224 participants — about $45,810 per participant, up 13.3% over the 2023 plan year.

$148M
total plan assets (2023 EOY)
3,224
covered participants
$45,810
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$148M
Participants
3,224
State
Industry
Construction

What the Filing Says About Sheet Metal Workers Local 100 401(k) Plan

Sheet Metal Workers Local 100 401(k) Plan is a 401(k) retirement plan sponsored by Sheet Metal Workers Local 100 401(k) Plan, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $148M in total end-of-year assets and covers 3,224 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 522080474, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $130M at the beginning of 2023 to $148M at year-end — a gain of 13.3%. Net assets (after liabilities) closed the year at $148M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$130M
Total Assets (End of Year)$148M
Net Assets (End of Year)$148M
Net Income$17M
Plan Type401(k)
Employer EIN522080474
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local 100 401(k) Plan)

Year Plans Participants Total Assets
2022 1 3,049 $130M
2023 1 3,224 $148M
2024 1 3,249 $161M

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Frequently Asked Questions

How much money is in the Sheet Metal Workers Local 100 401(k) Plan?
As of the 2023 Form 5500 filing, Sheet Metal Workers Local 100 401(k) Plan holds $148M in total assets with 3,224 participants. It is sponsored by Sheet Metal Workers Local 100 401(k) Plan.
What type of plan is Sheet Metal Workers Local 100 401(k) Plan?
Sheet Metal Workers Local 100 401(k) Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 522080474.
Who sponsors the Sheet Metal Workers Local 100 401(k) Plan?
Sheet Metal Workers Local 100 401(k) Plan is sponsored by Sheet Metal Workers Local 100 401(k) Plan, located in Oregon. The sponsor's EIN is 522080474 and the plan operates in the Construction industry.
How did Sheet Metal Workers Local 100 401(k) Plan perform in 2023?
Sheet Metal Workers Local 100 401(k) Plan grew by 13.3% during 2023, moving from $130M to $148M in total assets. Net income was $17M.
Where can I find official filings for Sheet Metal Workers Local 100 401(k) Plan?
Official Form 5500 filings for Sheet Metal Workers Local 100 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522080474 or plan name at efast.dol.gov.
How does Sheet Metal Workers Local 100 401(k) Plan compare to other plans?
You can compare Sheet Metal Workers Local 100 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 522080474.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.