401(k) · DOL Form 5500 · 2023
S & R Sheet Metal, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: S & R Sheet Metal, Inc. 401(k) Plan · Sponsored by S & R Sheet Metal, Inc. · Washington · Manufacturing
$4M in assets, 2 participants
S & R Sheet Metal, Inc.'s S & R Sheet Metal, Inc. 401(k) Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #4,041 in Manufacturing (18,722 peers)
S & R Sheet Metal, Inc. multi-year trail
S & R Sheet Metal, Inc.'s plans moved -62.6% in assets from 2022 to 2024; this filing shows S & R Sheet Metal, Inc. 401(k) Plan at $4M / 2 participants.
- #4,041
- in Manufacturing (18,722 peers)
- +20.7%
- assets growth YoY
S & R Sheet Metal, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
S & R Sheet Metal, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,561,721 38th percentile higher than 38% 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
S & R Sheet Metal, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S & R Sheet Metal, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S & R Sheet Metal, Inc. 401(k) Plan reported net income rose from $365K in the plan year 2022 filing to $612K in the plan year 2023 filing.
- S & R Sheet Metal, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 471076856 · S & R Sheet Metal, Inc. PY 2023 · 401(k)
S & R Sheet Metal, Inc. 401(k) Plan · $4M · 2 · 38th
- EOY $4M
- EOY 2
- EOY 38th
- EOY 401(k)
- EOY near Honeybee Foods Corporation 401(k) Plan
- EOY ind #4041
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 Manufacturing retirement plans → · Plans in Washington →
S & R Sheet Metal, Inc. 401(k) Plan in the asset neighbourhood
S & R Sheet Metal, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All S & R Sheet Metal, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 62.59409381696498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 16 | $9M |
| 2023 | 2 | 4 | $7M |
| 2024 | 1 | 3 | $3M |
S & R Sheet Metal, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $612K |
| Employer EIN | 471076856 |
| Plan Effective Date | 2014-06-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
S & R Sheet Metal, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Honeybee Foods Corporation 401(k) Plan in CA ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Honeybee Foods Corporation 401(k) Plan (CA) $4M · 1,242
- Rbv Holding Co. 401(k) Plan (MI) $4M · 28
- Img USA, Inc. 401(k) Plan (IL) $4M · 194
- American Consumer Shows LLC 401(k) Profit Sharing Plan & Trust (NY) $4M · 77
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.