Defined Benefit (Pension) · DOL Form 5500 · 2023

Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund Pension Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
1,635
Participants Near avg headcount
93rd
Percentile by assets National rank
$87,865
Avg per participant Below avg balance/head
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Official DOL plan name: Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · Sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund · Massachusetts · Construction

$144M in assets, 1,635 participants

Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund's Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported $144M in total assets and 1,635 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.

  • #8,291 in Construction (9,030 peers)

Coverage in Massachusetts

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan covers 1,635 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $144M.

#8,291
in Construction (9,030 peers)
+18.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan's outsized position by total assets

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$143,658,646 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Union No. 17 Supplemental Pension 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 Union No. 17 Supplemental Pension Plan lands in the large band (1,635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan end-of-year assets rose from $121M in the plan year 2022 filing to $144M in the plan year 2023 filing.
  • Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported participants rose from 1,505 in the plan year 2022 filing to 1,635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200845880 · Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund PY 2023 · Defined Benefit (Pension)

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · $144M · 1,635 · 93rd

  • PHOTO $144M
  • PHOTO 1,635
  • PHOTO 93rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Lear Combined Pension Plan
  • PHOTO ind #8291

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 Massachusetts →

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan in the asset neighbourhood

IBEW Local Union 363 Pension$144MLear Combined Pension Plan$144MSheet Metal Workers Local Union No. 17 Supplemental Pension PlanSheet Metal Workers Local Un…$144MKansas City Life Insurance Company Cash Balance Pension PlanKansas City Life Insurance C…$143MSisecam US Pension Plan$143M
End-of-year total assets ($M) among Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$144M
Net Income$23M
Employer EIN200845880
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund)

Sponsor-wide plan assets over time

All Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$165M 36.8848247970789% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $121M $165M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 1,505 $121M
2023 1 1,635 $144M
2024 1 1,671 $165M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan, Total assets ($B): 0.143658646 · Participants: 1635Sheet Metal Workers Local Union No. 17 Supplemental Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan side-by-side with 3 peers →

Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Lear Combined Pension Plan in MI ($144M); by covered participants it is Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries in NJ (1,633 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,635 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan assets move in 2023? ▼
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan grew sharply - up 18.9% during 2023, from $121M to $144M. Reported net income was $23M.
How have Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund's sponsor-wide assets grew 36.9%, from $121M to $165M.
Where does Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lear Combined Pension Plan in MI ($144M, 704 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries in NJ (1,633 participants, $703M in assets).

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 200845880.

Read our methodology - how this data is sourced, computed, and verified.

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