401(k) · DOL Form 5500 · 2023

Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
217
Participants Below avg headcount
53rd
Percentile by assets National rank
$35,416
Avg per participant Low balance/head
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Official DOL plan name: Sheet Metal Workers' 270 Defined Contribution Pension Plan · Sponsored by Trustees-Sheet Metal Workers' Local 270 DC Pension Plan · Oklahoma · Construction

$8M in assets, 217 participants

Trustees-Sheet Metal Workers' Local 270 DC Pension Plan's Sheet Metal Workers' 270 Defined Contribution Pension Plan reported $8M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,635 in Construction (9,030 peers)

Coverage in Oklahoma

Sheet Metal Workers' 270 Defined Contribution Pension Plan covers 217 participants in Oklahoma, about 29% of the average Oklahoma filer (state average ~760 per filing). Assets: $8M.

#4,635
in Construction (9,030 peers)
+23.5%
assets growth YoY

Sheet Metal Workers' 270 Defined Contribution Pension Plan's mid-pack asset rank among Construction and all filers

Sheet Metal Workers' 270 Defined Contribution Pension Plan vs every filed plan by assets

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

$7,685,341 Top 47% higher than 53% 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' 270 Defined Contribution Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers' 270 Defined Contribution Pension Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal Workers' 270 Defined Contribution Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sheet Metal Workers' 270 Defined Contribution Pension Plan reported participants fell from 568 in the plan year 2022 filing to 217 in the plan year 2023 filing.
  • Sheet Metal Workers' 270 Defined Contribution Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272519987 · Trustees-Sheet Metal Workers' Local 270 DC Pension Plan PY 2023 · 401(k)

Sheet Metal Workers' 270 Defined Contribution Pension Plan · $8M · 217 · 53rd

  • ASSETS $8M
  • PCT 217
  • EIN 53rd
  • RANK 401(k)
  • PHOTO near Performance Marketing 401(k) Retirement Savings Plan
  • IND ind #4635

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 Oklahoma →

Sheet Metal Workers' 270 Defined Contribution Pension Plan in the asset neighbourhood

Sheet Metal Workers' 270 Defined Contribution Pension PlanSheet Metal Workers' 270 Def…$8MPerformance Marketing 401(k) Retirement Savings PlanPerformance Marketing 401(k)…$8MGrizzly Imports, Inc. 401(k) Profit Sharing Plan & TrustGrizzly Imports, Inc. 401(k)…$8MNortheast Metroplex Orthopedic Associates, P.a. 401(k) Profit Sharing PlanNortheast Metroplex Orthoped…$8MHarmar Mobility 401(k) Profit Sharing Plan & TrustHarmar Mobility 401(k) Profi…$8M
End-of-year total assets ($M) among Sheet Metal Workers' 270 Defined Contribution Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN272519987
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees-Sheet Metal Workers' Local 270 DC Pension Plan)

Sponsor-wide plan assets over time

All Trustees-Sheet Metal Workers' Local 270 DC Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.33252657934703% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.22M $8.74M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 568 $6M
2023 1 217 $8M
2024 1 297 $9M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers' 270 Defined Contribution Pension Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Sheet Metal Workers' 270 Defined Contribution Pension Plan, Total assets ($B): 0.007685341 · Participants: 217Sheet Metal Workers' 270 Defined Contribution Pension PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Sheet Metal Workers' 270 Defined Contribution Pension Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sheet Metal Workers' 270 Defined Contribution Pension Plan side-by-side with 3 peers →

Sheet Metal Workers' 270 Defined Contribution Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Performance Marketing 401(k) Retirement Savings Plan in MA ($8M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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' 270 Defined Contribution Pension Plan assets move in 2023? ▼
Sheet Metal Workers' 270 Defined Contribution Pension Plan grew sharply - up 23.5% during 2023, from $6M to $8M. Reported net income was $1M.
How have Trustees-Sheet Metal Workers' Local 270 DC Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees-Sheet Metal Workers' Local 270 DC Pension Plan's sponsor-wide assets grew 40.3%, from $6M to $9M.
Which 401(k) plans are similar in size to Sheet Metal Workers' 270 Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Performance Marketing 401(k) Retirement Savings Plan in MA ($8M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Sheet Metal Workers' 270 Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 272519987.

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.