Profit Sharing · DOL Form 5500 · 2023
Sheet Metal Workers Local No. 17 Annuity Income Fund Profit Sharing Plan
Data updated 2026-08-25
- $617M
- Total assets Above avg plan size
- 2,868
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $215,043
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local 17 Annuity Income Fund · Sponsored by Sheet Metal Workers Local No. 17 Annuity Income Fund · Massachusetts · Administrative & Support Services
$617M in assets, 2,868 participants
Sheet Metal Workers Local No. 17 Annuity Income Fund's Sheet Metal Workers Local 17 Annuity Income Fund reported $617M in total assets and 2,868 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #4,339 in Administrative & Support Services (4,372 peers)
Coverage in Massachusetts
Sheet Metal Workers Local 17 Annuity Income Fund covers 2,868 participants in Massachusetts, 4.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $617M.
- #4,339
- in Administrative & Support Services (4,372 peers)
- +14.1%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 17 Annuity Income Fund's outsized position by total assets
Sheet Metal Workers Local 17 Annuity Income Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$616,742,666 Top 2% higher than 98% 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 17 Annuity Income Fund'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 17 Annuity Income Fund lands in the large band (2,868 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local 17 Annuity Income Fund reported net income rose from -$21M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Sheet Metal Workers Local 17 Annuity Income Fund reported participants rose from 2,153 in the plan year 2022 filing to 2,868 in the plan year 2023 filing.
- Sheet Metal Workers Local 17 Annuity Income Fund end-of-year assets rose from $540M in the plan year 2022 filing to $617M in the plan year 2023 filing.
DOL schedule card
Filing strip 046394579 · Sheet Metal Workers Local No. 17 Annuity Income Fund PY 2023 · Profit Sharing
Sheet Metal Workers Local 17 Annuity Income Fund · $617M · 2,868 · 98th
- VS-ST $617M
- VS-ST 2,868
- VS-ST 98th
- VS-ST Profit Sharing
- VS-ST near Nfl Player Capital Accumulation Plan
- VS-ST ind #4339
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Sheet Metal Workers Local 17 Annuity Income Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $540M |
|---|---|
| Net Assets (End of Year) | $616M |
| Net Income | $76M |
| Employer EIN | 046394579 |
| Plan Effective Date | 1975-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local No. 17 Annuity Income Fund)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local No. 17 Annuity Income Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $656M 21.42736118642519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,153 | $540M |
| 2023 | 1 | 2,868 | $617M |
| 2024 | 1 | 3,065 | $656M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Medical Information Technology, Inc. Profit Sharing Plan $405M · 3,041
Sheet Metal Workers Local 17 Annuity Income Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Nfl Player Capital Accumulation Plan in MD ($617M); by covered participants it is Chicago Painters and Decorators Retirement Savings in IL (2,860 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($617M here).
- Nfl Player Capital Accumulation Plan (MD) $617M · 2,701
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) $613M · 3,885
- International Painters and Allied Trades Industry Annuity Plan (MD) $622M · 10,625
- Fairview Health Services Pension Plan (MN) $610M · 4,828
Similar participant headcount
Nearest other-state filings by covered participants (2,868 participants); asset peers above are excluded.
- Chicago Painters and Decorators Retirement Savings (IL) 2,860 · 8 off
- Front Porch Retirement Plan (CA) 2,837 · 31 off
- Link Homecare, LLC Retirement Plan and Trust (NY) 2,900 · 32 off
- Murphy USA Inc. Profit Sharing Plan (AR) 2,908 · 40 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.