Other
2023 plan-year Other DOL Form 5500

Sheet Metal Workers Local No. 292 Pension Fund

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

Sponsored by Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund · Michigan · Manufacturing

What the 2023 filing shows

Sheet Metal Workers Local No. 292 Pension Fund holds $160M for 590 participants — about $271,211 per participant, up 9.7% over the 2023 plan year.

$160M
total plan assets (2023 EOY)
590
covered participants
$271,211
avg assets per participant
+9.7%
assets growth YoY
Total Assets (2023)
$160M
Participants
590
State
Industry
Manufacturing

What the Filing Says About Sheet Metal Workers Local No. 292 Pension Fund

Sheet Metal Workers Local No. 292 Pension Fund is a Other retirement plan sponsored by Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $160M in total end-of-year assets and covers 590 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 381659157, and the plan has been effective since 1961-06-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $146M at the beginning of 2023 to $160M at year-end — a gain of 9.7%. Net assets (after liabilities) closed the year at $158M, with reported net income of $13M 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)$146M
Total Assets (End of Year)$160M
Net Assets (End of Year)$158M
Net Income$13M
Plan TypeOther
Employer EIN381659157
Plan Effective Date1961-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund)

Year Plans Participants Total Assets
2022 1 607 $146M
2023 1 590 $160M
2024 1 608 $166M

Nearby Other Plans in Michigan

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sheet Metal Workers Local No. 292 Pension Fund?
As of the 2023 Form 5500 filing, Sheet Metal Workers Local No. 292 Pension Fund holds $160M in total assets with 590 participants. It is sponsored by Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund.
What type of plan is Sheet Metal Workers Local No. 292 Pension Fund?
Sheet Metal Workers Local No. 292 Pension Fund is a Other plan. It has been effective since 1961-06-21. The plan is filed with the U.S. Department of Labor under EIN 381659157.
Who sponsors the Sheet Metal Workers Local No. 292 Pension Fund?
Sheet Metal Workers Local No. 292 Pension Fund is sponsored by Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund, located in Michigan. The sponsor's EIN is 381659157 and the plan operates in the Manufacturing industry.
How did Sheet Metal Workers Local No. 292 Pension Fund perform in 2023?
Sheet Metal Workers Local No. 292 Pension Fund grew by 9.7% during 2023, moving from $146M to $160M in total assets. Net income was $13M.
Where can I find official filings for Sheet Metal Workers Local No. 292 Pension Fund?
Official Form 5500 filings for Sheet Metal Workers Local No. 292 Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381659157 or plan name at efast.dol.gov.
How does Sheet Metal Workers Local No. 292 Pension Fund compare to other plans?
You can compare Sheet Metal Workers Local No. 292 Pension Fund against other Other plans on the plan type page, or view plans in Michigan 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 381659157.

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.