Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 590
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $271,211
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers Local No. 292 Pension Fund · Sponsored by Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund · Michigan · Manufacturing
$160M in assets, 590 participants
Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund's Sheet Metal Workers Local No. 292 Pension Fund reported $160M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,958 in Manufacturing (18,722 peers)
Where Sheet Metal Workers Local No. 292 Pension Fund sits by assets
Sheet Metal Workers Local No. 292 Pension Fund sits in the top 10% of all filed plans by assets, $160M for 590 participants (~$271,211/participant), up 9.7% in 2023.
- #16,958
- in Manufacturing (18,722 peers)
- +9.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Sheet Metal Workers Local No. 292 Pension Fund's outsized position by total assets
Sheet Metal Workers Local No. 292 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$160,014,552 Top 6% higher than 94% 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 No. 292 Pension Fund 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 Local No. 292 Pension Fund sits mid-pack in the medium band (590 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local No. 292 Pension Fund reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Sheet Metal Workers Local No. 292 Pension Fund end-of-year assets rose from $146M in the plan year 2022 filing to $160M in the plan year 2023 filing.
- Sheet Metal Workers Local No. 292 Pension Fund reported participants fell from 607 in the plan year 2022 filing to 590 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381659157 · Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund PY 2023 · Defined Benefit (Pension)
Sheet Metal Workers Local No. 292 Pension Fund · $160M · 590 · 94th
- TYPE $160M
- TYPE 590
- TYPE 94th
- TYPE Defined Benefit (Pension)
- TYPE near Oce Employees' Cash Accumulation Plan
- TYPE ind #16958
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 Michigan →
Sheet Metal Workers Local No. 292 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $13M |
| Employer EIN | 381659157 |
| Plan Effective Date | 1961-06-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees, Sheet Metal Workers Local No. 292 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 14.102865761205347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 607 | $146M |
| 2023 | 1 | 590 | $160M |
| 2024 | 1 | 608 | $166M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Sheet Metal Workers Local No. 292 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Oce Employees' Cash Accumulation Plan in NY ($160M); by covered participants it is Ila Local 1478-2 Pension Plan in NJ (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Oce Employees' Cash Accumulation Plan (NY) $160M · 600
- The Cooper Companies, Inc. Retirement Income Plan (CA) $160M · 1,628
- Hawaii Truckers-Teamsters Union Pension Plan (HI) $160M · 396
- Illinois Education Association Staff Retirement Plan (IL) $160M · 119
Similar participant headcount
Nearest other-state filings by covered participants (590 participants); asset peers above are excluded.
- Ila Local 1478-2 Pension Plan (NJ) 589 · 1 off
- Ziply Fiber Pension Plan (WA) 589 · 1 off
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association (HI) 589 · 1 off
- Ironworkers Local No 55 Pension Plan (OH) 591 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.