401(k) · DOL Form 5500 · 2023
Sheet Metal Workers International Assoc., Local 3 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 733
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $68,574
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers International Assoc., Local 3 401(k) Plan · Sponsored by Sheet Metal Workers International Assoc., Local 3 · Nebraska · Construction
$50M in assets, 733 participants
Sheet Metal Workers International Assoc., Local 3's Sheet Metal Workers International Assoc., Local 3 401(k) Plan reported $50M in total assets and 733 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,541 in Construction (9,030 peers)
Where Sheet Metal Workers International Assoc., Local 3 401(k) Plan sits by assets
Sheet Metal Workers International Assoc., Local 3 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 733 participants (~$68,574/participant), up 15.9% in 2023.
- #7,541
- in Construction (9,030 peers)
- +15.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sheet Metal Workers International Assoc., Local 3 401(k) Plan's outsized position by total assets
Sheet Metal Workers International Assoc., Local 3 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,264,443 Top 14% higher than 86% 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 International Assoc., Local 3 401(k) 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 International Assoc., Local 3 401(k) Plan sits mid-pack in the medium band (733 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers International Assoc., Local 3 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Sheet Metal Workers International Assoc., Local 3 401(k) Plan reported participants rose from 572 in the plan year 2022 filing to 733 in the plan year 2023 filing.
- Sheet Metal Workers International Assoc., Local 3 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
DOL schedule card
Filing strip 470795205 · Sheet Metal Workers International Assoc., Local 3 PY 2023 · 401(k)
Sheet Metal Workers International Assoc., Local 3 401(k) Plan · $50M · 733 · 86th
- SCH $50M
- SCH 733
- SCH 86th
- SCH 401(k)
- SCH near Texas Bank and Trust Company Employee Ps Plan and Trust
- SCH ind #7541
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 Nebraska →
Sheet Metal Workers International Assoc., Local 3 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $7M |
| Employer EIN | 470795205 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers International Assoc., Local 3)
Sponsor-wide plan assets over time
All Sheet Metal Workers International Assoc., Local 3 plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 19.91915536802909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $43M |
| 2023 | 1 | 733 | $50M |
| 2024 | 1 | 774 | $52M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Sheet Metal Workers International Assoc., Local 3 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Texas Bank and Trust Company Employee Ps Plan and Trust in TX ($50M); by covered participants it is Revspring, Inc. 401(k) Plan in TN (733 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (733 participants); asset peers above are excluded.
- Revspring, Inc. 401(k) Plan (TN) 733 · 0 off
- Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust (WA) 733 · 0 off
- Humanscale 401(k) Plan (NJ) 733 · 0 off
- Core Bts 401(k) Retirement Plan (IN) 733 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.