Defined Benefit (Pension) · DOL Form 5500 · 2023

Sheet Metal 7 Zone 3 Pension Fund Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
191
Participants Below avg headcount
88th
Percentile by assets National rank
$326,570
Avg per participant High balance/head
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Official DOL plan name: Sheet Metal 7 Zone 3 Pension Fund · Sponsored by Sheet Metal 7 Zone 3 Pension Fund · Michigan · Construction

$62M in assets, 191 participants

Sheet Metal 7 Zone 3 Pension Fund's Sheet Metal 7 Zone 3 Pension Fund reported $62M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,734 in Construction (9,030 peers)

Coverage in Michigan

Sheet Metal 7 Zone 3 Pension Fund covers 191 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $62M.

#7,734
in Construction (9,030 peers)
+3.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sheet Metal 7 Zone 3 Pension Fund's outsized position by total assets

Sheet Metal 7 Zone 3 Pension Fund vs every filed plan by assets

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

$62,374,835 Top 12% higher than 88% 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 7 Zone 3 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 7 Zone 3 Pension Fund sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal 7 Zone 3 Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sheet Metal 7 Zone 3 Pension Fund end-of-year assets rose from $60M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 386237161 · Sheet Metal 7 Zone 3 Pension Fund PY 2023 · Defined Benefit (Pension)

Sheet Metal 7 Zone 3 Pension Fund · $62M · 191 · 88th

  • EIN $62M
  • EIN 191
  • EIN 88th
  • EIN Defined Benefit (Pension)
  • EIN near The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan
  • EIN ind #7734

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 Michigan →

Sheet Metal 7 Zone 3 Pension Fund in the asset neighbourhood

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$62MSheet Metal 7 Zone 3 Pension FundSheet Metal 7 Zone 3 Pension…$62MSchurz Communications, Inc. Retirement PlanSchurz Communications, Inc. …$62MRetirement Plan for Employees of Cascade Natural Gas CorporationRetirement Plan for Employee…$62MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$62M
End-of-year total assets ($M) among Sheet Metal 7 Zone 3 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN386237161
Plan Effective Date1964-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal 7 Zone 3 Pension Fund)

Sponsor-wide plan assets over time

All Sheet Metal 7 Zone 3 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$66M 9.162339963921871% vs 2022
2024 filing year
$58M$60M$62M$64M$66M$68M 202220232024 $60.1M $65.6M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 190 $60M
2023 1 191 $62M
2024 1 189 $66M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal 7 Zone 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Sheet Metal 7 Zone 3 Pension Fund, Total assets ($B): 0.062374835 · Participants: 191Sheet Metal 7 Zone 3 Pension FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Sheet Metal 7 Zone 3 Pension Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Sheet Metal 7 Zone 3 Pension Fund side-by-side with 3 peers →

Sheet Metal 7 Zone 3 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ ($62M); by covered participants it is Unisys Pension Plan 2 in PA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 7 Zone 3 Pension Fund assets move in 2023? ▼
Sheet Metal 7 Zone 3 Pension Fund edged up modestly - up 3.8% during 2023, from $60M to $62M. Reported net income was $2M.
How have Sheet Metal 7 Zone 3 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal 7 Zone 3 Pension Fund's sponsor-wide assets grew 9.2%, from $60M to $66M.
Where does Sheet Metal 7 Zone 3 Pension Fund rank by assets among Form 5500 filers? ▼
Sheet Metal 7 Zone 3 Pension Fund ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sheet Metal 7 Zone 3 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ ($62M, 304 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal 7 Zone 3 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unisys Pension Plan 2 in PA (191 participants, $74M 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 386237161.

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.