Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Sheet Metal Workers Local 33 Pension Plan Pension Plan

Data updated 2026-08-06

$187M
Total assets: 456
Participants: 94th
Percentile by assets: $410,636
Avg per participant

Official DOL plan name: Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan · Sponsored by Trustees of Sheet Metal Workers Local 33 Pension Plan · Ohio · Construction

$187M in assets, 456 participants

Trustees of Sheet Metal Workers Local 33 Pension Plan's Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported $187M in total assets and 456 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.

94th percentile by assets (of 126,618 plans)
#8,388 in Construction (8,993 peers)

Where Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits by assets

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits in the top 10% of all filed plans by assets, $187M for 456 participants (~$410,636/participant), up 6.4% in 2023.

$187M
total plan assets (2023 EOY): 456
covered participants: 94th
percentile by assets (of 126,618 plans): $410,636
avg assets per participant

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan end-of-year assets rose from $176M in the plan year 2022 filing to $187M in the plan year 2023 filing.
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported participants rose from 433 in the plan year 2022 filing to 456 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Construction

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs the 2023 asset distribution

By assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan outranks 94% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$176M
Net Assets (End of Year)	$180M
Net Income	$12M
Employer EIN	346514741
Plan Effective Date	1961-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers Local 33 Pension Plan)

Total plan assets by year, all Trustees of Sheet Metal Workers Local 33 Pension Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	433	$176M
2023	1	456	$187M
2024	1	472	$200M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Sheet Metal Workers' Local No. 33 Clevel… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan by total assets, not by location.

Civil Service Employees Association, Inc. Pension Plan (NY) $187M · 287
Harsco Employees Pension Plan (PA) $187M · 163
Unite Here Health Staff Pension Plan (IL) $187M · 383
Jacobs Consolidated Pension Plan (TX) $187M · 468

Frequently Asked Questions

How did Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan assets move in 2023? ▼

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan grew at a solid clip - up 6.4% during 2023, from $176M to $187M. Reported net income was $12M.

How have Trustees of Sheet Metal Workers Local 33 Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets grew 13.9%, from $176M to $200M.

Where does Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan rank by assets among Form 5500 filers? ▼

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the 94th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Civil Service Employees Association, Inc. Pension Plan in NY ($187M, 287 participants).

Next read for Sheet Metal Workers' Local No. 33 Clevel…

Scale reading

Ways to act on Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's numbers.

By total assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Construction plans

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 346514741.