Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Sheet Metal Workers Local 33 Pension Plan Pension Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
456
Participants Below avg headcount
94th
Percentile by assets National rank
$410,636
Avg per participant High balance/head
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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.

  • #8,425 in Construction (9,030 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.

#8,425
in Construction (9,030 peers)
+6.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's outsized position by total assets

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs every filed plan by assets

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

$187,250,104 Top 6% higher than 94% 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 Workers' Local No. 33 Cleveland District Pension 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' Local No. 33 Cleveland District Pension Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 346514741 · Trustees of Sheet Metal Workers Local 33 Pension Plan PY 2023 · Defined Benefit (Pension)

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan · $187M · 456 · 94th

  • SCH $187M
  • SCH 456
  • SCH 94th
  • SCH Defined Benefit (Pension)
  • SCH near Civil Service Employees Association, Inc. Pension Plan
  • SCH ind #8425

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 Ohio →

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan in the asset neighbourhood

Sheet Metal Workers' Local No. 33 Cleveland District Pension PlanSheet Metal Workers' Local N…$187MCivil Service Employees Association, Inc. Pension PlanCivil Service Employees Asso…$187MHarsco Employees Pension Plan$187MUnite Here Health Staff Pension PlanUnite Here Health Staff Pens…$187MJacobs Consolidated Pension PlanJacobs Consolidated Pension …$187M
End-of-year total assets ($M) among Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$180M
Net Income$12M
Employer EIN346514741
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Trustees of Sheet Metal Workers Local 33 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$200M 13.856281036124773% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $176M $200M ▲ +13.9%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan, Total assets ($B): 0.187250104 · Participants: 456Sheet Metal Workers' Local No. 33 Cleveland District Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan side-by-side with 3 peers →

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Civil Service Employees Association, Inc. Pension Plan in NY ($187M); by covered participants it is Kaman Corporation Employees' Pension Plan in CT (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (456 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 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 127,072 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kaman Corporation Employees' Pension Plan in CT (457 participants, $557M 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 346514741.

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.