Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees of the Smw Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $456M
- Total assets Above avg plan size
- 2,783
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $163,685
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Annuity Fund Local Union No. 19 · Sponsored by Bd of Trustees of the Smw Annuity Fund · Pennsylvania · Administrative & Support Services
$456M in assets, 2,783 participants
Bd of Trustees of the Smw Annuity Fund's Sheet Metal Workers Annuity Fund Local Union No. 19 reported $456M in total assets and 2,783 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #4,322 in Administrative & Support Services (4,372 peers)
Coverage in Pennsylvania
Sheet Metal Workers Annuity Fund Local Union No. 19 covers 2,783 participants in Pennsylvania, 3.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $456M.
- #4,322
- in Administrative & Support Services (4,372 peers)
- +11.7%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Sheet Metal Workers Annuity Fund Local Union No. 19's outsized position by total assets
Sheet Metal Workers Annuity Fund Local Union No. 19 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$455,536,615 Top 3% higher than 97% 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 Annuity Fund Local Union No. 19's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Annuity Fund Local Union No. 19 lands in the large band (2,783 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Annuity Fund Local Union No. 19 reported net income rose from -$5M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Sheet Metal Workers Annuity Fund Local Union No. 19 end-of-year assets rose from $408M in the plan year 2022 filing to $456M in the plan year 2023 filing.
- Sheet Metal Workers Annuity Fund Local Union No. 19 reported participants fell from 2,794 in the plan year 2022 filing to 2,783 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232245696 · Bd of Trustees of the Smw Annuity Fund PY 2023 · Profit Sharing
Sheet Metal Workers Annuity Fund Local Union No. 19 · $456M · 2,783 · 97th
- BOY $456M
- BOY 2,783
- BOY 97th
- BOY Profit Sharing
- BOY near Presbyterian Healthcare Services 401(a) Plan
- BOY ind #4322
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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →
Sheet Metal Workers Annuity Fund Local Union No. 19 in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $408M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $48M |
| Employer EIN | 232245696 |
| Plan Effective Date | 1983-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees of the Smw Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees of the Smw Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $474M 16.242387512261285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,794 | $408M |
| 2023 | 1 | 2,783 | $456M |
| 2024 | 1 | 2,850 | $474M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Sheet Metal Workers Annuity Fund Local Union No. 19's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Presbyterian Healthcare Services 401(a) Plan in NM ($455M); by covered participants it is I.B.E.W. Local Union 481 Defined Contribution Plan in IN (2,820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($456M here).
- Presbyterian Healthcare Services 401(a) Plan (NM) $455M · 11,386
- American Heart Association, Inc. Qualified Retirement Plan (TX) $457M · 3,455
- Hawaii Electricians Annuity Plan (HI) $450M · 2,215
- The Lee Company Profit Sharing Plan (CT) $449M · 989
Similar participant headcount
Nearest other-state filings by covered participants (2,783 participants); asset peers above are excluded.
- I.B.E.W. Local Union 481 Defined Contribution Plan (IN) 2,820 · 37 off
- Amplify Hr Management Retirement Savings Plan (IL) 2,744 · 39 off
- Nfl Player Annuity Program (MD) 2,736 · 47 off
- Front Porch Retirement Plan (CA) 2,837 · 54 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.