Profit Sharing · DOL Form 5500 · 2023
Bd of Trustees of the Smw Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $456M
- Total assets
- 2,783
- Participants
- 97th
- Percentile by assets
- $163,685
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $456M
- total plan assets (2023 EOY)
- 2,783
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $163,685
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sheet Metal Workers Annuity Fund Local Union No. 19 reports 2,783 participants - 3.4x that state average ($456M EOY assets).
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)
| 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.
Sheet Metal Workers Annuity Fund Local Union No. 19 vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers Annuity Fund Local Union No. 19 by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal Workers Annuity Fund Local Union No. 19 assets move in 2023? ▼
How have Bd of Trustees of the Smw Annuity Fund plan assets changed over time? ▼
Where does Sheet Metal Workers Annuity Fund Local Union No. 19 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal Workers Annuity Fund Local Union No. 19? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Annuity Fund Local Union No. 19's numbers.
- By total assets, Sheet Metal Workers Annuity Fund Local Union No. 19 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Bd of Trustees of the Smw Annuity Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans