Defined Benefit (Pension) · DOL Form 5500 · 2023
Sheet Metal Workers Pension Fund of Local Union Pension Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 1,809
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $269,314
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers Pension Fund of Local Union No. 19 · Sponsored by Sheet Metal Workers Pension Fund of Local Union · Pennsylvania · Administrative & Support Services
$487M in assets, 1,809 participants
Sheet Metal Workers Pension Fund of Local Union's Sheet Metal Workers Pension Fund of Local Union No. 19 reported $487M in total assets and 1,809 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.
- #4,329 in Administrative & Support Services (4,372 peers)
Coverage in Pennsylvania
Sheet Metal Workers Pension Fund of Local Union No. 19 covers 1,809 participants in Pennsylvania, 2.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $487M.
- #4,329
- in Administrative & Support Services (4,372 peers)
- +3.8%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Sheet Metal Workers Pension Fund of Local Union No. 19's outsized position by total assets
Sheet Metal Workers Pension Fund of Local Union No. 19 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$487,188,413 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 Pension Fund of 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 Pension Fund of Local Union No. 19 lands in the large band (1,809 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Pension Fund of Local Union No. 19 reported net income rose from -$5M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Sheet Metal Workers Pension Fund of Local Union No. 19 end-of-year assets rose from $470M in the plan year 2022 filing to $487M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231494364 · Sheet Metal Workers Pension Fund of Local Union PY 2023 · Defined Benefit (Pension)
Sheet Metal Workers Pension Fund of Local Union No. 19 · $487M · 1,809 · 97th
- ASSETS $487M
- PCT 1,809
- EIN 97th
- RANK Defined Benefit (Pension)
- PHOTO near Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust
- IND ind #4329
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 Pension Fund of Local Union No. 19 in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $470M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $18M |
| Employer EIN | 231494364 |
| Plan Effective Date | 1956-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Pension Fund of Local Union)
Sponsor-wide plan assets over time
All Sheet Metal Workers Pension Fund of Local Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $519M 10.5646236258664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,800 | $470M |
| 2023 | 1 | 1,809 | $487M |
| 2024 | 1 | 1,838 | $519M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Sheet Metal Workers Pension Fund of Local Union No. 19's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in OR ($487M); by covered participants it is Laborers District Council Pension and Disability Trust Fund No. 2 in MD (1,809 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust (OR) $487M · 1,622
- Diageo North America, Inc. Cash Balance Pension Plan (NY) $487M · 1,629
- Crown Equipment Corporation Retirement Plan (OH) $487M · 1,827
- Pension Fund United Scenic Artists Local 829 (NJ) $488M · 3,050
Similar participant headcount
Nearest other-state filings by covered participants (1,809 participants); asset peers above are excluded.
- Laborers District Council Pension and Disability Trust Fund No. 2 (MD) 1,809 · 0 off
- Colony Brands, Inc. Pension Plan (WI) 1,810 · 1 off
- Aon Retirement Pension Plan (GA) 1,806 · 3 off
- Detroit Medical Center Consolidated Pension Plan (MI) 1,803 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.