Other · DOL Form 5500 · 2023
Trustees of Sheet Metal Workers Int'l Association Local No. 73 Retirement Plan
Data updated 2026-08-11
- $653M
- Total assets
- 2,190
- Participants
- 98th
- Percentile by assets
- $298,161
- Avg per participant
Official DOL plan name: Sheet Metal Workers International Association Local 73 Annuity Plan · Sponsored by Trustees of Sheet Metal Workers Int'l Association Local No. 73 · Illinois · Construction
$653M in assets, 2,190 participants
Trustees of Sheet Metal Workers Int'l Association Local No. 73's Sheet Metal Workers International Association Local 73 Annuity Plan reported $653M in total assets and 2,190 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #8,842 in Construction (9,030 peers)
Coverage in Illinois
Sheet Metal Workers International Association Local 73 Annuity Plan covers 2,190 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $653M.
- $653M
- total plan assets (2023 EOY)
- 2,190
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $298,161
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers International Association Local 73 Annuity Plan reported net income rose from $12M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- Sheet Metal Workers International Association Local 73 Annuity Plan end-of-year assets rose from $560M in the plan year 2022 filing to $653M in the plan year 2023 filing.
- Sheet Metal Workers International Association Local 73 Annuity Plan reported participants fell from 2,236 in the plan year 2022 filing to 2,190 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Sheet Metal Workers International Association Local 73 Annuity Plan reports 2,190 participants - 2.8x that state average ($653M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $560M |
|---|---|
| Net Assets (End of Year) | $653M |
| Net Income | $93M |
| Employer EIN | 205002115 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Int'l Association Local No. 73)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,236 | $560M |
| 2023 | 1 | 2,190 | $653M |
| 2024 | 1 | 1,764 | $708M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers International Association Local 73 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sheet Metal Workers International Association Local 73 Annuity Plan by total assets, not by location.
- Williams College Retirement Income Plan (MA) $651M · 1,444
- South Shore Hospital Retirement Savings Plan (MA) $655M · 5,591
- St. Luke's Health Network 403(b) Plan (PA) $656M · 18,569
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
Frequently Asked Questions
How did Sheet Metal Workers International Association Local 73 Annuity Plan assets move in 2023? ▼
How have Trustees of Sheet Metal Workers Int'l Association Local No. 73 plan assets changed over time? ▼
Where does Sheet Metal Workers International Association Local 73 Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers International Association Local 73 Annuity Plan's numbers.
- By total assets, Sheet Metal Workers International Association Local 73 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Trustees of Sheet Metal Workers Int'l Association Local No. 73's sponsor-wide assets have grown 26.3% since 2022 across 3 plan years on file. More Construction plans