Other · DOL Form 5500 · 2023
Trustees of Sheet Metal Workers Int'l Association Local No. 73 Retirement Plan
Data updated 2026-08-25
- $653M
- Total assets Above avg plan size
- 2,190
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $298,161
- Avg per participant High balance/head
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.
- #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.
- #8,842
- in Construction (9,030 peers)
- +16.5%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Sheet Metal Workers International Association Local 73 Annuity Plan's outsized position by total assets
Sheet Metal Workers International Association Local 73 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$652,973,377 Top 2% higher than 98% 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 International Association Local 73 Annuity Plan'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 International Association Local 73 Annuity Plan lands in the large band (2,190 participants).
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.
Published 5500 schedule card
Filing strip 205002115 · Trustees of Sheet Metal Workers Int'l Association Local No. 73 PY 2023 · Other
Sheet Metal Workers International Association Local 73 Annuity Plan · $653M · 2,190 · 98th
- PCT $653M
- PCT 2,190
- PCT 98th
- PCT Other
- PCT near Williams College Retirement Income Plan
- PCT ind #8842
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 Illinois →
Sheet Metal Workers International Association Local 73 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Int'l Association Local No. 73 plans reported in each filing year
- Latest sponsor-wide plan assets
- $708M 26.275113993943076% vs 2022
- 2024 filing year
| 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.
- 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
Sheet Metal Workers International Association Local 73 Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Williams College Retirement Income Plan in MA ($651M); by covered participants it is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH (2,195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($653M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,190 participants); asset peers above are excluded.
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) 2,195 · 5 off
- Froedtert Health, Inc 401(a) Retirement Plan (WI) 2,198 · 8 off
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) 2,172 · 18 off
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) 2,170 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.