Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund Pension Plan
Data updated 2026-08-25
- $393M
- Total assets Above avg plan size
- 1,202
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $327,051
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 80 Pension Fund · Sponsored by Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund · Michigan · Construction
$393M in assets, 1,202 participants
Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund's Sheet Metal Workers Local Union No. 80 Pension Fund reported $393M in total assets and 1,202 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.
- #8,702 in Construction (9,030 peers)
Where Sheet Metal Workers Local Union No. 80 Pension Fund sits by assets
Sheet Metal Workers Local Union No. 80 Pension Fund sits in the top 5% of all filed plans by assets, $393M for 1,202 participants (~$327,051/participant), up 13.7% in 2023.
- #8,702
- in Construction (9,030 peers)
- +13.7%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 80 Pension Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 80 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$393,114,711 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 Local Union No. 80 Pension Fund'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 Local Union No. 80 Pension Fund lands in the large band (1,202 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local Union No. 80 Pension Fund reported net income rose from -$6M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 80 Pension Fund end-of-year assets rose from $346M in the plan year 2022 filing to $393M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 80 Pension Fund reported participants fell from 1,221 in the plan year 2022 filing to 1,202 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 386105633 · Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund PY 2023 · Defined Benefit (Pension)
Sheet Metal Workers Local Union No. 80 Pension Fund · $393M · 1,202 · 97th
- ASSETS $393M
- PCT 1,202
- EIN 97th
- RANK Defined Benefit (Pension)
- PHOTO near Liberty Utilities Defined Benefit Pension Plan
- IND ind #8702
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 Michigan →
Sheet Metal Workers Local Union No. 80 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $346M |
|---|---|
| Net Assets (End of Year) | $392M |
| Net Income | $47M |
| Employer EIN | 386105633 |
| Plan Effective Date | 1968-08-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 21.93534977535414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,221 | $346M |
| 2023 | 1 | 1,202 | $393M |
| 2024 | 1 | 1,303 | $422M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Sheet Metal Workers Local Union No. 80 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Liberty Utilities Defined Benefit Pension Plan in AZ ($393M); by covered participants it is Columbia Energy Group Pension Plan in IN (1,202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($393M here).
- Liberty Utilities Defined Benefit Pension Plan (AZ) $393M · 618
- Syngenta Corporation Pension Plan (DE) $393M · 957
- Dover Corporation Pension Plan (IL) $393M · 718
- Hawaii Laborers' Pension Trust Fund (HI) $392M · 2,310
Similar participant headcount
Nearest other-state filings by covered participants (1,202 participants); asset peers above are excluded.
- Columbia Energy Group Pension Plan (IN) 1,202 · 0 off
- Smart Local 265 Pension Fund (IL) 1,201 · 1 off
- Ropes & Gray LLP Pension Plan (MA) 1,204 · 2 off
- National Fuel Gas Company Retirement Plan (NY) 1,198 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.