Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Southern California Sheet Metal Money Purchase Plan
Data updated 2026-08-25
- $490M
- Total assets Above avg plan size
- 4,054
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $120,871
- Avg per participant Near avg balance/head
Official DOL plan name: Southern California Sheet Metal Workers' 401(a) Plan · Sponsored by Board of Trustees, Southern California Sheet Metal · California · Construction
$490M in assets, 4,054 participants
Board of Trustees, Southern California Sheet Metal's Southern California Sheet Metal Workers' 401(a) Plan reported $490M in total assets and 4,054 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.
- #8,768 in Construction (9,030 peers)
Coverage in California
Southern California Sheet Metal Workers' 401(a) Plan covers 4,054 participants in California, 6.4x the typical California plan (state average ~630 per filing). Assets: $490M.
- #8,768
- in Construction (9,030 peers)
- +10.3%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Southern California Sheet Metal Workers' 401(a) Plan's outsized position by total assets
Southern California Sheet Metal Workers' 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$490,009,791 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
Southern California Sheet Metal Workers' 401(a) 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. Southern California Sheet Metal Workers' 401(a) Plan lands in the large band (4,054 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern California Sheet Metal Workers' 401(a) Plan reported net income rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Southern California Sheet Metal Workers' 401(a) Plan end-of-year assets rose from $444M in the plan year 2022 filing to $490M in the plan year 2023 filing.
- Southern California Sheet Metal Workers' 401(a) Plan reported participants fell from 4,288 in the plan year 2022 filing to 4,054 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330319259 · Board of Trustees, Southern California Sheet Metal PY 2023 · Money Purchase
Southern California Sheet Metal Workers' 401(a) Plan · $490M · 4,054 · 97th
- EIN $490M
- RANK 4,054
- PHOTO 97th
- IND Money Purchase
- EOY near Painters and Allied Trades District Council No.35 Annuity Fund
- 5500 ind #8768
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 California →
Southern California Sheet Metal Workers' 401(a) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $490M |
| Net Income | $46M |
| Employer EIN | 330319259 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Southern California Sheet Metal)
Sponsor-wide plan assets over time
All Board of Trustees, Southern California Sheet Metal plans reported in each filing year
- Latest sponsor-wide plan assets
- $548M 23.24300366059741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,288 | $444M |
| 2023 | 1 | 4,054 | $490M |
| 2024 | 1 | 4,074 | $548M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Southern California Sheet Metal Workers' 401(a) Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Painters and Allied Trades District Council No.35 Annuity Fund in MA ($491M); by covered participants it is Local 191 I.B.E.W. Money Purchase Plan in WA (4,092 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($490M here).
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $491M · 2,917
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $500M · 2,621
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $500M · 17,454
- The Children's Mercy Hospital Retirement Plan (MO) $503M · 6,519
Similar participant headcount
Nearest other-state filings by covered participants (4,054 participants); asset peers above are excluded.
- Local 191 I.B.E.W. Money Purchase Plan (WA) 4,092 · 38 off
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) 4,097 · 43 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 3,999 · 55 off
- Hawaii Carpenters Financial Security Fund (HI) 3,972 · 82 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.