401(k) · DOL Form 5500 · 2023
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 5,021
- Participants
- 99th
- Percentile by assets
- $228,898
- Avg per participant
Official DOL plan name: Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan · Sponsored by Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension · California · Construction
$1.1B in assets, 5,021 participants
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported $1.1B in total assets and 5,021 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,921 in Construction (9,030 peers)
Coverage in California
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan covers 5,021 participants in California, 8.0x the typical California plan (state average ~630 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 5,021
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $228,898
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported net income rose from $99M in the plan year 2022 filing to $135M in the plan year 2023 filing.
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported participants fell from 5,069 in the plan year 2022 filing to 5,021 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reports 5,021 participants - 8.0x that state average ($1.1B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $135M |
| Employer EIN | 946560138 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,069 | $1.0B |
| 2023 | 1 | 5,021 | $1.1B |
| 2024 | 1 | 4,860 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reports $1.1B in end-of-year assets across 5,021 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $228,898 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $135M.
This plan identity (EIN 946560138, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+27.2%) while covered participants moved from 5,069 to 4,860 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,069 | $1.0B | Open filing |
| 2023 | 5,021 | $1.1B | This page |
| 2024 · index core | 4,860 | $1.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (401(k), $1.3B, 4,860 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan by total assets, not by location.
- Kenvue Savings Plan (NJ) $1.1B · 4,039
- Alvarez & Marsal Holdings, LLC 401(k) and Retirement Plan (NY) $1.1B · 4,224
- The New York Times Companies Supplemental Retirement and Investment Plan (NY) $1.2B · 2,952
- Cnmc Affiliates' 401(k) Retirement Plan (DC) $1.2B · 8,417
Frequently Asked Questions
How did Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan assets move in 2023? ▼
How have Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plan assets changed over time? ▼
Where does Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Smart, Sheet Metal Workers Local No. 104…
Filing takeaways
Ways to act on Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's numbers.
- By total assets, Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Construction plans