Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Local 202 Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
14
Participants Small participant base
71st
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local 202 Sheet Metal Workers Pension Fund · Sponsored by Trustees of the Local 202 Sheet Metal Workers Pension Fund · Missouri · Manufacturing

$18M in assets, 14 participants

Trustees of the Local 202 Sheet Metal Workers Pension Fund's Local 202 Sheet Metal Workers Pension Fund reported $18M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,335 in Manufacturing (18,722 peers)

What the 2023 filing shows

Local 202 Sheet Metal Workers Pension Fund holds $18M for 14 participants - about $1.3M per participant, above the median plan by assets.

#11,335
in Manufacturing (18,722 peers)
+0.4%
assets growth YoY

Local 202 Sheet Metal Workers Pension Fund's outsized position by total assets

Local 202 Sheet Metal Workers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,424,636 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Local 202 Sheet Metal Workers Pension Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 202 Sheet Metal Workers Pension Fund is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 202 Sheet Metal Workers Pension Fund reported net income rose from -$993K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Local 202 Sheet Metal Workers Pension Fund reported participants rose from 11 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430435782 · Trustees of the Local 202 Sheet Metal Workers Pension Fund PY 2023 · Defined Benefit (Pension)

Local 202 Sheet Metal Workers Pension Fund · $18M · 14 · 71st

  • SCH $18M
  • SCH 14
  • SCH 71st
  • SCH Defined Benefit (Pension)
  • SCH near The Retirement Plan for Employees of Androscoggin Savings Bank
  • SCH ind #11335

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 Manufacturing retirement plans → · Plans in Missouri →

Local 202 Sheet Metal Workers Pension Fund in the asset neighbourhood

Durham Retirement Plan$18MDurham Retirement Plan$18MDurham Retirement Plan$18MLocal 202 Sheet Metal Workers Pension FundLocal 202 Sheet Metal Worker…$18MThe Retirement Plan for Employees of Androscoggin Savings BankThe Retirement Plan for Empl…$18M
End-of-year total assets ($M) among Local 202 Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$67K
Employer EIN430435782
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 202 Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 202 Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.1090979492063497% vs 2022
2024 filing year
$18.2M$18.4M$18.6M$18.8M 202220232024 $18.4M $18.7M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 11 $18M
2023 1 14 $18M
2024 1 11 $19M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Local 202 Sheet Metal Workers Pension Fund, Total assets ($B): 0.018424636 · Participants: 14Local 202 Sheet Metal Workers Pension FundBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Local 202 Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Local 202 Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of Androscoggin Savings Bank in ME ($18M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 202 Sheet Metal Workers Pension Fund assets move in 2023? ▼
Local 202 Sheet Metal Workers Pension Fund held essentially flat - up 0.4% during 2023, from $18M to $18M. Reported net income was $67K.
How have Trustees of the Local 202 Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 202 Sheet Metal Workers Pension Fund's sponsor-wide assets grew 2.1%, from $18M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for Employees of Androscoggin Savings Bank in ME ($18M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430435782.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.