Defined Benefit (Pension) · DOL Form 5500 · 2023
Sheet Metal Workers Local 218(s) Pension Fund Pension Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $409,810
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers Local 218(s) Pension Plan · Sponsored by Sheet Metal Workers Local 218(s) Pension Fund · Kansas · Construction
$57M in assets, 138 participants
Sheet Metal Workers Local 218(s) Pension Fund's Sheet Metal Workers Local 218(s) Pension Plan reported $57M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,646 in Construction (9,030 peers)
Coverage in Kansas
Sheet Metal Workers Local 218(s) Pension Plan covers 138 participants in Kansas, about 38% of the average Kansas filer (state average ~360 per filing). Assets: $57M.
- #7,646
- in Construction (9,030 peers)
- +8.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 218(s) Pension Plan's outsized position by total assets
Sheet Metal Workers Local 218(s) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,553,783 Top 13% higher than 87% 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 218(s) Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local 218(s) Pension Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local 218(s) Pension Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sheet Metal Workers Local 218(s) Pension Plan end-of-year assets rose from $52M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Sheet Metal Workers Local 218(s) Pension Plan reported participants rose from 132 in the plan year 2022 filing to 138 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 370843480 · Sheet Metal Workers Local 218(s) Pension Fund PY 2023 · Defined Benefit (Pension)
Sheet Metal Workers Local 218(s) Pension Plan · $57M · 138 · 87th
- EIN $57M
- RANK 138
- PHOTO 87th
- IND Defined Benefit (Pension)
- EOY near Marine Carpenters Pension Fund
- 5500 ind #7646
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 Kansas →
Sheet Metal Workers Local 218(s) Pension Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $5M |
| Employer EIN | 370843480 |
| Plan Effective Date | 1963-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 218(s) Pension Fund)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local 218(s) Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 17.939737775739534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $52M |
| 2023 | 1 | 138 | $57M |
| 2024 | 1 | 130 | $61M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.5B · 5,542
- Sprint Retirement Pension Plan $1.3B · 3,592
- Invista Pension Plan for Certain Grandfathered Employees $395M · N/A
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $288M · 502
- Roadway LLC Pension Plan $193M · 290
Sheet Metal Workers Local 218(s) Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Marine Carpenters Pension Fund in CA ($57M); by covered participants it is First Merchants Corporation Retirement Pension Plan in IN (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Marine Carpenters Pension Fund (CA) $57M · 160
- Pension Plan for Eligible Employees of Suburban Propane L.P. and Subsidiaries (NJ) $57M · 225
- Velcro Pension Plan (NH) $56M · 196
- Susquehanna Laborers Combined Pension Fund (PA) $57M · 294
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- First Merchants Corporation Retirement Pension Plan (IN) 138 · 0 off
- St. Joseph's Hospital, Inc. Retirement Plan and Trust (WV) 138 · 0 off
- Retirement Plan for Employees of Unisea, Inc. (WA) 138 · 0 off
- Bradley Corporation Pension Plan (WI) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.