Profit Sharing · DOL Form 5500 · 2023
Trustees of the Smw Local 218(d) Defined Contribution Plan Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $120,204
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal Workers Local 218(d) Defined Contribution Plan · Sponsored by Trustees of the Smw Local 218(d) Defined Contribution Plan · Indiana · Construction
$15M in assets, 125 participants
Trustees of the Smw Local 218(d) Defined Contribution Plan's Sheet Metal Workers Local 218(d) Defined Contribution Plan reported $15M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #5,953 in Construction (9,030 peers)
Coverage in Indiana
Sheet Metal Workers Local 218(d) Defined Contribution Plan covers 125 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #5,953
- in Construction (9,030 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $987K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheet Metal Workers Local 218(d) Defined Contribution Plan's outsized position by total assets
Sheet Metal Workers Local 218(d) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,025,501 Top 33% higher than 67% 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(d) Defined Contribution 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(d) Defined Contribution Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local 218(d) Defined Contribution Plan reported net income fell from $922K in the plan year 2022 filing to -$987K in the plan year 2023 filing.
- Sheet Metal Workers Local 218(d) Defined Contribution Plan reported participants rose from 117 in the plan year 2022 filing to 125 in the plan year 2023 filing.
- Sheet Metal Workers Local 218(d) Defined Contribution Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364048417 · Trustees of the Smw Local 218(d) Defined Contribution Plan PY 2023 · Profit Sharing
Sheet Metal Workers Local 218(d) Defined Contribution Plan · $15M · 125 · 67th
- RANK $15M
- PHOTO 125
- IND 67th
- EOY Profit Sharing
- 5500 near Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund
- ASSETS ind #5953
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 Indiana →
Sheet Metal Workers Local 218(d) Defined Contribution Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$987K |
| Employer EIN | 364048417 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Smw Local 218(d) Defined Contribution Plan)
Sponsor-wide plan assets over time
All Trustees of the Smw Local 218(d) Defined Contribution Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 4.374415989481972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $16M |
| 2023 | 1 | 125 | $15M |
| 2024 | 1 | 116 | $15M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
Sheet Metal Workers Local 218(d) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund in NJ ($15M); by covered participants it is Shriver Nursing Services, Inc 403(b) Plan in MA (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund (NJ) $15M · 236
- The Mcconnell Foundation Profit Sharing Plan (CA) $15M · 30
- Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund (NJ) $15M · 739
- Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers (NY) $15M · 507
Similar participant headcount
Nearest other-state filings by covered participants (125 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.