401(k) · DOL Form 5500 · 2023
The Trustees of Sheet Metal Workers' Local Union No 80 Annuity 401(k) Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 1,712
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $70,750
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 80 Annuity Fund · Sponsored by The Trustees of Sheet Metal Workers' Local Union No 80 Annuity · Michigan · Construction
$121M in assets, 1,712 participants
The Trustees of Sheet Metal Workers' Local Union No 80 Annuity's Sheet Metal Workers Local Union No. 80 Annuity Fund reported $121M in total assets and 1,712 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,210 in Construction (9,030 peers)
Coverage in Michigan
Sheet Metal Workers Local Union No. 80 Annuity Fund covers 1,712 participants in Michigan, 2.7x the typical Michigan plan (state average ~638 per filing). Assets: $121M.
- #8,210
- in Construction (9,030 peers)
- +15.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 80 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 80 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,124,482 Top 8% higher than 92% 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 Union No. 80 Annuity Fund'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. Sheet Metal Workers Local Union No. 80 Annuity Fund lands in the large band (1,712 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheet Metal Workers Local Union No. 80 Annuity Fund reported net income rose from $630K in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 80 Annuity Fund end-of-year assets rose from $105M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Sheet Metal Workers Local Union No. 80 Annuity Fund reported participants rose from 1,515 in the plan year 2022 filing to 1,712 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382941426 · The Trustees of Sheet Metal Workers' Local Union No 80 Annuity PY 2023 · 401(k)
Sheet Metal Workers Local Union No. 80 Annuity Fund · $121M · 1,712 · 92nd
- BOY $121M
- BOY 1,712
- BOY 92nd
- BOY 401(k)
- BOY near Exyte Americas 401(k) Retirement Savings Plan
- BOY ind #8210
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 Michigan →
Sheet Metal Workers Local Union No. 80 Annuity Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $16M |
| Employer EIN | 382941426 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Trustees of Sheet Metal Workers' Local Union No 80 Annuity)
Sponsor-wide plan assets over time
All The Trustees of Sheet Metal Workers' Local Union No 80 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 23.252853446167347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,515 | $105M |
| 2023 | 1 | 1,712 | $121M |
| 2024 | 1 | 1,656 | $130M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Sheet Metal Workers Local Union No. 80 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Exyte Americas 401(k) Retirement Savings Plan in TX ($121M); by covered participants it is Cooperative Home Care Associates, Inc. 401(k) Plan in NY (1,712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Exyte Americas 401(k) Retirement Savings Plan (TX) $121M · 673
- The Children's Place 401(k) Savings Plan (NJ) $121M · 9,807
- Providence Anesthesiology Associates, P.a. Profit Sharing 401(k) Plan (NC) $121M · 185
- IBEW Local Union No. 520 Annuity Plan (NM) $121M · 3,818
Similar participant headcount
Nearest other-state filings by covered participants (1,712 participants); asset peers above are excluded.
- Cooperative Home Care Associates, Inc. 401(k) Plan (NY) 1,712 · 0 off
- Automotive Parts Headquarters, Inc. 401(k) Plan and Trust (MN) 1,711 · 1 off
- Tillys 401(k) Plan (CA) 1,713 · 1 off
- The Haskell Company Tax Deferred Savings Plan (401(k)) (FL) 1,711 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.