Defined Benefit (Pension) · DOL Form 5500 · 2023

Utah Sheet Metal Pension Trust Pension Plan

Data updated 2026-08-25

$249M
Total assets Near avg plan size
757
Participants Near avg headcount
96th
Percentile by assets National rank
$329,450
Avg per participant High balance/head
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Official DOL plan name: Utah Sheet Metal Pension Trust · Sponsored by Utah Sheet Metal Pension Trust · Utah · Finance & Insurance

$249M in assets, 757 participants

Utah Sheet Metal Pension Trust's Utah Sheet Metal Pension Trust reported $249M in total assets and 757 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,222 in Finance & Insurance (8,869 peers)

Where Utah Sheet Metal Pension Trust sits by assets

Utah Sheet Metal Pension Trust sits in the top 5% of all filed plans by assets, $249M for 757 participants (~$329,450/participant), up 22.1% in 2023.

#8,222
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Utah Sheet Metal Pension Trust's outsized position by total assets

Utah Sheet Metal Pension Trust vs every filed plan by assets

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

$249,393,662 Top 4% higher than 96% 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

Utah Sheet Metal Pension Trust 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. Utah Sheet Metal Pension Trust sits mid-pack in the medium band (757 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utah Sheet Metal Pension Trust reported net income rose from $7M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Utah Sheet Metal Pension Trust end-of-year assets rose from $204M in the plan year 2022 filing to $249M in the plan year 2023 filing.
  • Utah Sheet Metal Pension Trust reported participants fell from 770 in the plan year 2022 filing to 757 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 876156446 · Utah Sheet Metal Pension Trust PY 2023 · Defined Benefit (Pension)

Utah Sheet Metal Pension Trust · $249M · 757 · 96th

  • IND $249M
  • EOY 757
  • 5500 96th
  • ASSETS Defined Benefit (Pension)
  • PCT near Swisher International, Inc. Retirement Income Plan for Salaried Employees
  • EIN ind #8222

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 Finance & Insurance retirement plans → · Plans in Utah →

Utah Sheet Metal Pension Trust in the asset neighbourhood

IBEW Local 150 Pension Plan$250MUnited Furniture Workers Pension Fund aUnited Furniture Workers Pen…$250MCase Western Reserve University Employees Retirement Plan BCase Western Reserve Univers…$249MUtah Sheet Metal Pension TrustUtah Sheet Metal Pension Tru…$249MSwisher International, Inc. Retirement Income Plan for Salaried EmployeesSwisher International, Inc. …$249M
End-of-year total assets ($M) among Utah Sheet Metal Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$249M
Net Income$45M
Employer EIN876156446
Plan Effective Date1963-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utah Sheet Metal Pension Trust)

Sponsor-wide plan assets over time

All Utah Sheet Metal Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$275M 34.72241368725458% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $204M $275M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 770 $204M
2023 1 757 $249M
2024 1 855 $275M

Nearby Defined Benefit (Pension) Plans in Utah

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

Utah Sheet Metal Pension Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Utah Sheet Metal Pension Trust, Total assets ($B): 0.249393662 · Participants: 757Utah Sheet Metal Pension TrustDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Utah Sheet Metal Pension Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Utah Sheet Metal Pension Trust side-by-side with 3 peers →

Utah Sheet Metal Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Swisher International, Inc. Retirement Income Plan for Salaried Employees in CT ($249M); by covered participants it is Gwinnett Hospital System, Inc. Retirement Plan in GA (757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (757 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 Utah Sheet Metal Pension Trust assets move in 2023? ▼
Utah Sheet Metal Pension Trust grew sharply - up 22.1% during 2023, from $204M to $249M. Reported net income was $45M.
How have Utah Sheet Metal Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utah Sheet Metal Pension Trust's sponsor-wide assets grew 34.7%, from $204M to $275M.
Where does Utah Sheet Metal Pension Trust rank by assets among Form 5500 filers? ▼
Utah Sheet Metal Pension Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Utah Sheet Metal Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swisher International, Inc. Retirement Income Plan for Salaried Employees in CT ($249M, 247 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Utah Sheet Metal Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gwinnett Hospital System, Inc. Retirement Plan in GA (757 participants, $231M 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 876156446.

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.