401(k) · DOL Form 5500 · 2024

Bot - Oregon Sheet Metal Workers Master Retirement Trust 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
686
Participants Below avg headcount
87th
Percentile by assets National rank
$91,408
Avg per participant Below avg balance/head
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Official DOL plan name: Ind Acct Plan for the Oregon Sheet Metal Workers · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction

$63M in assets, 686 participants

Bot - Oregon Sheet Metal Workers Master Retirement Trust's Ind Acct Plan for the Oregon Sheet Metal Workers reported $63M in total assets and 686 participants in its 2024 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.

  • #7,654 in Construction (9,039 peers)

Where Ind Acct Plan for the Oregon Sheet Metal Workers sits by assets

Ind Acct Plan for the Oregon Sheet Metal Workers sits in the top quartile of all filed plans by assets, $63M for 686 participants (~$91,408/participant), up 8.4% in 2024.

#7,654
in Construction (9,039 peers)
+8.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ind Acct Plan for the Oregon Sheet Metal Workers's outsized position by total assets

Ind Acct Plan for the Oregon Sheet Metal Workers vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$62,705,995 Top 13% higher than 87% of 123,620 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 2024

Ind Acct Plan for the Oregon Sheet Metal Workers among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ind Acct Plan for the Oregon Sheet Metal Workers sits mid-pack in the medium band (686 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ind Acct Plan for the Oregon Sheet Metal Workers reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ind Acct Plan for the Oregon Sheet Metal Workers end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2024 · 401(k)

Ind Acct Plan for the Oregon Sheet Metal Workers · $63M · 686 · 87th

  • IND $63M
  • EOY 686
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Spin Master 401(k) Plan
  • EIN ind #7654

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 Oregon →

Ind Acct Plan for the Oregon Sheet Metal Workers in the asset neighbourhood

John Paul Mitchell Systems 401(k) & Profit Sharing PlanJohn Paul Mitchell Systems 4…$63MInd Acct Plan for the Oregon Sheet Metal WorkersInd Acct Plan for the Oregon…$63MSpin Master 401(k) Plan$63MAmerican Bank Employee Savings PlanAmerican Bank Employee Savin…$63M61st Street Service Corporation 401(k) Retirement Plan61st Street Service Corporat…$63M
End-of-year total assets ($M) among Ind Acct Plan for the Oregon Sheet Metal Workers and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$63M
Net Income$5M
Employer EIN936018501
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)

Sponsor-wide plan assets over time

All Bot - Oregon Sheet Metal Workers Master Retirement Trust plans reported in each filing year

Latest sponsor-wide plan assets
$591M 22.93619198537966% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $481M $591M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 2,283 $481M
2023 2 2,310 $545M
2024 2 2,294 $591M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Ind Acct Plan for the Oregon Sheet Metal Workers, Total assets ($B): 0.062705995 · Participants: 686Ind Acct Plan for the Oregon Sheet Metal Workers401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Ind Acct Plan for the Oregon Sheet Metal Workers vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ind Acct Plan for the Oregon Sheet Metal Workers side-by-side with 3 peers →

Ind Acct Plan for the Oregon Sheet Metal Workers's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Spin Master 401(k) Plan in CA ($63M); by covered participants it is Yorkmg, LLC 401(k) Plan in NY (686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ind Acct Plan for the Oregon Sheet Metal Workers assets move in 2024? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers grew at a solid clip - up 8.4% during 2024, from $58M to $63M. Reported net income was $5M.
How have Bot - Oregon Sheet Metal Workers Master Retirement Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets grew 22.9%, from $481M to $591M.
Where does Ind Acct Plan for the Oregon Sheet Metal Workers rank by assets among Form 5500 filers? ▼
Ind Acct Plan for the Oregon Sheet Metal Workers ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by assets is Spin Master 401(k) Plan in CA ($63M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Ind Acct Plan for the Oregon Sheet Metal Workers? ▼
Among 401(k) plans in other states, the closest by covered participants is Yorkmg, LLC 401(k) Plan in NY (686 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 936018501.

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.