401(k) · DOL Form 5500 · 2024
Board of Trustees Sheet Metal Workers Local 2 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 2,161
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $50,057
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers Local No. 2 401(k) Plan · Sponsored by Board of Trustees Sheet Metal Workers Local 2 · Missouri · Construction
$108M in assets, 2,161 participants
Board of Trustees Sheet Metal Workers Local 2's Sheet Metal Workers Local No. 2 401(k) Plan reported $108M in total assets and 2,161 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #8,082 in Construction (9,039 peers)
Coverage in Missouri
Sheet Metal Workers Local No. 2 401(k) Plan covers 2,161 participants in Missouri, 2.9x the typical Missouri plan (state average ~737 per filing). Assets: $108M.
- #8,082
- in Construction (9,039 peers)
- +11.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sheet Metal Workers Local No. 2 401(k) Plan's outsized position by total assets
Sheet Metal Workers Local No. 2 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,174,201 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sheet Metal Workers Local No. 2 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local No. 2 401(k) Plan lands in the large band (2,161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local No. 2 401(k) Plan reported participants rose from 1,937 in the plan year 2023 filing to 2,161 in the plan year 2024 filing.
- Sheet Metal Workers Local No. 2 401(k) Plan end-of-year assets rose from $97M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Sheet Metal Workers Local No. 2 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 311648261 · Board of Trustees Sheet Metal Workers Local 2 PY 2024 · 401(k)
Sheet Metal Workers Local No. 2 401(k) Plan · $108M · 2,161 · 91st
- RANK $108M
- RANK 2,161
- RANK 91st
- RANK 401(k)
- RANK near United Biosource LLC 401(k) Plan
- RANK ind #8082
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 Missouri →
Sheet Metal Workers Local No. 2 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $11M |
| Employer EIN | 311648261 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal Workers Local 2)
Sponsor-wide plan assets over time
All Board of Trustees Sheet Metal Workers Local 2 plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 25.96275145343516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,927 | $86M |
| 2023 | 1 | 1,937 | $97M |
| 2024 | 1 | 2,161 | $108M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Sheet Metal Workers Local No. 2 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is United Biosource LLC 401(k) Plan in PA ($108M); by covered participants it is Csg Incentive Savings Plan in CO (2,161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- United Biosource LLC 401(k) Plan (PA) $108M · 1,725
- Integrative Emergency Services, LLC 401(k) Plan (TX) $108M · 1,356
- Berkeley College Retirement Plan (NJ) $108M · 473
- Common Securitization Solutions, LLC Retirement Savings Plan for Employees (MD) $108M · 344
Similar participant headcount
Nearest other-state filings by covered participants (2,161 participants); asset peers above are excluded.
- Csg Incentive Savings Plan (CO) 2,161 · 0 off
- Valmet, Inc. Retirement Savings Plan (GA) 2,160 · 1 off
- San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan (CA) 2,160 · 1 off
- The Np-USA Group Retirement Plan (CA) 2,163 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.