Profit Sharing · DOL Form 5500 · 2024
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 973
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $115,329
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 12 Annuity Fund · Sponsored by Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund · Pennsylvania · Construction
$112M in assets, 973 participants
Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund's Sheet Metal Workers Local Union No. 12 Annuity Fund reported $112M in total assets and 973 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.
- #8,107 in Construction (9,039 peers)
Where Sheet Metal Workers Local Union No. 12 Annuity Fund sits by assets
Sheet Metal Workers Local Union No. 12 Annuity Fund sits in the top 10% of all filed plans by assets, $112M for 973 participants (~$115,329/participant), up 13.0% in 2024.
- #8,107
- in Construction (9,039 peers)
- +13.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 12 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 12 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,215,180 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 Union No. 12 Annuity Fund 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. Sheet Metal Workers Local Union No. 12 Annuity Fund sits mid-pack in the medium band (973 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No. 12 Annuity Fund end-of-year assets rose from $99M in the plan year 2023 filing to $112M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 12 Annuity Fund reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 251478389 · Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund PY 2024 · Profit Sharing
Sheet Metal Workers Local Union No. 12 Annuity Fund · $112M · 973 · 91st
- TYPE $112M
- NET 973
- BOOK 91st
- VS-ST Profit Sharing
- BOY near Moses/Weitzman Health System, Inc. 403b Retirement Plan
- SCH ind #8107
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 Pennsylvania →
Sheet Metal Workers Local Union No. 12 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $13M |
| Employer EIN | 251478389 |
| Plan Effective Date | 1983-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund)
Sponsor-wide plan assets over time
All Bd of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 27.99221310380157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,041 | $88M |
| 2023 | 1 | 980 | $99M |
| 2024 | 1 | 973 | $112M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Sheet Metal Workers Local Union No. 12 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Moses/Weitzman Health System, Inc. 403b Retirement Plan in CT ($112M); by covered participants it is Coffee Regional Medical Ctr Inc Employee Savings & Retirement in GA (974 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $112M · 1,209
- Roofers Union Local 30 Combined Annuity Fund (MI) $112M · 2,045
- Siu P & S Retirement Plan (IL) $113M · 266
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $113M · 1,478
Similar participant headcount
Nearest other-state filings by covered participants (973 participants); asset peers above are excluded.
- Coffee Regional Medical Ctr Inc Employee Savings & Retirement (GA) 974 · 1 off
- The Savings Plan for Employees of Wyckoff Heights Medical Center (NY) 974 · 1 off
- North Central College Defined Contribution Retirement Plan (IL) 969 · 4 off
- Nw Bricklayers & Allied Craftworkers DC Retirement Plan (OR) 969 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.