Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Sheet Metal Workers Local 219 R.S.P. Money Purchase Plan
Data updated 2026-08-06
- $210M
- Total assets
- 936
- Participants
- 94th
- Percentile by assets
- $224,007
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local 219 Retirement Savings Fund · Sponsored by Board of Trustees - Sheet Metal Workers Local 219 R.S.P. · Illinois · Construction
$210M in assets, 936 participants
Board of Trustees - Sheet Metal Workers Local 219 R.S.P.'s Sheet Metal Workers Local 219 Retirement Savings Fund reported $210M in total assets and 936 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
- #7,828 in Construction (8,304 peers)
Where Sheet Metal Workers Local 219 Retirement Savings Fund sits by assets
Sheet Metal Workers Local 219 Retirement Savings Fund sits in the top 10% of all filed plans by assets, $210M for 936 participants (~$224,007/participant), up 14.2% in 2024.
- $210M
- total plan assets (2024 EOY)
- 936
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $224,007
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local 219 Retirement Savings Fund end-of-year assets rose from $184M in the plan year 2023 filing to $210M in the plan year 2024 filing.
- Sheet Metal Workers Local 219 Retirement Savings Fund reported participants rose from 907 in the plan year 2023 filing to 936 in the plan year 2024 filing.
Sheet Metal Workers Local 219 Retirement Savings Fund vs the 2024 asset distribution
By assets, Sheet Metal Workers Local 219 Retirement Savings Fund outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $184M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $26M |
| Employer EIN | 364343290 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Sheet Metal Workers Local 219 R.S.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 839 | $158M |
| 2023 | 1 | 907 | $184M |
| 2024 | 1 | 936 | $210M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local 219 Retirement Savings Fund vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 91 Annuity Plan $176M · 638
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sheet Metal Workers Local 219 Retirement Savings Fund by total assets, not by location.
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $214M · 145
- U. a. Local Union No. 614 Pension Plan (TN) $204M · 1,248
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $219M · 1,466
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $220M · 576
Frequently Asked Questions
How did Sheet Metal Workers Local 219 Retirement Savings Fund assets move in 2024? ▼
How have Board of Trustees - Sheet Metal Workers Local 219 R.S.P. plan assets changed over time? ▼
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Next read for Sheet Metal Workers Local 219 Retirement…
Scale reading
Ways to act on Sheet Metal Workers Local 219 Retirement Savings Fund's numbers.
- By total assets, Sheet Metal Workers Local 219 Retirement Savings Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Board of Trustees - Sheet Metal Workers Local 219 R.S.P.'s sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Construction plans