Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Sheet Metal, Air Youngstown District Pension Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 199
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $416,002
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction
$83M in assets, 199 participants
Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported $83M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,885 in Construction (9,039 peers)
Coverage in Ohio
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund covers 199 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $83M.
- #7,885
- in Construction (9,039 peers)
- +8.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's outsized position by total assets
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,784,451 Top 11% higher than 89% 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, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension 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, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund reported participants fell from 205 in the plan year 2023 filing to 199 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341939172 · Board of Trustees Sheet Metal, Air Youngstown District PY 2024 · Defined Benefit (Pension)
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund · $83M · 199 · 89th
- VS-ST $83M
- BOY 199
- SCH 89th
- EBSA Defined Benefit (Pension)
- PART near Young Brothers, Limited Pension Plan
- TYPE ind #7885
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 Ohio →
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $6M |
| Employer EIN | 341939172 |
| Plan Effective Date | 1964-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)
Sponsor-wide plan assets over time
All Board of Trustees Sheet Metal, Air Youngstown District plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 15.27338234801845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $72M |
| 2023 | 1 | 205 | $77M |
| 2024 | 1 | 199 | $83M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Young Brothers, Limited Pension Plan in HI ($83M); by covered participants it is Durham Retirement Plan in TX (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Durham Retirement Plan (TX) 199 · 0 off
- Ballinger Company Cash Balance Plan (PA) 199 · 0 off
- American Petroleum Institute Retirement Income Plan (DC) 199 · 0 off
- Sheet Metal Workers Local 441 Supplemental Pension Plan (TN) 199 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.