Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Sheet Metal Workers' Pension Plan Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 5,402
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $262,902
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · Sponsored by Board of Trustees, Sheet Metal Workers' Pension Plan · California · Construction
$1.4B in assets, 5,402 participants
Board of Trustees, Sheet Metal Workers' Pension Plan's Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reported $1.4B in total assets and 5,402 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,947 in Construction (9,039 peers)
Coverage in California
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada covers 5,402 participants in California, 8.6x the typical California plan (state average ~630 per filing). Assets: $1.4B.
- #8,947
- in Construction (9,039 peers)
- +5.8%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's outsized position by total assets
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,420,198,265 Top 1% higher than 99% 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' Pension Plan of Southern California Arizona and Nevada'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' Pension Plan of Southern California Arizona and Nevada lands in the large band (5,402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reported net income fell from $98M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reported participants rose from 5,299 in the plan year 2023 filing to 5,402 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 956052257 · Board of Trustees, Sheet Metal Workers' Pension Plan PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada · $1.4B · 5,402 · 99th
- PART $1.4B
- TYPE 5,402
- NET 99th
- BOOK Defined Benefit (Pension)
- VS-ST near Conocophillips Retirement Plan
- BOY ind #8947
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 California →
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $78M |
| Employer EIN | 956052257 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sheet Metal Workers' Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees, Sheet Metal Workers' Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 55.844555277240296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,291 | $3.2B |
| 2023 | 1 | 5,299 | $1.3B |
| 2024 | 1 | 5,402 | $1.4B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Scale composition for Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada reports $1.4B in end-of-year assets across 5,402 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $262,902 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $78M.
This plan identity (EIN 956052257, plan #001) has 5 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.4B (+14.1%) while covered participants moved from 5,414 to 5,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,414 | $1.2B | Open filing |
| 2022 | 4,357 | $1.0B | Open filing |
| 2022 | 4,520 | $957M | Open filing |
| 2023 | 5,299 | $1.3B | Open filing |
| 2024 · index core | 5,402 | $1.4B | This page |
Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Conocophillips Retirement Plan in TX ($1.4B); by covered participants it is Operating Engineers Local No. 825 Pension Fund in NJ (5,422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Conocophillips Retirement Plan (TX) $1.4B · 3,746
- Huntington Ingalls Industries, Inc. Newport News Operations Pension Plan for Employees Covered by United Steelworkers Local 8888 Cba (VA) $1.4B · 6,410
- William Beaumont Hospital Employees' Retirement Plan (MI) $1.4B · 7,153
- Felra & Ufcw Pension Plan (MD) $1.4B · N/A
Similar participant headcount
Nearest other-state filings by covered participants (5,402 participants); asset peers above are excluded.
- Operating Engineers Local No. 825 Pension Fund (NJ) 5,422 · 20 off
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) 5,424 · 22 off
- 32bj School Workers Pension Fund (NY) 5,425 · 23 off
- Zurich American Insurance Company Retirement Account Plan (IL) 5,426 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.