Defined Benefit (Pension) · DOL Form 5500 · 2024
Bot - Oregon Sheet Metal Workers Master Retirement Trust Pension Plan
Data updated 2026-08-25
- $529M
- Total assets Above avg plan size
- 1,608
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $328,745
- Avg per participant High balance/head
Official DOL plan name: Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · Sponsored by Bot - Oregon Sheet Metal Workers Master Retirement Trust · Oregon · Construction
$529M in assets, 1,608 participants
Bot - Oregon Sheet Metal Workers Master Retirement Trust's Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported $529M in total assets and 1,608 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,773 in Construction (9,039 peers)
Coverage in Oregon
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust covers 1,608 participants in Oregon, 3.6x the typical Oregon plan (state average ~443 per filing). Assets: $529M.
- #8,773
- in Construction (9,039 peers)
- +8.5%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's outsized position by total assets
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$528,622,521 Top 3% higher than 97% 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
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust'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. Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust lands in the large band (1,608 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported net income fell from $56M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust end-of-year assets rose from $487M in the plan year 2023 filing to $529M in the plan year 2024 filing.
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reported participants fell from 1,622 in the plan year 2023 filing to 1,608 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 936018501 · Bot - Oregon Sheet Metal Workers Master Retirement Trust PY 2024 · Defined Benefit (Pension)
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust · $529M · 1,608 · 97th
- ASSETS $529M
- ASSETS 1,608
- ASSETS 97th
- ASSETS Defined Benefit (Pension)
- ASSETS near Grant Thornton Advisors LLC Employees' Retirement Plan
- ASSETS ind #8773
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 Oregon →
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $487M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | $44M |
| Employer EIN | 936018501 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot - Oregon Sheet Metal Workers Master Retirement Trust)
Sponsor-wide plan assets over time
All Bot - Oregon Sheet Metal Workers Master Retirement Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $591M 22.93619198537966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,283 | $481M |
| 2023 | 2 | 2,310 | $545M |
| 2024 | 2 | 2,294 | $591M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Grant Thornton Advisors LLC Employees' Retirement Plan in IL ($528M); by covered participants it is Local 351 IBEW Pension Plan in NJ (1,603 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($529M here).
- Grant Thornton Advisors LLC Employees' Retirement Plan (IL) $528M · 6,969
- 32bj North Pension Fund (NY) $529M · 5,667
- IBEW Local 701 Pension Fund (IL) $528M · 1,078
- Roofers Pension Fund (IL) $530M · 2,071
Similar participant headcount
Nearest other-state filings by covered participants (1,608 participants); asset peers above are excluded.
- Local 351 IBEW Pension Plan (NJ) 1,603 · 5 off
- Northrop Grumman Retirement Plan B (VA) 1,614 · 6 off
- Schneider Electric Pension Plan (IL) 1,602 · 6 off
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) 1,602 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.