Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot - Oregon Sheet Metal Workers Master Retirement Trust Pension Plan

Data updated 2026-08-11

$529M
Total assets: 1,608
Participants: 97th
Percentile by assets: $328,745
Avg per participant

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.

97th percentile by assets (of 123,622 plans)
#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.

$529M
total plan assets (2024 EOY): 1,608
covered participants: 97th
percentile by assets (of 123,622 plans): $328,745
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Oregon

Industry

Construction

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust reports 1,608 participants - 3.6x that state average ($529M EOY assets).

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)

Total plan assets by year, all Bot - Oregon Sheet Metal Workers Master Retirement Trust plans on file

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.

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants

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

Compare Pension Plan of the Oregon Sheet Metal W… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust by total assets, not by location.

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

Frequently Asked Questions

How did Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust assets move in 2024? ▼

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust grew at a solid clip - up 8.5% during 2024, from $487M to $529M. Reported net income was $44M.

How have Bot - Oregon Sheet Metal Workers Master Retirement Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets grew 22.9%, from $481M to $591M.

Where does Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust rank by assets among Form 5500 filers? ▼

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Grant Thornton Advisors LLC Employees' Retirement Plan in IL ($528M, 6,969 participants).

Next read for Pension Plan of the Oregon Sheet Metal W…

Filing takeaways

Ways to act on Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust's numbers.

By total assets, Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
Bot - Oregon Sheet Metal Workers Master Retirement Trust's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 936018501.