Money Purchase · DOL Form 5500 · 2024
Board of Trustees Sheetmetal Workers Local 91 Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $176M
- Total assets
- 638
- Participants
- 94th
- Percentile by assets
- $276,640
- Avg per participant
Official DOL plan name: Sheet Metal Workers Local 91 Annuity Plan · Sponsored by Board of Trustees Sheetmetal Workers Local 91 Annuity Plan · Illinois · Construction
$176M in assets, 638 participants
Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's Sheet Metal Workers Local 91 Annuity Plan reported $176M in total assets and 638 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)
- #7,758 in Construction (8,304 peers)
Where Sheet Metal Workers Local 91 Annuity Plan sits by assets
Sheet Metal Workers Local 91 Annuity Plan sits in the top 10% of all filed plans by assets, $176M for 638 participants (~$276,640/participant), up 7.9% in 2024.
- $176M
- total plan assets (2024 EOY)
- 638
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $276,640
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local 91 Annuity Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Sheet Metal Workers Local 91 Annuity Plan end-of-year assets rose from $164M in the plan year 2023 filing to $176M in the plan year 2024 filing.
- Sheet Metal Workers Local 91 Annuity Plan reported participants fell from 674 in the plan year 2023 filing to 638 in the plan year 2024 filing.
Sheet Metal Workers Local 91 Annuity Plan vs the 2024 asset distribution
By assets, Sheet Metal Workers Local 91 Annuity Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $13M |
| Employer EIN | 362952946 |
| Plan Effective Date | 1978-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheetmetal Workers Local 91 Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 650 | $146M |
| 2023 | 1 | 674 | $164M |
| 2024 | 1 | 638 | $176M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Sheet Metal Workers Local 91 Annuity Plan 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 219 Retirement Savings Fund $210M · 936
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sheet Metal Workers Local 91 Annuity Plan by total assets, not by location.
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) $177M · 1,879
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $179M · 314
- Bates College Money Purchase Pension Plan (ME) $173M · 732
- Pension Plan of Subaru of America, Inc. (NJ) $173M · 1,259
Frequently Asked Questions
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Next read for Sheet Metal Workers Local 91 Annuity Pla…
Scale reading
Ways to act on Sheet Metal Workers Local 91 Annuity Plan's numbers.
- By total assets, Sheet Metal Workers Local 91 Annuity Plan 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 Sheetmetal Workers Local 91 Annuity Plan's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Construction plans