Money Purchase · DOL Form 5500 · 2024
Board of Trustees Sheetmetal Workers Local 91 Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 638
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $276,640
- Avg per participant High balance/head
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.
- #8,365 in Construction (9,039 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.
- #8,365
- in Construction (9,039 peers)
- +7.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 91 Annuity Plan's outsized position by total assets
Sheet Metal Workers Local 91 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,496,252 Top 6% higher than 94% 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 Local 91 Annuity Plan 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 Workers Local 91 Annuity Plan sits mid-pack in the medium band (638 participants).
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.
Published 5500 schedule card
Filing strip 362952946 · Board of Trustees Sheetmetal Workers Local 91 Annuity Plan PY 2024 · Money Purchase
Sheet Metal Workers Local 91 Annuity Plan · $176M · 638 · 94th
- EBSA $176M
- EBSA 638
- EBSA 94th
- EBSA Money Purchase
- EBSA near Hawaii Annuity Trust Fund for Operating Engineers
- EBSA ind #8365
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 Illinois →
Sheet Metal Workers Local 91 Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Sheetmetal Workers Local 91 Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 21.20335193373891% vs 2022
- 2024 filing year
| 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.
- 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
Sheet Metal Workers Local 91 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Hawaii Annuity Trust Fund for Operating Engineers in CA ($177M); by covered participants it is Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund in IN (635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $177M · 2,249
- 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
Similar participant headcount
Nearest other-state filings by covered participants (638 participants); asset peers above are excluded.
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) 635 · 3 off
- The Scripps Research Institute Faculty and Management Retirement Plan (CA) 634 · 4 off
- The New England Center for Children, Inc. Target Benefit Plan (MA) 642 · 4 off
- I.a.H.F.I.a.W. Local No. 32 - Annuity Fund (NJ) 643 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.