Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Sheet Metal, Air Youngstown District Profit Sharing Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 492
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $80,195
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan · Sponsored by Board of Trustees Sheet Metal, Air Youngstown District · Ohio · Construction
$39M in assets, 492 participants
Board of Trustees Sheet Metal, Air Youngstown District's Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported $39M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,202 in Construction (9,039 peers)
Where Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits by assets
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits in the top quartile of all filed plans by assets, $39M for 492 participants (~$80,195/participant), up 11.2% in 2024.
- #7,202
- in Construction (9,039 peers)
- +11.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's outsized position by total assets
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,455,727 Top 19% higher than 81% 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, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District 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, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan reported participants fell from 513 in the plan year 2023 filing to 492 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 346596079 · Board of Trustees Sheet Metal, Air Youngstown District PY 2024 · Profit Sharing
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan · $39M · 492 · 81st
- RANK $39M
- PHOTO 492
- IND 81st
- EOY Profit Sharing
- 5500 near Christian Schools International 403(b) Retirement Savings Plan
- ASSETS ind #7202
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 Ohio →
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 346596079 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Sheet Metal, Air Youngstown District)
Sponsor-wide plan assets over time
All Board of Trustees Sheet Metal, Air Youngstown District plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 24.107849133434602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $32M |
| 2023 | 1 | 513 | $35M |
| 2024 | 1 | 492 | $39M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Christian Schools International 403(b) Retirement Savings Plan in MI ($39M); by covered participants it is Riseboro Retirement Plan in NY (493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.