Profit Sharing · DOL Form 5500 · 2024
Sheet Metal Workers Local 33 Profit Sharing Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 3,783
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $46,645
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · Sponsored by Sheet Metal Workers Local 33 · Ohio · Construction
$176M in assets, 3,783 participants
Sheet Metal Workers Local 33's Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported $176M in total assets and 3,783 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.
- #8,364 in Construction (9,039 peers)
Coverage in Ohio
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan covers 3,783 participants in Ohio, 4.9x the typical Ohio plan (state average ~765 per filing). Assets: $176M.
- #8,364
- in Construction (9,039 peers)
- +14.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's outsized position by total assets
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,457,684 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 33 Profit Sharing Annuity Plan'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. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan lands in the large band (3,783 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan end-of-year assets rose from $154M in the plan year 2023 filing to $176M in the plan year 2024 filing.
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported participants fell from 4,214 in the plan year 2023 filing to 3,783 in the plan year 2024 filing.
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reported net income fell from $24M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311524549 · Sheet Metal Workers Local 33 PY 2024 · Profit Sharing
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan · $176M · 3,783 · 94th
- EIN $176M
- EIN 3,783
- EIN 94th
- EIN Profit Sharing
- EIN near Steamfitters Surety Fund Local Union No 475
- EIN ind #8364
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 Workers' Local 33 Profit Sharing Annuity Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $22M |
| Employer EIN | 311524549 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local 33)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local 33 plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 36.023703617002234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,130 | $130M |
| 2023 | 1 | 4,214 | $154M |
| 2024 | 1 | 3,783 | $176M |
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 Workers' Local 33 Profit Sharing Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Steamfitters Surety Fund Local Union No 475 in NJ ($175M); by covered participants it is American Heart Association, Inc. Qualified Retirement Plan in TX (3,779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Steamfitters Surety Fund Local Union No 475 (NJ) $175M · 1,484
- North Central College Defined Contribution Retirement Plan (IL) $179M · 969
- St. Lawrence Health System 403(b) Retirement Plan (NY) $173M · 2,152
- Local 550 Annuity Plan (MA) $173M · 783
Similar participant headcount
Nearest other-state filings by covered participants (3,783 participants); asset peers above are excluded.
- American Heart Association, Inc. Qualified Retirement Plan (TX) 3,779 · 4 off
- The Tjx Companies, Inc. Puerto Rico Savings Plan (MA) 3,777 · 6 off
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) 3,756 · 27 off
- Ironworkers Local Union 549 and 550 Security Plan (WV) 3,813 · 30 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.