Profit Sharing · DOL Form 5500 · 2024
Sheet Metal Workers Local 33 Profit Sharing Plan
Data updated 2026-07-24
- $176M
- Total assets
- 3,783
- Participants
- 94th
- Percentile by assets
- $46,645
- Avg per participant
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.
- 94th percentile by assets (of 116,472 plans)
Coverage in Ohio
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan covers 3,783 participants in Ohio, 4.8x the typical Ohio plan (state average ~787 per filing). Assets: $176M.
- $176M
- total plan assets (2024 EOY)
- 3,783
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $46,645
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan reports 3,783 participants - 4.8x that state average ($176M EOY assets).
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)
| 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.
Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan assets move in 2024? ▼
How have Sheet Metal Workers Local 33 plan assets changed over time? ▼
Where does Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan's numbers.
- By total assets, Sheet Metal Workers' Local 33 Profit Sharing 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 Profit Sharing plans in Ohio. Compare plans
- Sheet Metal Workers Local 33's sponsor-wide assets have grown 36.0% 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 311524549.
Read our methodology - how this data is sourced, computed, and verified.