Money Purchase · DOL Form 5500 · 2024
Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 213
- Participants Below avg headcount
Official DOL plan name: Rhode Island Sheet Metal Workers Local 17 Annuity Fund · Sponsored by Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees · Massachusetts · Construction
N/A in assets, 213 participants
Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees's Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported N/A in total assets and 213 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Rhode Island Sheet Metal Workers Local 17 Annuity Fund covers 213 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: N/A.
- -$403K
- reported net income
The plan reported a net loss of $403K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rhode Island Sheet Metal Workers Local 17 Annuity Fund 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. Rhode Island Sheet Metal Workers Local 17 Annuity Fund sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported net income fell from $3M in the plan year 2023 filing to -$403K in the plan year 2024 filing.
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund reported participants rose from 202 in the plan year 2023 filing to 213 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050398597 · Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees PY 2024 · Money Purchase
Rhode Island Sheet Metal Workers Local 17 Annuity Fund · N/A · 213
- TYPE N/A
- NET 213
- BOOK PY 2024
- VS-ST Money Purchase
- BOY near The W.K. Kellogg Foundation Savings Plan
- SCH -$403K
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 Massachusetts →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$403K |
| Employer EIN | 050398597 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees)
Sponsor-wide plan assets over time
All Ri Sheet Metal Workers Local 17 Annuity Fd, Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $19M |
| 2023 | 1 | 202 | $21M |
| 2024 | 1 | 213 | N/A |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Rhode Island Sheet Metal Workers Local 17 Annuity Fund's closest out-of-state Money Purchase peers by headcount
Outside Massachusetts, the nearest Money Purchase by covered participants is The W.K. Kellogg Foundation Savings Plan in MI (213 participants; this filing: 213 participants).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- The W.K. Kellogg Foundation Savings Plan (MI) 213 · 0 off
- Plumbers and Steamfitters Local No. 177 Pension Plan (TN) 212 · 1 off
- Hawkins Construction Company Employee Pension Benefit Plan (NE) 215 · 2 off
- Mbku 401(a) Retirement Plan (CA) 209 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.