Other · DOL Form 5500 · 2024

Sheet Metal Workers Local No 83 Annuity Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
319
Participants Below avg headcount
83rd
Percentile by assets National rank
$137,218
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheet Metal Workers Local No.83 Annuity Fund · Sponsored by Sheet Metal Workers Local No 83 Annuity · New York · Manufacturing

$44M in assets, 319 participants

Sheet Metal Workers Local No 83 Annuity's Sheet Metal Workers Local No.83 Annuity Fund reported $44M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,422 in Manufacturing (17,777 peers)

Coverage in New York

Sheet Metal Workers Local No.83 Annuity Fund covers 319 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $44M.

#13,422
in Manufacturing (17,777 peers)
+13.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sheet Metal Workers Local No.83 Annuity Fund's outsized position by total assets

Sheet Metal Workers Local No.83 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$43,772,430 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 No.83 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. Sheet Metal Workers Local No.83 Annuity Fund sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheet Metal Workers Local No.83 Annuity Fund end-of-year assets rose from $38M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Sheet Metal Workers Local No.83 Annuity Fund reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sheet Metal Workers Local No.83 Annuity Fund reported participants fell from 334 in the plan year 2023 filing to 319 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141758410 · Sheet Metal Workers Local No 83 Annuity PY 2024 · Other

Sheet Metal Workers Local No.83 Annuity Fund · $44M · 319 · 83rd

  • 5500 $44M
  • 5500 319
  • 5500 83rd
  • 5500 Other
  • 5500 near O'bleness Memorial Hospital Tax Sheltered Annuity Plan
  • 5500 ind #13422

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 Manufacturing retirement plans → · Plans in New York →

Sheet Metal Workers Local No.83 Annuity Fund in the asset neighbourhood

Sheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$44MO'bleness Memorial Hospital Tax Sheltered Annuity PlanO'bleness Memorial Hospital …$44MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$44MSme Employee Savings Plan$44MSanta Catalina School DC Plan Retirement PlanSanta Catalina School DC Pla…$44M
End-of-year total assets ($M) among Sheet Metal Workers Local No.83 Annuity Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN141758410
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheet Metal Workers Local No 83 Annuity)

Sponsor-wide plan assets over time

All Sheet Metal Workers Local No 83 Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.737927929113496% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.7M $43.8M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 348 $34M
2023 1 334 $38M
2024 1 319 $44M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local No.83 Annuity Fund vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sheet Metal Workers Local No.83 Annuity Fund, Total assets ($B): 0.04377243 · Participants: 319Sheet Metal Workers Local No.83 Annuity FundNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Sheet Metal Workers Local No.83 Annuity Fund vs. nearby Other plans in New York, assets vs. participants
Compare Sheet Metal Workers Local No.83 Annuity Fund side-by-side with 3 peers →

Sheet Metal Workers Local No.83 Annuity Fund's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is O'bleness Memorial Hospital Tax Sheltered Annuity Plan in OH ($44M); by covered participants it is The Wistar Institute Retirement Savings Program in PA (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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.

Frequently Asked Questions

How did Sheet Metal Workers Local No.83 Annuity Fund assets move in 2024? ▼
Sheet Metal Workers Local No.83 Annuity Fund grew at a solid clip - up 13.9% during 2024, from $38M to $44M. Reported net income was $5M.
How have Sheet Metal Workers Local No 83 Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheet Metal Workers Local No 83 Annuity's sponsor-wide assets grew 29.7%, from $34M to $44M.
Where does Sheet Metal Workers Local No.83 Annuity Fund rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No.83 Annuity Fund ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sheet Metal Workers Local No.83 Annuity Fund? ▼
Among Other plans in other states, the closest by assets is O'bleness Memorial Hospital Tax Sheltered Annuity Plan in OH ($44M, 428 participants).
Which Other plans cover a similar participant headcount to Sheet Metal Workers Local No.83 Annuity Fund? ▼
Among Other plans in other states, the closest by covered participants is The Wistar Institute Retirement Savings Program in PA (319 participants, $125M in assets).

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 141758410.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.