Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees - Sheet Metal Workers Local No. 177 Pension Fund Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size: 646
Participants Below avg headcount: 88th
Percentile by assets National rank: $117,051
Avg per participant Below avg balance/head

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Official DOL plan name: Sheet Metal Workers Local No. 177 Pension Fund · Sponsored by Trustees - Sheet Metal Workers Local No. 177 Pension Fund · Tennessee · Construction

$76M in assets, 646 participants

Trustees - Sheet Metal Workers Local No. 177 Pension Fund's Sheet Metal Workers Local No. 177 Pension Fund reported $76M in total assets and 646 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

#7,814 in Construction (9,039 peers)

Where Sheet Metal Workers Local No. 177 Pension Fund sits by assets

Sheet Metal Workers Local No. 177 Pension Fund sits in the top quartile of all filed plans by assets, $76M for 646 participants (~$117,051/participant), up 8.7% in 2024.

#7,814
in Construction (9,039 peers): +8.7%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Sheet Metal Workers Local No. 177 Pension Fund's outsized position by total assets

Sheet Metal Workers Local No. 177 Pension Fund vs every filed plan by assets

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

$75,615,012 Top 12% higher than 88% 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 No. 177 Pension 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. 177 Pension Fund sits mid-pack in the medium band (646 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sheet Metal Workers Local No. 177 Pension Fund reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Sheet Metal Workers Local No. 177 Pension Fund end-of-year assets rose from $70M in the plan year 2023 filing to $76M in the plan year 2024 filing.
Sheet Metal Workers Local No. 177 Pension Fund reported participants fell from 653 in the plan year 2023 filing to 646 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 626093256 · Trustees - Sheet Metal Workers Local No. 177 Pension Fund PY 2024 · Defined Benefit (Pension)

Sheet Metal Workers Local No. 177 Pension Fund · $76M · 646 · 88th

NET $76M
BOOK 646
VS-ST 88th
BOY Defined Benefit (Pension)
SCH near Amalgamated Pension-Disability Plan
EBSA ind #7814

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 Tennessee →

End-of-year total assets ($M) among Sheet Metal Workers Local No. 177 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$70M
Net Assets (End of Year)	$76M
Net Income	$6M
Employer EIN	626093256
Plan Effective Date	1967-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees - Sheet Metal Workers Local No. 177 Pension Fund)

Latest sponsor-wide plan assets: $76M 21.67151386870797% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	575	$62M
2023	1	653	$70M
2024	1	646	$76M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local No. 177 Pension Fund vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

Fedex Corporation Employees' Pension Plan $26.9B · 125,941
Retirement Plan of International Paper Company $8.2B · 20,795
Pace Industry Union-Management Pension Fund $2.8B · 3,134
Pension Plan for Employees at Ornl $2.4B · 6,357
Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516

Compare Sheet Metal Workers Local No. 177 Pension Fund side-by-side with 3 peers →

Sheet Metal Workers Local No. 177 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Amalgamated Pension-Disability Plan in FL ($76M); by covered participants it is Iuoe Local 98 Pension Plan in MA (644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Amalgamated Pension-Disability Plan (FL) $76M · 345
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan (MN) $76M · 142
Retirement Programs of Nl Industries, Inc. (TX) $76M · 1
Nuclear Fuel Services, Inc. Retirement Plan for Salaried Employees (NC) $75M · 172

Similar participant headcount

Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.

Iuoe Local 98 Pension Plan (MA) 644 · 2 off
Dover Corporation Pension Plan (IL) 644 · 2 off
Liberty Bank Pension Plan (CT) 648 · 2 off
The Kroger Co. Pension Plan for Employees Rep. by Amalgamated Meat Cutters and Butcher Workmen of North America, AFL-CIO, Local No. 876 (OH) 648 · 2 off

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. 177 Pension Fund assets move in 2024? ▼

Sheet Metal Workers Local No. 177 Pension Fund grew at a solid clip - up 8.7% during 2024, from $70M to $76M. Reported net income was $6M.

How have Trustees - Sheet Metal Workers Local No. 177 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees - Sheet Metal Workers Local No. 177 Pension Fund's sponsor-wide assets grew 21.7%, from $62M to $76M.

Where does Sheet Metal Workers Local No. 177 Pension Fund rank by assets among Form 5500 filers? ▼

Sheet Metal Workers Local No. 177 Pension Fund ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Sheet Metal Workers Local No. 177 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Pension-Disability Plan in FL ($76M, 345 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Sheet Metal Workers Local No. 177 Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iuoe Local 98 Pension Plan in MA (644 participants, $215M 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 626093256.