Defined Benefit (Pension) · DOL Form 5500 · 2024
Sheet Metal Workers Local No. 4 Pension Plan Pension Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 433
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $125,905
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal Workers Local No. 4 Pension Plan · Sponsored by Sheet Metal Workers Local No. 4 Pension Plan · Tennessee · Construction
$55M in assets, 433 participants
Sheet Metal Workers Local No. 4 Pension Plan's Sheet Metal Workers Local No. 4 Pension Plan reported $55M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #7,531 in Construction (9,039 peers)
Coverage in Tennessee
Sheet Metal Workers Local No. 4 Pension Plan covers 433 participants in Tennessee, about 38% of the average Tennessee filer (state average ~1,126 per filing). Assets: $55M.
- #7,531
- in Construction (9,039 peers)
- +16.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sheet Metal Workers Local No. 4 Pension Plan's outsized position by total assets
Sheet Metal Workers Local No. 4 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,516,827 Top 15% higher than 85% 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. 4 Pension Plan 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. 4 Pension Plan sits mid-pack in the medium band (433 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local No. 4 Pension Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Sheet Metal Workers Local No. 4 Pension Plan reported participants rose from 247 in the plan year 2023 filing to 433 in the plan year 2024 filing.
- Sheet Metal Workers Local No. 4 Pension Plan end-of-year assets rose from $47M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 620800645 · Sheet Metal Workers Local No. 4 Pension Plan PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers Local No. 4 Pension Plan · $55M · 433 · 85th
- IND $55M
- IND 433
- IND 85th
- IND Defined Benefit (Pension)
- IND near Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund
- IND ind #7531
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 →
Sheet Metal Workers Local No. 4 Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $8M |
| Employer EIN | 620800645 |
| Plan Effective Date | 1968-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local No. 4 Pension Plan)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local No. 4 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 30.107678723392777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $42M |
| 2023 | 1 | 247 | $47M |
| 2024 | 1 | 433 | $55M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Sheet Metal Workers Local No. 4 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI ($55M); by covered participants it is Ideal Industries, Inc. Retirement Plan in IL (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Ideal Industries, Inc. Retirement Plan (IL) 433 · 0 off
- Local 309 Wiremans Pension Trust (MO) 433 · 0 off
- Shell Federal Credit Union Retirement Pension Plan (TX) 432 · 1 off
- Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund (NY) 432 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.