Profit Sharing · DOL Form 5500 · 2024
Smart Local 27 Annuity Fund Trustees Profit Sharing Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 1,039
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $142,629
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal, Air, Rail Transportation Local No.27 · Sponsored by Smart Local 27 Annuity Fund Trustees · New Jersey · Construction
$148M in assets, 1,039 participants
Smart Local 27 Annuity Fund Trustees's Sheet Metal, Air, Rail Transportation Local No.27 reported $148M in total assets and 1,039 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,267 in Construction (9,039 peers)
Where Sheet Metal, Air, Rail Transportation Local No.27 sits by assets
Sheet Metal, Air, Rail Transportation Local No.27 sits in the top 10% of all filed plans by assets, $148M for 1,039 participants (~$142,629/participant), up 6.3% in 2024.
- #8,267
- in Construction (9,039 peers)
- +6.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Sheet Metal, Air, Rail Transportation Local No.27's outsized position by total assets
Sheet Metal, Air, Rail Transportation Local No.27 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,191,367 Top 7% higher than 93% 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, Air, Rail Transportation Local No.27's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal, Air, Rail Transportation Local No.27 lands in the large band (1,039 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal, Air, Rail Transportation Local No.27 reported net income fell from $16M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sheet Metal, Air, Rail Transportation Local No.27 end-of-year assets rose from $139M in the plan year 2023 filing to $148M in the plan year 2024 filing.
- Sheet Metal, Air, Rail Transportation Local No.27 reported participants rose from 1,008 in the plan year 2023 filing to 1,039 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222604860 · Smart Local 27 Annuity Fund Trustees PY 2024 · Profit Sharing
Sheet Metal, Air, Rail Transportation Local No.27 · $148M · 1,039 · 93rd
- IND $148M
- EOY 1,039
- 5500 93rd
- ASSETS Profit Sharing
- PCT near Choate, Hall & Stewart LLP Tax Deferred Savings Plan
- EIN ind #8267
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 New Jersey →
Sheet Metal, Air, Rail Transportation Local No.27 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $9M |
| Employer EIN | 222604860 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 27 Annuity Fund Trustees)
Sponsor-wide plan assets over time
All Smart Local 27 Annuity Fund Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 19.554637227792742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 986 | $124M |
| 2023 | 1 | 1,008 | $139M |
| 2024 | 1 | 1,039 | $148M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Sheet Metal, Air, Rail Transportation Local No.27's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Choate, Hall & Stewart LLP Tax Deferred Savings Plan in MA ($148M); by covered participants it is Southwestern Illinois Laborers Annuity Fund in IL (1,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan (MA) $148M · 300
- Wilson Tool International, Inc. Profit Sharing Plan (MN) $150M · 541
- Stanford Health Care Tri-Valley 403(b) Plan (CA) $150M · 1,685
- Pointers, Cleaners & Caulkers Annuity Fund (NY) $150M · 2,343
Similar participant headcount
Nearest other-state filings by covered participants (1,039 participants); asset peers above are excluded.
- Southwestern Illinois Laborers Annuity Fund (IL) 1,039 · 0 off
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) 1,044 · 5 off
- Yai Network Affiliates 401(a) Plan (NY) 1,045 · 6 off
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan (TX) 1,033 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.