401(k) · DOL Form 5500 · 2024

Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan 401(k) Plan

Data updated 2026-08-25

$359M
Total assets Above avg plan size
7,227
Participants Very large workforce
96th
Percentile by assets National rank
$49,664
Avg per participant Low balance/head
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Official DOL plan name: Northwest Sheet Metal Workers Supp Pension Plan · Sponsored by Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan · Oregon · Construction

$359M in assets, 7,227 participants

Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's Northwest Sheet Metal Workers Supp Pension Plan reported $359M in total assets and 7,227 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,663 in Construction (9,039 peers)

Coverage in Oregon

Northwest Sheet Metal Workers Supp Pension Plan covers 7,227 participants in Oregon, 16x the typical Oregon plan (state average ~443 per filing). Assets: $359M.

#8,663
in Construction (9,039 peers)
+13.9%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Northwest Sheet Metal Workers Supp Pension Plan's outsized position by total assets

Northwest Sheet Metal Workers Supp Pension Plan vs every filed plan by assets

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

$358,918,555 Top 4% higher than 96% 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

Northwest Sheet Metal Workers Supp Pension Plan'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. Northwest Sheet Metal Workers Supp Pension Plan lands in the large band (7,227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwest Sheet Metal Workers Supp Pension Plan end-of-year assets rose from $315M in the plan year 2023 filing to $359M in the plan year 2024 filing.
  • Northwest Sheet Metal Workers Supp Pension Plan reported participants rose from 6,967 in the plan year 2023 filing to 7,227 in the plan year 2024 filing.
  • Northwest Sheet Metal Workers Supp Pension Plan reported net income fell from $44M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 911702340 · Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan PY 2024 · 401(k)

Northwest Sheet Metal Workers Supp Pension Plan · $359M · 7,227 · 96th

  • PART $359M
  • TYPE 7,227
  • NET 96th
  • BOOK 401(k)
  • VS-ST near Astrion 401(k) Plan
  • BOY ind #8663

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 Oregon →

Northwest Sheet Metal Workers Supp Pension Plan in the asset neighbourhood

Colonial Pipeline Company 401(k) Investment PlanColonial Pipeline Company 40…$359MMidmark Corporation 401(k) Savings PlanMidmark Corporation 401(k) S…$359MAstrion 401(k) Plan$359MNorthwest Sheet Metal Workers Supp Pension PlanNorthwest Sheet Metal Worker…$359MPike 401(k) Plan$359M
End-of-year total assets ($M) among Northwest Sheet Metal Workers Supp Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$359M
Net Income$44M
Employer EIN911702340
Plan Effective Date1996-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan)

Sponsor-wide plan assets over time

All Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$359M 32.55216576733619% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $271M $359M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 7,487 $271M
2023 1 6,967 $315M
2024 1 7,227 $359M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Northwest Sheet Metal Workers Supp Pension Plan, Total assets ($B): 0.358918555 · Participants: 7227Northwest Sheet Metal Workers Supp Pension Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Northwest Sheet Metal Workers Supp Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Northwest Sheet Metal Workers Supp Pension Plan side-by-side with 3 peers →

Scale composition for Northwest Sheet Metal Workers Supp Pension Plan

Northwest Sheet Metal Workers Supp Pension Plan reports $359M in end-of-year assets across 7,227 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $49,664 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $44M.

This plan identity (EIN 911702340, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $271M to $359M (+32.6%) while covered participants moved from 7,487 to 7,227 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,487 $271M Open filing
2023 6,967 $315M Open filing
2024 · index core 7,227 $359M This page

Northwest Sheet Metal Workers Supp Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Astrion 401(k) Plan in AL ($359M); by covered participants it is Fluor Corporation Employees Savings Investment Plan in TX (7,227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($359M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,227 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 Northwest Sheet Metal Workers Supp Pension Plan assets move in 2024? ▼
Northwest Sheet Metal Workers Supp Pension Plan grew at a solid clip - up 13.9% during 2024, from $315M to $359M. Reported net income was $44M.
How have Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees, Northwest Sheet Metal Workers Supp Pension Plan's sponsor-wide assets grew 32.6%, from $271M to $359M.
Where does Northwest Sheet Metal Workers Supp Pension Plan rank by assets among Form 5500 filers? ▼
Northwest Sheet Metal Workers Supp Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Northwest Sheet Metal Workers Supp Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astrion 401(k) Plan in AL ($359M, 2,793 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Sheet Metal Workers Supp Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fluor Corporation Employees Savings Investment Plan in TX (7,227 participants, $3.5B 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 911702340.

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.