Defined Benefit (Pension) · DOL Form 5500 · 2024

Jt Bd of Trustees Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
632
Participants Below avg headcount
85th
Percentile by assets National rank
$86,819
Avg per participant Below avg balance/head
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Official DOL plan name: Baton Rouge Sheet Metal Workers Pension Fund · Sponsored by Jt Bd of Trustees Sheet Metal Workers Pension Fund · Louisiana · Construction

$55M in assets, 632 participants

Jt Bd of Trustees Sheet Metal Workers Pension Fund's Baton Rouge Sheet Metal Workers Pension Fund reported $55M in total assets and 632 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.

  • #7,540 in Construction (9,039 peers)

Where Baton Rouge Sheet Metal Workers Pension Fund sits by assets

Baton Rouge Sheet Metal Workers Pension Fund sits in the top quartile of all filed plans by assets, $55M for 632 participants (~$86,819/participant), up 9.8% in 2024.

#7,540
in Construction (9,039 peers)
+9.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Baton Rouge Sheet Metal Workers Pension Fund's outsized position by total assets

Baton Rouge Sheet Metal Workers Pension Fund vs every filed plan by assets

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

$54,869,651 Top 15% higher than 85% 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

Baton Rouge Sheet Metal Workers 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. Baton Rouge Sheet Metal Workers Pension Fund sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baton Rouge Sheet Metal Workers Pension Fund reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Baton Rouge Sheet Metal Workers Pension Fund end-of-year assets rose from $50M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720562245 · Jt Bd of Trustees Sheet Metal Workers Pension Fund PY 2024 · Defined Benefit (Pension)

Baton Rouge Sheet Metal Workers Pension Fund · $55M · 632 · 85th

  • SCH $55M
  • EBSA 632
  • PART 85th
  • TYPE Defined Benefit (Pension)
  • NET near Service Federal Credit Union Retirement Pension Plan
  • BOOK ind #7540

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 Louisiana →

Baton Rouge Sheet Metal Workers Pension Fund in the asset neighbourhood

W.R. Grace & Co. Retirement Plan for Curtis Bay PlantW.R. Grace & Co. Retirement …$55MService Federal Credit Union Retirement Pension PlanService Federal Credit Union…$55MBessemer Non-Contributory Pension PlanBessemer Non-Contributory Pe…$55MBaton Rouge Sheet Metal Workers Pension FundBaton Rouge Sheet Metal Work…$55MLewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIILewis Brisbois Bisgaard & Sm…$55M
End-of-year total assets ($M) among Baton Rouge Sheet Metal Workers 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)$50M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN720562245
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jt Bd of Trustees Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Jt Bd of Trustees Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$55M 24.171496795870716% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.2M $54.9M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 627 $44M
2023 1 626 $50M
2024 1 632 $55M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Baton Rouge Sheet Metal Workers Pension Fund, Total assets ($B): 0.054869651 · Participants: 632Baton Rouge Sheet Metal Workers Pension FundLumen Combined Pension Plan, Total assets ($B): 4.334697503 · Participants: 10043Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 1.77009689 · Participants: 6385Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan VI for Non-Bargaining Employees, Total assets ($B): 1.587059648 · Participants: 783Entergy Corporation Retirement Plan VI for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.194963253 · Participants: 6197Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation Retirement Plan for Bargaining Employees
Baton Rouge Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Baton Rouge Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Baton Rouge Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Service Federal Credit Union Retirement Pension Plan in NH ($55M); by covered participants it is American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit in WI (632 participants). Same-state nearby plans are listed separately above.

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 Baton Rouge Sheet Metal Workers Pension Fund assets move in 2024? ▼
Baton Rouge Sheet Metal Workers Pension Fund grew at a solid clip - up 9.8% during 2024, from $50M to $55M. Reported net income was $5M.
How have Jt Bd of Trustees Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Bd of Trustees Sheet Metal Workers Pension Fund's sponsor-wide assets grew 24.2%, from $44M to $55M.
Where does Baton Rouge Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Baton Rouge Sheet Metal Workers Pension Fund ranks in the 85th 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 Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Service Federal Credit Union Retirement Pension Plan in NH ($55M, 370 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baton Rouge Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit in WI (632 participants, $19M 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 720562245.

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.