401(k) · DOL Form 5500 · 2024
Board of Trustees of the Wisconsin Sheet 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 999
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $61,436
- Avg per participant Low balance/head
Official DOL plan name: Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · Sponsored by Board of Trustees of the Wisconsin Sheet · Wisconsin · Construction
$61M in assets, 999 participants
Board of Trustees of the Wisconsin Sheet's Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported $61M in total assets and 999 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,634 in Construction (9,039 peers)
Where Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits by assets
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $61M for 999 participants (~$61,436/participant), up 11.9% in 2024.
- #7,634
- in Construction (9,039 peers)
- +11.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's outsized position by total assets
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,374,375 Top 14% higher than 86% 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
Wisconsin Sheet Metal Workers 401(k) Profit Sharing 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. Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan sits mid-pack in the medium band (999 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan reported participants rose from 896 in the plan year 2023 filing to 999 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391965830 · Board of Trustees of the Wisconsin Sheet PY 2024 · 401(k)
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan · $61M · 999 · 86th
- TYPE $61M
- TYPE 999
- TYPE 86th
- TYPE 401(k)
- TYPE near Everence Services, LLC 401(k) Plan
- TYPE ind #7634
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 Wisconsin →
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $7M |
| Employer EIN | 391965830 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Wisconsin Sheet)
Sponsor-wide plan assets over time
All Board of Trustees of the Wisconsin Sheet plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 34.636879486579765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 808 | $46M |
| 2023 | 1 | 896 | $55M |
| 2024 | 1 | 999 | $61M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Everence Services, LLC 401(k) Plan in IN ($61M); by covered participants it is Hard Rock Sacramento Retirement Plan in CA (999 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Everence Services, LLC 401(k) Plan (IN) $61M · 383
- Sesac Rights Management Inc. Savings Plan (TN) $61M · 353
- Communitycare 401(k) Savings Plan (OK) $61M · 475
- Torc Robotics, Inc. 401(k) Plan (VA) $61M · 564
Similar participant headcount
Nearest other-state filings by covered participants (999 participants); asset peers above are excluded.
- Hard Rock Sacramento Retirement Plan (CA) 999 · 0 off
- Knowles Corporation 401(k) Plan (IL) 999 · 0 off
- Novolex Te 401(k) Plan (SC) 999 · 0 off
- American Solutions for Business 401(k) Plan (MN) 999 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.