Other · DOL Form 5500 · 2024
Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension Retirement Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 2,725
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $39,394
- Avg per participant Low balance/head
Official DOL plan name: Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan · Sponsored by Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension · Indiana · Construction
$107M in assets, 2,725 participants
Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reported $107M in total assets and 2,725 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #8,079 in Construction (9,039 peers)
Coverage in Indiana
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan covers 2,725 participants in Indiana, 5.0x the typical Indiana plan (state average ~541 per filing). Assets: $107M.
- #8,079
- in Construction (9,039 peers)
- +12.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's outsized position by total assets
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$107,348,406 Top 9% higher than 91% 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 Union No 20 Defined Contribution 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. Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan lands in the large band (2,725 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan end-of-year assets rose from $95M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reported participants rose from 2,484 in the plan year 2023 filing to 2,725 in the plan year 2024 filing.
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 352062343 · Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension PY 2024 · Other
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan · $107M · 2,725 · 91st
- NET $107M
- NET 2,725
- NET 91st
- NET Other
- NET near Iit Research Institute Employees' Tax Sheltered Annuity Plan
- NET ind #8079
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 Indiana →
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $12M |
| Employer EIN | 352062343 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension)
Sponsor-wide plan assets over time
All Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 29.08250962298245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,457 | $83M |
| 2023 | 1 | 2,484 | $95M |
| 2024 | 1 | 2,725 | $107M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Iit Research Institute Employees' Tax Sheltered Annuity Plan in IL ($108M); by covered participants it is Association of University Physicians Tda Plan in WA (2,723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,725 participants); asset peers above are excluded.
- Association of University Physicians Tda Plan (WA) 2,723 · 2 off
- Southwest Matching Defined Contribution Retirement Plan (OH) 2,721 · 4 off
- Augusta Health Care 403b Plan (VA) 2,721 · 4 off
- Southeasthealth Retirement Plan (MO) 2,717 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.