Other · DOL Form 5500 · 2024

Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension Retirement Plan

Data updated 2026-08-11

$107M
Total assets
2,725
Participants
91st
Percentile by assets
$39,394
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$107M
total plan assets (2024 EOY)
2,725
covered participants
91st
percentile by assets (of 123,622 plans)
$39,394
avg assets per participant

Where Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Indiana
Industry
Construction

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan reports 2,725 participants - 5.0x that state average ($107M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$107M
Net Income$12M
Employer EIN352062343
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension)

$80M$90M$100M$110M 202220232024 $83.2M $107M ▲ +29.1%
Total plan assets by year, all Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plans on file
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.

Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02004006008001000 Total assets ($M) Participants Sheet Metal Workers …, Total assets ($M): 107.348406 · Participants: 2725Sheet Metal Workers …Parkview Health Syst…, Total assets ($M): 928.494369 · Participants: 16191Parkview Health Syst…Beacon Retirement Sa…, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Sa…Ici Multiple Employe…, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employe…Community Foundation…, Total assets ($M): 440.279707 · Participants: 7792Community Foundation…Butler University Re…, Total assets ($M): 373.421837 · Participants: 3285Butler University Re…
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Sheet Metal Workers Local Union No 20 De… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan assets move in 2024? ▼
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan grew at a solid clip - up 12.5% during 2024, from $95M to $107M. Reported net income was $12M.
How have Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's sponsor-wide assets grew 29.1%, from $83M to $107M.
Where does Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan? ▼
Among Other plans in other states, the closest by assets is Iit Research Institute Employees' Tax Sheltered Annuity Plan in IL ($108M, 118 participants).

Next read for Sheet Metal Workers Local Union No 20 De…

Filing takeaways

Ways to act on Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan's numbers.

  • By total assets, Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
  • Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Construction plans

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 352062343.

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.