Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of the Retirement Plan Profit Sharing Plan

Data updated 2026-07-24

$374M
Total assets: 1,894
Participants: 96th
Percentile by assets: $197,483
Avg per participant

Official DOL plan name: Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · Sponsored by Board of Trustees of the Retirement Plan · Wisconsin · Construction

$374M in assets, 1,894 participants

Board of Trustees of the Retirement Plan's Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported $374M in total assets and 1,894 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.

96th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 covers 1,894 participants in Wisconsin, 3.4x the typical Wisconsin plan (state average ~565 per filing). Assets: $374M.

$374M
total plan assets (2024 EOY): 1,894
covered participants: 96th
percentile by assets (of 116,472 plans): $197,483
avg assets per participant

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported net income fell from $55M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 end-of-year assets rose from $334M in the plan year 2023 filing to $374M in the plan year 2024 filing.
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reported participants rose from 1,762 in the plan year 2023 filing to 1,894 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 reports 1,894 participants - 3.4x that state average ($374M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$334M
Net Assets (End of Year)	$374M
Net Income	$40M
Employer EIN	396135887
Plan Effective Date	1968-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of the Retirement Plan)

Total plan assets by year, all Board of Trustees of the Retirement Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	1,579	$279M
2023	1	1,762	$334M
2024	1	1,894	$374M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Clarios Retirement Savings and Investment Plan $334M · 5,088
Union Individual Account Retirement Fund $309M · 3,507

Compare Retirement Plan for Employees Represente… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 by total assets, not by location.

Twin City Ironworkers Defined Contribution Fund (MN) $380M · 2,654
Retirement Plan of Saratoga Hospital (NY) $368M · 3,315
North Mississippi Health Services, Inc. Employer Savings Plan (MS) $362M · 7,188
The Wgbh Educational Foundation Retirement Plan (MA) $361M · 854

Frequently Asked Questions

How did Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 assets move in 2024? ▼

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 grew at a solid clip - up 11.9% during 2024, from $334M to $374M. Reported net income was $40M.

How have Board of Trustees of the Retirement Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of the Retirement Plan's sponsor-wide assets grew 34.1%, from $279M to $374M.

Where does Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 rank by assets among Form 5500 filers? ▼

Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18? ▼

Among Profit Sharing plans in other states, the closest by assets is Twin City Ironworkers Defined Contribution Fund in MN ($380M, 2,654 participants).

Next read for Retirement Plan for Employees Represente…

Filing takeaways

Ways to act on Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's numbers.

By total assets, Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Board of Trustees of the Retirement Plan's sponsor-wide assets have grown 34.1% 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 396135887.

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.