Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of the Retirement Plan Profit Sharing Plan
Data updated 2026-08-25
- $374M
- Total assets Above avg plan size
- 1,894
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $197,483
- Avg per participant Above avg balance/head
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.
- #8,670 in Construction (9,039 peers)
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 ~563 per filing). Assets: $374M.
- #8,670
- in Construction (9,039 peers)
- +11.9%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's outsized position by total assets
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$374,033,662 Top 4% higher than 96% 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
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18'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. Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 lands in the large band (1,894 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 396135887 · Board of Trustees of the Retirement Plan PY 2024 · Profit Sharing
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 · $374M · 1,894 · 96th
- RANK $374M
- RANK 1,894
- RANK 96th
- RANK Profit Sharing
- RANK near Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions
- RANK ind #8670
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 →
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of the Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $374M 34.13538909712271% vs 2022
- 2024 filing year
| 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.
- 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
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions in NY ($373M); by covered participants it is Coopervision Manufacturing Puerto Rico, LLC Savings Plan in PR (1,901 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374M here).
- Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions (NY) $373M · 1,837
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,894 participants); asset peers above are excluded.
- Coopervision Manufacturing Puerto Rico, LLC Savings Plan (PR) 1,901 · 7 off
- Indiana State Council of Plasterers & Cement Mason Pension Fund (IN) 1,910 · 16 off
- Ohio State University Physicians, Inc. Interim Retirement Plan (OH) 1,916 · 22 off
- Metropolitan Jewish Pension Plan (NY) 1,920 · 26 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.