401(k) · DOL Form 5500 · 2024
Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 545
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $77,731
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 263 Retirement Savings Plan · Sponsored by Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen · Iowa · Construction
$42M in assets, 545 participants
Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen's Sheet Metal Workers Local Union No. 263 Retirement Savings Plan reported $42M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,284 in Construction (9,039 peers)
Where Sheet Metal Workers Local Union No. 263 Retirement Savings Plan sits by assets
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 545 participants (~$77,731/participant), up 13.9% in 2024.
- #7,284
- in Construction (9,039 peers)
- +13.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan's outsized position by total assets
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,363,295 Top 18% higher than 82% 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. 263 Retirement Savings 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. Sheet Metal Workers Local Union No. 263 Retirement Savings Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No. 263 Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 263 Retirement Savings Plan reported participants rose from 520 in the plan year 2023 filing to 545 in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 263 Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 426498549 · Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen PY 2024 · 401(k)
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan · $42M · 545 · 82nd
- VS-ST $42M
- VS-ST 545
- VS-ST 82nd
- VS-ST 401(k)
- VS-ST near Lcor Incorporated Savings Plan
- VS-ST ind #7284
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 Iowa →
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $5M |
| Employer EIN | 426498549 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen)
Sponsor-wide plan assets over time
All Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 33.04575262173336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 503 | $32M |
| 2023 | 1 | 520 | $37M |
| 2024 | 1 | 545 | $42M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Sheet Metal Workers Local Union No. 263 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Lcor Incorporated Savings Plan in PA ($42M); by covered participants it is Coalition 401(k) Plan in CA (545 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Lcor Incorporated Savings Plan (PA) $42M · 217
- Pike Fuels 401(k) Plan (PA) $42M · 172
- Carbon Health 401(k) Plan (CA) $42M · 1,809
- Accurate Background 401(k) Plan (CA) $42M · 593
Similar participant headcount
Nearest other-state filings by covered participants (545 participants); asset peers above are excluded.
- Coalition 401(k) Plan (CA) 545 · 0 off
- Midwest Atc Service 401(k) & Pension Plan (KS) 545 · 0 off
- Trimas Corporation Salaried Retirement Program (MI) 545 · 0 off
- Yellow Corporation 401(k) Plan (KS) 545 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.