Defined Benefit (Pension) · DOL Form 5500 · 2024
Sheet Metal Workers Local #44 Retirement Income Plan Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $222,895
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local #44 Retirement Income Plan · Sponsored by Sheet Metal Workers Local #44 Retirement Income Plan · Pennsylvania · Manufacturing
$35M in assets, 158 participants
Sheet Metal Workers Local #44 Retirement Income Plan's Sheet Metal Workers Local #44 Retirement Income Plan reported $35M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,752 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
Sheet Metal Workers Local #44 Retirement Income Plan covers 158 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.
- #12,752
- in Manufacturing (17,777 peers)
- +9.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sheet Metal Workers Local #44 Retirement Income Plan's outsized position by total assets
Sheet Metal Workers Local #44 Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,217,405 Top 20% higher than 80% 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 #44 Retirement Income 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 #44 Retirement Income Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local #44 Retirement Income Plan reported participants fell from 195 in the plan year 2023 filing to 158 in the plan year 2024 filing.
- Sheet Metal Workers Local #44 Retirement Income Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sheet Metal Workers Local #44 Retirement Income Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 236537135 · Sheet Metal Workers Local #44 Retirement Income Plan PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers Local #44 Retirement Income Plan · $35M · 158 · 80th
- PHOTO $35M
- PHOTO 158
- PHOTO 80th
- PHOTO Defined Benefit (Pension)
- PHOTO near Retirement Plan of Fulton Savings Bank
- PHOTO ind #12752
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Sheet Metal Workers Local #44 Retirement Income Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 236537135 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Local #44 Retirement Income Plan)
Sponsor-wide plan assets over time
All Sheet Metal Workers Local #44 Retirement Income Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 22.04455495107514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $29M |
| 2023 | 1 | 195 | $32M |
| 2024 | 1 | 158 | $35M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Sheet Metal Workers Local #44 Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Fulton Savings Bank in NY ($35M); by covered participants it is Gallo Pension Plan for Non-Union Employees in CA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Retirement Plan of Fulton Savings Bank (NY) $35M · 55
- Dallas Theological Seminary Pension Plan (TX) $35M · 82
- Minnesota Twins Pension Plan (MN) $35M · 132
- Bank Independent Pension Plan (AL) $35M · 553
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Gallo Pension Plan for Non-Union Employees (CA) 158 · 0 off
- Chiesa Shahinian & Giantomasi PC Cash Balance Plan (NJ) 158 · 0 off
- Milk Drivers and Dairy Employees Local 246 Pension Fund (MD) 158 · 0 off
- Advanced Ent Cash Balance Plan (NJ) 158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.