Profit Sharing · DOL Form 5500 · 2024
Trustees of the Sheet Metal Workers Local 44 Profit Sharing Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 322
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $159,031
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers Local 44 Annuity Fund · Sponsored by Trustees of the Sheet Metal Workers Local 44 · Pennsylvania · Manufacturing
$51M in assets, 322 participants
Trustees of the Sheet Metal Workers Local 44's Sheet Metal Workers Local 44 Annuity Fund reported $51M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #13,833 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
Sheet Metal Workers Local 44 Annuity Fund covers 322 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $51M.
- #13,833
- in Manufacturing (17,777 peers)
- +8.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 44 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local 44 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,207,832 Top 16% higher than 84% 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 Annuity Fund 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 Annuity Fund sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local 44 Annuity Fund reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sheet Metal Workers Local 44 Annuity Fund end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Sheet Metal Workers Local 44 Annuity Fund reported participants fell from 333 in the plan year 2023 filing to 322 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 236751172 · Trustees of the Sheet Metal Workers Local 44 PY 2024 · Profit Sharing
Sheet Metal Workers Local 44 Annuity Fund · $51M · 322 · 84th
- VS-ST $51M
- BOY 322
- SCH 84th
- EBSA Profit Sharing
- PART near Richmond University Medical Center Retirement Plan for Non-Union Employees
- TYPE ind #13833
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 Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $4M |
| Employer EIN | 236751172 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Sheet Metal Workers Local 44)
Sponsor-wide plan assets over time
All Trustees of the Sheet Metal Workers Local 44 plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 20.415865957005224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $43M |
| 2023 | 1 | 333 | $47M |
| 2024 | 1 | 322 | $51M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Sheet Metal Workers Local 44 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Richmond University Medical Center Retirement Plan for Non-Union Employees in NY ($51M); by covered participants it is Dordt University Defined Contribution Retirement Plan in IA (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Richmond University Medical Center Retirement Plan for Non-Union Employees (NY) $51M · 745
- Group Health Cooperative of South Central Wisconsin Employer Funded Retirement Plan (WI) $51M · 689
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust (MD) $51M · 139
- Child Trends 403(b) Plan (MD) $51M · 262
Similar participant headcount
Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.