Defined Benefit (Pension) · DOL Form 5500 · 2024
Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund Pension Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 1,671
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $98,945
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · Sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund · Massachusetts · Construction
$165M in assets, 1,671 participants
Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund's Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported $165M in total assets and 1,671 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,333 in Construction (9,039 peers)
Coverage in Massachusetts
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan covers 1,671 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $165M.
- #8,333
- in Construction (9,039 peers)
- +15.1%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan's outsized position by total assets
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,336,337 Top 7% higher than 93% 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. 17 Supplemental Pension Plan'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. Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan lands in the large band (1,671 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan end-of-year assets rose from $144M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan reported participants rose from 1,635 in the plan year 2023 filing to 1,671 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 200845880 · Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan · $165M · 1,671 · 93rd
- PART $165M
- PART 1,671
- PART 93rd
- PART Defined Benefit (Pension)
- PART near Tile Layers Union Local No. 52 Ny Pension Fund
- PART ind #8333
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 Massachusetts →
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $22M |
| Employer EIN | 200845880 |
| Plan Effective Date | 2004-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund)
Sponsor-wide plan assets over time
All Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 36.8848247970789% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,505 | $121M |
| 2023 | 1 | 1,635 | $144M |
| 2024 | 1 | 1,671 | $165M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Tile Layers Union Local No. 52 Ny Pension Fund in NY ($165M); by covered participants it is Community Hospital of the Monterey Peninsula Cash Balance Plan in CA (1,670 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Tile Layers Union Local No. 52 Ny Pension Fund (NY) $165M · 955
- Yuma Regional Medical Center Pension Plan (AZ) $165M · 359
- Aedc Contractors Employee Pension Plan (TN) $165M · 393
- Blue Cross and Blue Shield of Kansas City Pension Plan (MO) $166M · 329
Similar participant headcount
Nearest other-state filings by covered participants (1,671 participants); asset peers above are excluded.
- Community Hospital of the Monterey Peninsula Cash Balance Plan (CA) 1,670 · 1 off
- National Grid USA Companies Final Average Pay Pension Plan (NY) 1,668 · 3 off
- Care New England Pension Plan (RI) 1,668 · 3 off
- Northern Mn-Wi Area Retail Clerks Pension Fund (MN) 1,668 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.