Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Sheet Metal Workers' Local No. 9 Pension Plan Pension Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 845
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $228,683
- Avg per participant Above avg balance/head
Official DOL plan name: Sheet Metal Workers' Local Union No. 9 Pension Pla · Sponsored by Trustees of Sheet Metal Workers' Local No. 9 Pension Plan · Colorado · Construction
$193M in assets, 845 participants
Trustees of Sheet Metal Workers' Local No. 9 Pension Plan's Sheet Metal Workers' Local Union No. 9 Pension Pla reported $193M in total assets and 845 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #8,407 in Construction (9,039 peers)
Coverage in Colorado
Sheet Metal Workers' Local Union No. 9 Pension Pla covers 845 participants in Colorado, 2.2x the typical Colorado plan (state average ~376 per filing). Assets: $193M.
- #8,407
- in Construction (9,039 peers)
- +6.8%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Sheet Metal Workers' Local Union No. 9 Pension Pla's outsized position by total assets
Sheet Metal Workers' Local Union No. 9 Pension Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,237,537 Top 6% higher than 94% 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. 9 Pension Pla 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. 9 Pension Pla sits mid-pack in the medium band (845 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers' Local Union No. 9 Pension Pla reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Sheet Metal Workers' Local Union No. 9 Pension Pla end-of-year assets rose from $181M in the plan year 2023 filing to $193M in the plan year 2024 filing.
- Sheet Metal Workers' Local Union No. 9 Pension Pla reported participants rose from 800 in the plan year 2023 filing to 845 in the plan year 2024 filing.
DOL schedule card
Filing strip 840783596 · Trustees of Sheet Metal Workers' Local No. 9 Pension Plan PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers' Local Union No. 9 Pension Pla · $193M · 845 · 94th
- RANK $193M
- RANK 845
- RANK 94th
- RANK Defined Benefit (Pension)
- RANK near Mymichigan Health Pension Plan for Armc Employees
- RANK ind #8407
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 Colorado →
Sheet Metal Workers' Local Union No. 9 Pension Pla in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $12M |
| Employer EIN | 840783596 |
| Plan Effective Date | 1967-07-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers' Local No. 9 Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers' Local No. 9 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 16.384151639665447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 787 | $166M |
| 2023 | 1 | 800 | $181M |
| 2024 | 1 | 845 | $193M |
Nearby Defined Benefit (Pension) Plans in Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 38,340
- Ball Pension Plan $901M · 1,243
- Pcs U.S. Employees' Pension Plan $810M · 1,243
- Medianews Group Pension Plan $444M · 217
- National Laboratory of the Rockies Shared Security Pension Plan $436M · 3,154
Sheet Metal Workers' Local Union No. 9 Pension Pla's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Colorado, the nearest Defined Benefit (Pension) by assets is Mymichigan Health Pension Plan for Armc Employees in MI ($193M); by covered participants it is Tucson Electric Power Company Salaried Employees Retirement Plan in AZ (846 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- Mymichigan Health Pension Plan for Armc Employees (MI) $193M · 62
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United (NY) $193M · 2,130
- Oregon & Southwest Washington Painters Pension Plan (OR) $193M · 1,067
- Retirement Plan for Employees of Woods Hole Oceanographic Institution (MA) $193M · 286
Similar participant headcount
Nearest other-state filings by covered participants (845 participants); asset peers above are excluded.
- Tucson Electric Power Company Salaried Employees Retirement Plan (AZ) 846 · 1 off
- Honeywell Retirement Earnings Plan for Aerospace Employees of Honeywell Federal Manufacturing & Technologies, LLC (NC) 846 · 1 off
- Local 522 Pension Fund (NY) 844 · 1 off
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) 843 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.