Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Employer-Industrial Sheet Metal Pension Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
268
Participants Below avg headcount
90th
Percentile by assets National rank
$337,939
Avg per participant High balance/head
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Official DOL plan name: Employer-Industrial Sheet Metal Workers Local 16 Pension Trust · Sponsored by Board of Trustees, Employer-Industrial Sheet Metal · Oregon · Manufacturing

$91M in assets, 268 participants

Board of Trustees, Employer-Industrial Sheet Metal's Employer-Industrial Sheet Metal Workers Local 16 Pension Trust reported $91M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,096 in Manufacturing (17,777 peers)

Where Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits by assets

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits in the top 10% of all filed plans by assets, $91M for 268 participants (~$337,939/participant), up 2.3% in 2024.

#15,096
in Manufacturing (17,777 peers)
+2.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust's outsized position by total assets

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$90,567,581 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust 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. Employer-Industrial Sheet Metal Workers Local 16 Pension Trust sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employer-Industrial Sheet Metal Workers Local 16 Pension Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Employer-Industrial Sheet Metal Workers Local 16 Pension Trust reported participants rose from 255 in the plan year 2023 filing to 268 in the plan year 2024 filing.
  • Employer-Industrial Sheet Metal Workers Local 16 Pension Trust end-of-year assets rose from $89M in the plan year 2023 filing to $91M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510171397 · Board of Trustees, Employer-Industrial Sheet Metal PY 2024 · Defined Benefit (Pension)

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust · $91M · 268 · 90th

  • EIN $91M
  • RANK 268
  • PHOTO 90th
  • IND Defined Benefit (Pension)
  • EOY near Secura Employees' Pension Plan
  • 5500 ind #15096

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 Oregon →

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust in the asset neighbourhood

Cincinnati Bell Management Pension PlanCincinnati Bell Management P…$91MEmployer-Industrial Sheet Metal Workers Local 16 Pension TrustEmployer-Industrial Sheet Me…$91MSecura Employees' Pension PlanSecura Employees' Pension Pl…$91MGraphic Communications Int'l Union Local 119b Ny Printers League Pension FundGraphic Communications Int'l…$91MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$91M
End-of-year total assets ($M) among Employer-Industrial Sheet Metal Workers Local 16 Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$90M
Net Income$2M
Employer EIN510171397
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Employer-Industrial Sheet Metal)

Sponsor-wide plan assets over time

All Board of Trustees, Employer-Industrial Sheet Metal plans reported in each filing year

Latest sponsor-wide plan assets
$91M 8.454604075396272% vs 2022
2024 filing year
$80M$85M$90M$95M 202220232024 $83.5M $90.6M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 247 $84M
2023 1 255 $89M
2024 1 268 $91M

Nearby Defined Benefit (Pension) Plans in Oregon

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Employer-Industrial Sheet Metal Workers Local 16 Pension Trust, Total assets ($B): 0.090567581 · Participants: 268Employer-Industrial Sheet Metal Workers Local 16 Pension TrustNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Employer-Industrial Sheet Metal Workers Local 16 Pension Trust side-by-side with 3 peers →

Employer-Industrial Sheet Metal Workers Local 16 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Secura Employees' Pension Plan in WI ($91M); by covered participants it is The Scripps Research Institute Cash Balance Retirement Plan in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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.

Frequently Asked Questions

How did Employer-Industrial Sheet Metal Workers Local 16 Pension Trust assets move in 2024? ▼
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust edged up modestly - up 2.3% during 2024, from $89M to $91M. Reported net income was $2M.
How have Board of Trustees, Employer-Industrial Sheet Metal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Employer-Industrial Sheet Metal's sponsor-wide assets grew 8.5%, from $84M to $91M.
Where does Employer-Industrial Sheet Metal Workers Local 16 Pension Trust rank by assets among Form 5500 filers? ▼
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employer-Industrial Sheet Metal Workers Local 16 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Secura Employees' Pension Plan in WI ($91M, 149 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employer-Industrial Sheet Metal Workers Local 16 Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scripps Research Institute Cash Balance Retirement Plan in CA (268 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510171397.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.