Defined Benefit (Pension) · DOL Form 5500 · 2024
B of T, Northwest Sheet Metal Workers Pension Plan Pension Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 4,783
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $353,851
- Avg per participant High balance/head
Official DOL plan name: Northwest Sheet Metal Workers Pension Plan · Sponsored by B of T, Northwest Sheet Metal Workers Pension Plan · Oregon · Construction
$1.7B in assets, 4,783 participants
B of T, Northwest Sheet Metal Workers Pension Plan's Northwest Sheet Metal Workers Pension Plan reported $1.7B in total assets and 4,783 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,967 in Construction (9,039 peers)
Coverage in Oregon
Northwest Sheet Metal Workers Pension Plan covers 4,783 participants in Oregon, 11x the typical Oregon plan (state average ~443 per filing). Assets: $1.7B.
- #8,967
- in Construction (9,039 peers)
- +9.4%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
Northwest Sheet Metal Workers Pension Plan's outsized position by total assets
Northwest Sheet Metal Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,692,468,875 Top 1% higher than 99% 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
Northwest Sheet Metal Workers 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. Northwest Sheet Metal Workers Pension Plan lands in the large band (4,783 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwest Sheet Metal Workers Pension Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
- Northwest Sheet Metal Workers Pension Plan reported participants rose from 4,660 in the plan year 2023 filing to 4,783 in the plan year 2024 filing.
- Northwest Sheet Metal Workers Pension Plan reported net income fell from $168M in the plan year 2023 filing to $167M in the plan year 2024 filing.
DOL schedule card
Filing strip 916061344 · B of T, Northwest Sheet Metal Workers Pension Plan PY 2024 · Defined Benefit (Pension)
Northwest Sheet Metal Workers Pension Plan · $1.7B · 4,783 · 99th
- 5500 $1.7B
- ASSETS 4,783
- PCT 99th
- EIN Defined Benefit (Pension)
- RANK near Plumbers' Pension Fund, Local 130, U.a.
- PHOTO ind #8967
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 Oregon →
Northwest Sheet Metal Workers Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $167M |
| Employer EIN | 916061344 |
| Plan Effective Date | 1965-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B of T, Northwest Sheet Metal Workers Pension Plan)
Sponsor-wide plan assets over time
All B of T, Northwest Sheet Metal Workers Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 24.16254518727672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,602 | $1.4B |
| 2023 | 1 | 4,660 | $1.5B |
| 2024 | 1 | 4,783 | $1.7B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
- Oregon Retail Employees Pension Plan $1.1B · 19,775
Northwest Sheet Metal Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Plumbers' Pension Fund, Local 130, U.a. in IL ($1.7B); by covered participants it is The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers in TX (4,783 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Plumbers' Pension Fund, Local 130, U.a. (IL) $1.7B · 2,976
- Pipeline Industry Pension Fund (OK) $1.7B · 2,308
- Brightspeed Pension Plan (NC) $1.7B · 1,928
- Northside Hospital, Inc. Pension Plan (GA) $1.7B · 20,425
Similar participant headcount
Nearest other-state filings by covered participants (4,783 participants); asset peers above are excluded.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) 4,783 · 0 off
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (GA) 4,790 · 7 off
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust (MA) 4,762 · 21 off
- Burlington Northern Santa Fe Retirement Plan (TX) 4,759 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.