Profit Sharing · DOL Form 5500 · 2024

Bd of Trustees of the Smw Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$474M
Total assets: 2,850
Participants: 97th
Percentile by assets: $166,335
Avg per participant

Official DOL plan name: Sheet Metal Workers Annuity Fund Local Union No. 19 · Sponsored by Bd of Trustees of the Smw Annuity Fund · Pennsylvania · Administrative & Support Services

$474M in assets, 2,850 participants

Bd of Trustees of the Smw Annuity Fund's Sheet Metal Workers Annuity Fund Local Union No. 19 reported $474M in total assets and 2,850 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Sheet Metal Workers Annuity Fund Local Union No. 19 covers 2,850 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~824 per filing). Assets: $474M.

$474M
total plan assets (2024 EOY): 2,850
covered participants: 97th
percentile by assets (of 116,472 plans): $166,335
avg assets per participant

Sheet Metal Workers Annuity Fund Local Union No. 19 reported net income fell from $48M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Sheet Metal Workers Annuity Fund Local Union No. 19 end-of-year assets rose from $456M in the plan year 2023 filing to $474M in the plan year 2024 filing.
Sheet Metal Workers Annuity Fund Local Union No. 19 reported participants rose from 2,783 in the plan year 2023 filing to 2,850 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Administrative & Support Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Sheet Metal Workers Annuity Fund Local Union No. 19 reports 2,850 participants - 3.5x that state average ($474M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$456M
Net Assets (End of Year)	$474M
Net Income	$19M
Employer EIN	232245696
Plan Effective Date	1983-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees of the Smw Annuity Fund)

Total plan assets by year, all Bd of Trustees of the Smw Annuity Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	2,794	$408M
2023	1	2,783	$456M
2024	1	2,850	$474M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Annuity Fund Local Union No. 19 vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

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
Steamfitters Local Union No. 420 Srp $728M · 6,716

Compare Sheet Metal Workers Annuity Fund Local U… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sheet Metal Workers Annuity Fund Local Union No. 19 by total assets, not by location.

Shands Health Care Matched Savings Account 401(a) (FL) $487M · 10,470
Orlando Health, Inc. Retirement Savings Plan 401a (FL) $458M · 27,976
The Arc New York Affiliated Employers 401(k) Plan (NY) $452M · 13,141
I. B. E. W. Local Union No. 124 Annuity Plan (MO) $447M · 3,456

Frequently Asked Questions

How did Sheet Metal Workers Annuity Fund Local Union No. 19 assets move in 2024? ▼

Sheet Metal Workers Annuity Fund Local Union No. 19 edged up modestly - up 4.1% during 2024, from $456M to $474M. Reported net income was $19M.

How have Bd of Trustees of the Smw Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees of the Smw Annuity Fund's sponsor-wide assets grew 16.2%, from $408M to $474M.

Where does Sheet Metal Workers Annuity Fund Local Union No. 19 rank by assets among Form 5500 filers? ▼

Sheet Metal Workers Annuity Fund Local Union No. 19 ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Sheet Metal Workers Annuity Fund Local Union No. 19? ▼

Among Profit Sharing plans in other states, the closest by assets is Shands Health Care Matched Savings Account 401(a) in FL ($487M, 10,470 participants).

Next read for Sheet Metal Workers Annuity Fund Local U…

Filing takeaways

Ways to act on Sheet Metal Workers Annuity Fund Local Union No. 19's numbers.

By total assets, Sheet Metal Workers Annuity Fund Local Union No. 19 ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
Bd of Trustees of the Smw Annuity Fund's sponsor-wide assets have grown 16.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 232245696.

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.