Defined Benefit (Pension) · DOL Form 5500 · 2024
Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee Pension Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 337
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $146,502
- Avg per participant Above avg balance/head
Official DOL plan name: Toledo Area Sheet Metal Workers Pension Plan and Trust · Sponsored by Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee · Michigan · Construction
$49M in assets, 337 participants
Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee's Toledo Area Sheet Metal Workers Pension Plan and Trust reported $49M in total assets and 337 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,431 in Construction (9,039 peers)
Where Toledo Area Sheet Metal Workers Pension Plan and Trust sits by assets
Toledo Area Sheet Metal Workers Pension Plan and Trust sits in the top quartile of all filed plans by assets, $49M for 337 participants (~$146,502/participant), up 6.1% in 2024.
- #7,431
- in Construction (9,039 peers)
- +6.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Toledo Area Sheet Metal Workers Pension Plan and Trust's outsized position by total assets
Toledo Area Sheet Metal Workers Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,371,293 Top 16% higher than 84% 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
Toledo Area Sheet Metal Workers Pension Plan and 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. Toledo Area Sheet Metal Workers Pension Plan and Trust sits mid-pack in the medium band (337 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Toledo Area Sheet Metal Workers Pension Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Toledo Area Sheet Metal Workers Pension Plan and Trust end-of-year assets rose from $47M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Toledo Area Sheet Metal Workers Pension Plan and Trust reported participants rose from 325 in the plan year 2023 filing to 337 in the plan year 2024 filing.
DOL schedule card
Filing strip 346682530 · Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee PY 2024 · Defined Benefit (Pension)
Toledo Area Sheet Metal Workers Pension Plan and Trust · $49M · 337 · 84th
- EBSA $49M
- EBSA 337
- EBSA 84th
- EBSA Defined Benefit (Pension)
- EBSA near Iroquois Pipeline Operating Company Cash Balance Retirement Plan
- EBSA ind #7431
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 Michigan →
Toledo Area Sheet Metal Workers Pension Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $3M |
| Employer EIN | 346682530 |
| Plan Effective Date | 1963-05-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee)
Sponsor-wide plan assets over time
All Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 12.159502765441957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $44M |
| 2023 | 1 | 325 | $47M |
| 2024 | 1 | 337 | $49M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
Toledo Area Sheet Metal Workers Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Iroquois Pipeline Operating Company Cash Balance Retirement Plan in CT ($49M); by covered participants it is Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan in PR (337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.
- Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan (PR) 337 · 0 off
- Hodgson Russ Retirement Plan (NY) 337 · 0 off
- Treasurers and Ticket Sellers Local 751 Pension Fund (NY) 337 · 0 off
- The Scott Fetzer Pension Plan (OH) 338 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.