Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Sheet Metal Workers Local 33 Pension Plan Pension Plan

Data updated 2026-08-11

$200M
Total assets
472
Participants
94th
Percentile by assets
$424,413
Avg per participant
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Official DOL plan name: Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan · Sponsored by Trustees of Sheet Metal Workers Local 33 Pension Plan · Ohio · Construction

$200M in assets, 472 participants

Trustees of Sheet Metal Workers Local 33 Pension Plan's Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported $200M in total assets and 472 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.

  • 94th percentile by assets (of 123,622 plans)
  • #8,424 in Construction (9,039 peers)

Where Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits by assets

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits in the top 10% of all filed plans by assets, $200M for 472 participants (~$424,413/participant), up 7.0% in 2024.

$200M
total plan assets (2024 EOY)
472
covered participants
94th
percentile by assets (of 123,622 plans)
$424,413
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan end-of-year assets rose from $187M in the plan year 2023 filing to $200M in the plan year 2024 filing.
  • Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan reported participants rose from 456 in the plan year 2023 filing to 472 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs the 2024 asset distribution

By assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$191M
Net Income$11M
Employer EIN346514741
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Sheet Metal Workers Local 33 Pension Plan)

$170M$180M$190M$200M$210M 202220232024 $176M $200M ▲ +13.9%
Total plan assets by year, all Trustees of Sheet Metal Workers Local 33 Pension Plan plans on file
Year Plans Participants Total Assets
2022 1 433 $176M
2023 1 456 $187M
2024 1 472 $200M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Sheet Metal Workers'…GE Aerospace Pension…Firstenergy Corp. Ma…American Electric Po…Ohio Operating Engin…Parker Defined Benef…
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan assets move in 2024?
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan grew at a solid clip - up 7.0% during 2024, from $187M to $200M. Reported net income was $11M.
How have Trustees of Sheet Metal Workers Local 33 Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets grew 13.9%, from $176M to $200M.
Where does Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan rank by assets among Form 5500 filers?
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the 94th 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 Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Metal Companies Multi-Employer Pension Plan in IL ($200M, 394 participants).

Next read for Sheet Metal Workers' Local No. 33 Clevel…

Scale reading

Ways to act on Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's numbers.

  • By total assets, Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Trustees of Sheet Metal Workers Local 33 Pension Plan's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Construction plans