Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Sheet Metal Workers Local 33 Pension Plan Pension Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 472
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $424,413
- Avg per participant High balance/head
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.
- #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.
- #8,424
- in Construction (9,039 peers)
- +7.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's outsized position by total assets
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,322,793 Top 6% higher than 94% 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
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan 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. Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan sits mid-pack in the medium band (472 participants).
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.
Form 5500 schedule snapshot
Filing strip 346514741 · Trustees of Sheet Metal Workers Local 33 Pension Plan PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan · $200M · 472 · 94th
- PART $200M
- TYPE 472
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Metal Companies Multi-Employer Pension Plan
- BOY ind #8424
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 Ohio →
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $11M |
| Employer EIN | 346514741 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Local 33 Pension Plan)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Local 33 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 13.856281036124773% vs 2022
- 2024 filing year
| 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.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Metal Companies Multi-Employer Pension Plan in IL ($200M); by covered participants it is Troutman Pepper Cash Balance Plan in GA (472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- Metal Companies Multi-Employer Pension Plan (IL) $200M · 394
- Ryerson Pension Plan (IL) $200M · 422
- Zurn Pension Plan (WI) $200M · 109
- Kern County Electrical Workers Pension Fund (CA) $201M · 689
Similar participant headcount
Nearest other-state filings by covered participants (472 participants); asset peers above are excluded.
- Troutman Pepper Cash Balance Plan (GA) 472 · 0 off
- A&e Television Networks, LLC. Retirement Plan (NY) 473 · 1 off
- Hussmann Pension Plan for Certain Active and Inactive Employees (MO) 473 · 1 off
- Driv Employees Retirement Plan (MI) 473 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.