Money Purchase · DOL Form 5500 · 2024
Sheet Metal Workers Unions Local 24 Money Purchase Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 423
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $143,502
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust · Sponsored by Sheet Metal Workers Unions Local 24 · Ohio · Construction
$61M in assets, 423 participants
Sheet Metal Workers Unions Local 24's Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust reported $61M in total assets and 423 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,621 in Construction (9,039 peers)
Where Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust sits by assets
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $61M for 423 participants (~$143,502/participant), up 14.4% in 2024.
- #7,621
- in Construction (9,039 peers)
- +14.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust's outsized position by total assets
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,701,520 Top 14% higher than 86% 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 24 Cincinnati Area Retirement 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. Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust sits mid-pack in the medium band (423 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust end-of-year assets rose from $53M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust reported participants rose from 416 in the plan year 2023 filing to 423 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311484966 · Sheet Metal Workers Unions Local 24 PY 2024 · Money Purchase
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust · $61M · 423 · 86th
- NET $61M
- BOOK 423
- VS-ST 86th
- BOY Money Purchase
- SCH near Indiana Members Credit Union Pension Plan
- EBSA ind #7621
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 24 Cincinnati Area Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $8M |
| Employer EIN | 311484966 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheet Metal Workers Unions Local 24)
Sponsor-wide plan assets over time
All Sheet Metal Workers Unions Local 24 plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 35.12767408911592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 386 | $45M |
| 2023 | 1 | 416 | $53M |
| 2024 | 1 | 423 | $61M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Indiana Members Credit Union Pension Plan in IN ($61M); by covered participants it is University of Louisville Physicians, Inc. Money Purchase Pension Plan in KY (424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Indiana Members Credit Union Pension Plan (IN) $61M · 410
- Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) $61M · 292
- Local 338 Annuity Fund (NY) $61M · 6,724
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) $60M · 2,237
Similar participant headcount
Nearest other-state filings by covered participants (423 participants); asset peers above are excluded.
- University of Louisville Physicians, Inc. Money Purchase Pension Plan (KY) 424 · 1 off
- Baker College Employees' Pension Trust (MI) 424 · 1 off
- Wisconsin Glaziers & Glassworkers Money Purchase Fund (WI) 420 · 3 off
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) 431 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.