401(k) · DOL Form 5500 · 2024
The Trustees of Sheet Metal Workers' Local Union No 80 Annuity 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 1,656
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $78,205
- Avg per participant Below avg balance/head
Official DOL plan name: Sheet Metal Workers Local Union No. 80 Annuity Fund · Sponsored by The Trustees of Sheet Metal Workers' Local Union No 80 Annuity · Michigan · Construction
$130M in assets, 1,656 participants
The Trustees of Sheet Metal Workers' Local Union No 80 Annuity's Sheet Metal Workers Local Union No. 80 Annuity Fund reported $130M in total assets and 1,656 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,200 in Construction (9,039 peers)
Coverage in Michigan
Sheet Metal Workers Local Union No. 80 Annuity Fund covers 1,656 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $130M.
- #8,200
- in Construction (9,039 peers)
- +6.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Sheet Metal Workers Local Union No. 80 Annuity Fund's outsized position by total assets
Sheet Metal Workers Local Union No. 80 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,507,566 Top 8% higher than 92% 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 Union No. 80 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local Union No. 80 Annuity Fund lands in the large band (1,656 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local Union No. 80 Annuity Fund reported net income fell from $16M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 80 Annuity Fund end-of-year assets rose from $121M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Sheet Metal Workers Local Union No. 80 Annuity Fund reported participants fell from 1,712 in the plan year 2023 filing to 1,656 in the plan year 2024 filing.
DOL schedule card
Filing strip 382941426 · The Trustees of Sheet Metal Workers' Local Union No 80 Annuity PY 2024 · 401(k)
Sheet Metal Workers Local Union No. 80 Annuity Fund · $130M · 1,656 · 92nd
- 5500 $130M
- 5500 1,656
- 5500 92nd
- 5500 401(k)
- 5500 near Spok Holdings, Inc. Savings and Retirement Plan
- 5500 ind #8200
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 →
Sheet Metal Workers Local Union No. 80 Annuity Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $8M |
| Employer EIN | 382941426 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Trustees of Sheet Metal Workers' Local Union No 80 Annuity)
Sponsor-wide plan assets over time
All The Trustees of Sheet Metal Workers' Local Union No 80 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 23.252853446167347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,515 | $105M |
| 2023 | 1 | 1,712 | $121M |
| 2024 | 1 | 1,656 | $130M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Sheet Metal Workers Local Union No. 80 Annuity Fund's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Spok Holdings, Inc. Savings and Retirement Plan in VA ($130M); by covered participants it is Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust in OR (1,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Spok Holdings, Inc. Savings and Retirement Plan (VA) $130M · 386
- Chief Industries, Inc. Thrift Plan (NE) $130M · 1,290
- Bhi Energy 401(k) and Profit Sharing Plan (MA) $129M · 4,114
- Austal USA. LLC 401(k) Plan (AL) $130M · 2,636
Similar participant headcount
Nearest other-state filings by covered participants (1,656 participants); asset peers above are excluded.
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust (OR) 1,657 · 1 off
- Barrett Distribution Centers, Inc. 401(k) Retirement Plan (MA) 1,657 · 1 off
- Kaman Corporation 401(k) Plan (CT) 1,657 · 1 off
- American Campus Communities Services, Inc. 401(k) Plan (TX) 1,657 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.