Profit Sharing · DOL Form 5500 · 2024
Trustees of the Smw Local 218(d) Defined Contribution Plan Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $131,997
- Avg per participant Near avg balance/head
Official DOL plan name: Sheet Metal Workers Local 218(d) Defined Contribution Plan · Sponsored by Trustees of the Smw Local 218(d) Defined Contribution Plan · Indiana · Construction
$15M in assets, 116 participants
Trustees of the Smw Local 218(d) Defined Contribution Plan's Sheet Metal Workers Local 218(d) Defined Contribution Plan reported $15M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #5,729 in Construction (9,039 peers)
Coverage in Indiana
Sheet Metal Workers Local 218(d) Defined Contribution Plan covers 116 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #5,729
- in Construction (9,039 peers)
- +1.9%
- assets growth YoY
Sheet Metal Workers Local 218(d) Defined Contribution Plan's mid-pack asset rank among Construction and all filers
Sheet Metal Workers Local 218(d) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,311,689 Top 35% higher than 65% 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 218(d) Defined Contribution 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 218(d) Defined Contribution Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local 218(d) Defined Contribution Plan reported net income rose from -$987K in the plan year 2023 filing to $285K in the plan year 2024 filing.
- Sheet Metal Workers Local 218(d) Defined Contribution Plan reported participants fell from 125 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Sheet Metal Workers Local 218(d) Defined Contribution Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364048417 · Trustees of the Smw Local 218(d) Defined Contribution Plan PY 2024 · Profit Sharing
Sheet Metal Workers Local 218(d) Defined Contribution Plan · $15M · 116 · 65th
- BOY $15M
- BOY 116
- BOY 65th
- BOY Profit Sharing
- BOY near Children International Retirement Plan
- BOY ind #5729
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 Indiana →
Sheet Metal Workers Local 218(d) Defined Contribution Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $285K |
| Employer EIN | 364048417 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Smw Local 218(d) Defined Contribution Plan)
Sponsor-wide plan assets over time
All Trustees of the Smw Local 218(d) Defined Contribution Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 4.374415989481972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $16M |
| 2023 | 1 | 125 | $15M |
| 2024 | 1 | 116 | $15M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
Sheet Metal Workers Local 218(d) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Children International Retirement Plan in MO ($15M); by covered participants it is H & T Medicals, Incorporated Retirement Plan in RI (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Children International Retirement Plan (MO) $15M · 137
- United Finance Co. Profit Sharing and Retirement Plan (OR) $15M · 78
- The Contractors Retirement Plan (TX) $15M · 1,668
- The Corporate Source, Inc. 401(a) Plan (NY) $15M · 429
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- H & T Medicals, Incorporated Retirement Plan (RI) 116 · 0 off
- Social Finance, Inc. 403(b) Plan (MA) 116 · 0 off
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP (NY) 116 · 0 off
- Silvercar, Inc. 401(k) Plan (TX) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.