Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Sheet Metal Workers 73 Pension Fund Pension Plan
Data updated 2026-08-25
- $786M
- Total assets Above avg plan size
- 1,914
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $410,498
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers' Local 73 Pension Fund · Sponsored by Board of Trustees of the Sheet Metal Workers 73 Pension Fund · Illinois · Construction
$786M in assets, 1,914 participants
Board of Trustees of the Sheet Metal Workers 73 Pension Fund's Sheet Metal Workers' Local 73 Pension Fund reported $786M in total assets and 1,914 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,871 in Construction (9,039 peers)
Coverage in Illinois
Sheet Metal Workers' Local 73 Pension Fund covers 1,914 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $786M.
- #8,871
- in Construction (9,039 peers)
- +9.5%
- assets growth YoY
- 7.9×
- vs typical plan assets (national mean)
Sheet Metal Workers' Local 73 Pension Fund's outsized position by total assets
Sheet Metal Workers' Local 73 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$785,692,343 Top 2% higher than 98% 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 73 Pension 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 73 Pension Fund lands in the large band (1,914 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers' Local 73 Pension Fund end-of-year assets rose from $718M in the plan year 2023 filing to $786M in the plan year 2024 filing.
- Sheet Metal Workers' Local 73 Pension Fund reported net income rose from $64M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Sheet Metal Workers' Local 73 Pension Fund reported participants rose from 1,865 in the plan year 2023 filing to 1,914 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 516126221 · Board of Trustees of the Sheet Metal Workers 73 Pension Fund PY 2024 · Defined Benefit (Pension)
Sheet Metal Workers' Local 73 Pension Fund · $786M · 1,914 · 98th
- TYPE $786M
- TYPE 1,914
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Nv Energy Retirement Plan
- TYPE ind #8871
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 Illinois →
Sheet Metal Workers' Local 73 Pension Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $718M |
|---|---|
| Net Assets (End of Year) | $784M |
| Net Income | $69M |
| Employer EIN | 516126221 |
| Plan Effective Date | 1953-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Sheet Metal Workers 73 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Sheet Metal Workers 73 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $786M 20.324836517123497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,887 | $653M |
| 2023 | 1 | 1,865 | $718M |
| 2024 | 1 | 1,914 | $786M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Sheet Metal Workers' Local 73 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Nv Energy Retirement Plan in NV ($788M); by covered participants it is Howmet Merged Pension Plan in PA (1,915 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($786M here).
- Nv Energy Retirement Plan (NV) $788M · 1,271
- Federated Mutual Retirement Plan (MN) $789M · 2,571
- United Steelworkers International Union Staff Pension Plan (PA) $789M · 700
- Retirement Income Plan of Central Hudson Gas & Electric Corp. (NY) $780M · 284
Similar participant headcount
Nearest other-state filings by covered participants (1,914 participants); asset peers above are excluded.
- Howmet Merged Pension Plan (PA) 1,915 · 1 off
- IBEW Local No. 60 Pension (NM) 1,916 · 2 off
- Discovery Energy Pension Plan (WI) 1,916 · 2 off
- Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity (PA) 1,910 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.