Other · DOL Form 5500 · 2024
Trustees of Sheet Metal Workers Int'l Association Local No. 73 Retirement Plan
Data updated 2026-08-25
- $708M
- Total assets Above avg plan size
- 1,764
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $401,095
- Avg per participant High balance/head
Official DOL plan name: Sheet Metal Workers International Association Local 73 Annuity Plan · Sponsored by Trustees of Sheet Metal Workers Int'l Association Local No. 73 · Illinois · Construction
$708M in assets, 1,764 participants
Trustees of Sheet Metal Workers Int'l Association Local No. 73's Sheet Metal Workers International Association Local 73 Annuity Plan reported $708M in total assets and 1,764 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.
- #8,846 in Construction (9,039 peers)
Coverage in Illinois
Sheet Metal Workers International Association Local 73 Annuity Plan covers 1,764 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $708M.
- #8,846
- in Construction (9,039 peers)
- +8.4%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Sheet Metal Workers International Association Local 73 Annuity Plan's outsized position by total assets
Sheet Metal Workers International Association Local 73 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$707,531,302 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 International Association Local 73 Annuity Plan'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 International Association Local 73 Annuity Plan lands in the large band (1,764 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers International Association Local 73 Annuity Plan reported net income fell from $93M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Sheet Metal Workers International Association Local 73 Annuity Plan reported participants fell from 2,190 in the plan year 2023 filing to 1,764 in the plan year 2024 filing.
- Sheet Metal Workers International Association Local 73 Annuity Plan end-of-year assets rose from $653M in the plan year 2023 filing to $708M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 205002115 · Trustees of Sheet Metal Workers Int'l Association Local No. 73 PY 2024 · Other
Sheet Metal Workers International Association Local 73 Annuity Plan · $708M · 1,764 · 98th
- 5500 $708M
- 5500 1,764
- 5500 98th
- 5500 Other
- 5500 near Samaritan Health Services Tax Sheltered Annuity Pl
- 5500 ind #8846
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 International Association Local 73 Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $653M |
|---|---|
| Net Assets (End of Year) | $708M |
| Net Income | $55M |
| Employer EIN | 205002115 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Sheet Metal Workers Int'l Association Local No. 73)
Sponsor-wide plan assets over time
All Trustees of Sheet Metal Workers Int'l Association Local No. 73 plans reported in each filing year
- Latest sponsor-wide plan assets
- $708M 26.275113993943076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,236 | $560M |
| 2023 | 1 | 2,190 | $653M |
| 2024 | 1 | 1,764 | $708M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Sheet Metal Workers International Association Local 73 Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Samaritan Health Services Tax Sheltered Annuity Pl in OR ($703M); by covered participants it is May Institute, Inc. Defined Contribution Retirement Plan in MA (1,763 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($708M here).
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) $703M · 6,429
- Williams College Retirement Income Plan (MA) $701M · 1,475
- New York Medical College Tax-Deferred Annuity Plan (NY) $720M · 1,362
- Beacon Retirement Savings 403(b) Plan (IN) $695M · 7,707
Similar participant headcount
Nearest other-state filings by covered participants (1,764 participants); asset peers above are excluded.
- May Institute, Inc. Defined Contribution Retirement Plan (MA) 1,763 · 1 off
- Academic Medical Group, Inc. 403(b) Plan (FL) 1,770 · 6 off
- Legacy Community Health Services, Inc. 403(b) Plan (TX) 1,758 · 6 off
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan (CA) 1,754 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.