Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Arizona Sheet Metal Pension Trust Fund Pension Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 604
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $204,773
- Avg per participant Above avg balance/head
Official DOL plan name: Arizona Sheet Metal Pension Trust Fund · Sponsored by Board of Trustees Arizona Sheet Metal Pension Trust Fund · Arizona · Construction
$124M in assets, 604 participants
Board of Trustees Arizona Sheet Metal Pension Trust Fund's Arizona Sheet Metal Pension Trust Fund reported $124M in total assets and 604 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.
- #8,171 in Construction (9,039 peers)
Where Arizona Sheet Metal Pension Trust Fund sits by assets
Arizona Sheet Metal Pension Trust Fund sits in the top 10% of all filed plans by assets, $124M for 604 participants (~$204,773/participant), up 13.7% in 2024.
- #8,171
- in Construction (9,039 peers)
- +13.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Arizona Sheet Metal Pension Trust Fund's outsized position by total assets
Arizona Sheet Metal Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$123,682,936 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
Arizona Sheet Metal Pension Trust Fund 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. Arizona Sheet Metal Pension Trust Fund sits mid-pack in the medium band (604 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arizona Sheet Metal Pension Trust Fund reported participants rose from 498 in the plan year 2023 filing to 604 in the plan year 2024 filing.
- Arizona Sheet Metal Pension Trust Fund reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Arizona Sheet Metal Pension Trust Fund end-of-year assets rose from $109M in the plan year 2023 filing to $124M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 866069718 · Board of Trustees Arizona Sheet Metal Pension Trust Fund PY 2024 · Defined Benefit (Pension)
Arizona Sheet Metal Pension Trust Fund · $124M · 604 · 92nd
- RANK $124M
- RANK 604
- RANK 92nd
- RANK Defined Benefit (Pension)
- RANK near Speedway Retirement Plan
- RANK ind #8171
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 Arizona →
Arizona Sheet Metal Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $15M |
| Employer EIN | 866069718 |
| Plan Effective Date | 1965-05-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Arizona Sheet Metal Pension Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Arizona Sheet Metal Pension Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 28.76238414510443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 454 | $96M |
| 2023 | 1 | 498 | $109M |
| 2024 | 1 | 604 | $124M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Arizona Sheet Metal Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Speedway Retirement Plan in OH ($124M); by covered participants it is General Dynamics Land Systems Pension Agreement in MI (604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Speedway Retirement Plan (OH) $124M · 63
- Appalachian Regional Healthcare, Inc. Retirement Plan (KY) $124M · 373
- Delta Dental of New Jersey, Inc. Pension Plan (NJ) $124M · 225
- Edw. C. Levy Co. Retirement Income Plan (MI) $124M · 158
Similar participant headcount
Nearest other-state filings by covered participants (604 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.