Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Arizona Sheet Metal Pension Trust Fund Pension Plan
Data updated 2026-08-11
- $124M
- Total assets
- 604
- Participants
- 92nd
- Percentile by assets
- $204,773
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $124M
- total plan assets (2024 EOY)
- 604
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $204,773
- avg assets per participant
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.
Arizona Sheet Metal Pension Trust Fund vs the 2024 asset distribution
By assets, Arizona Sheet Metal Pension Trust Fund outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Arizona Sheet Metal Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Arizona Sheet Metal Pension Trust Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Arizona Sheet Metal Pension Trust Fund assets move in 2024? ▼
How have Board of Trustees Arizona Sheet Metal Pension Trust Fund plan assets changed over time? ▼
Where does Arizona Sheet Metal Pension Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Arizona Sheet Metal Pension Trust Fund? ▼
Next read for Arizona Sheet Metal Pension Trust Fund
Scale reading
Ways to act on Arizona Sheet Metal Pension Trust Fund's numbers.
- By total assets, Arizona Sheet Metal Pension Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Board of Trustees Arizona Sheet Metal Pension Trust Fund's sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Construction plans