401(k) · DOL Form 5500 · 2023

Joint Board of Trustees - Sheet Metal Local 124 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
278
Participants Below avg headcount
81st
Percentile by assets National rank
$125,182
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheet Metal Workers Local No 124 Supplemental Retirement · Sponsored by Joint Board of Trustees - Sheet Metal Local 124 · Oklahoma · Other Services

$35M in assets, 278 participants

Joint Board of Trustees - Sheet Metal Local 124's Sheet Metal Workers Local No 124 Supplemental Retirement reported $35M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,146 in Other Services (7,857 peers)

Coverage in Oklahoma

Sheet Metal Workers Local No 124 Supplemental Retirement covers 278 participants in Oklahoma, about 37% of the average Oklahoma filer (state average ~760 per filing). Assets: $35M.

#7,146
in Other Services (7,857 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sheet Metal Workers Local No 124 Supplemental Retirement's outsized position by total assets

Sheet Metal Workers Local No 124 Supplemental Retirement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,800,596 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sheet Metal Workers Local No 124 Supplemental Retirement among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheet Metal Workers Local No 124 Supplemental Retirement sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheet Metal Workers Local No 124 Supplemental Retirement reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sheet Metal Workers Local No 124 Supplemental Retirement end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Sheet Metal Workers Local No 124 Supplemental Retirement reported participants rose from 268 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 736145795 · Joint Board of Trustees - Sheet Metal Local 124 PY 2023 · 401(k)

Sheet Metal Workers Local No 124 Supplemental Retirement · $35M · 278 · 81st

  • PART $35M
  • PART 278
  • PART 81st
  • PART 401(k)
  • PART near Pasco Scientific Employee 401(k) Savings Plan
  • PART ind #7146

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 Other Services retirement plans → · Plans in Oklahoma →

Sheet Metal Workers Local No 124 Supplemental Retirement in the asset neighbourhood

Sheet Metal Workers Local No 124 Supplemental RetirementSheet Metal Workers Local No…$35MPasco Scientific Employee 401(k) Savings PlanPasco Scientific Employee 40…$35MThe National Football League Capital Accumulation PlanThe National Football League…$35MElliott Aviation, LLC. Employee's Savings & Profit Sharing PlanElliott Aviation, LLC. Emplo…$35MYour 401(k) Plan$35M
End-of-year total assets ($M) among Sheet Metal Workers Local No 124 Supplemental Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN736145795
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees - Sheet Metal Local 124)

Sponsor-wide plan assets over time

All Joint Board of Trustees - Sheet Metal Local 124 plans reported in each filing year

Latest sponsor-wide plan assets
$95M 20.18432522908067% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $79.2M $95.1M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 547 $79M
2023 2 599 $87M
2024 2 619 $95M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sheet Metal Workers Local No 124 Supplemental Retirement vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Sheet Metal Workers Local No 124 Supplemental Retirement, Total assets ($B): 0.034800596 · Participants: 278Sheet Metal Workers Local No 124 Supplemental RetirementQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Sheet Metal Workers Local No 124 Supplemental Retirement vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sheet Metal Workers Local No 124 Supplemental Retirement side-by-side with 3 peers →

Sheet Metal Workers Local No 124 Supplemental Retirement's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Pasco Scientific Employee 401(k) Savings Plan in CA ($35M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheet Metal Workers Local No 124 Supplemental Retirement assets move in 2023? ▼
Sheet Metal Workers Local No 124 Supplemental Retirement grew at a solid clip - up 6.7% during 2023, from $33M to $35M. Reported net income was $2M.
How have Joint Board of Trustees - Sheet Metal Local 124 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees - Sheet Metal Local 124's sponsor-wide assets grew 20.2%, from $79M to $95M.
Where does Sheet Metal Workers Local No 124 Supplemental Retirement rank by assets among Form 5500 filers? ▼
Sheet Metal Workers Local No 124 Supplemental Retirement ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sheet Metal Workers Local No 124 Supplemental Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Pasco Scientific Employee 401(k) Savings Plan in CA ($35M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Sheet Metal Workers Local No 124 Supplemental Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 736145795.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.