401(k) · DOL Form 5500 · 2024
Joint Board of Trustees - Sheet Metal Local 124 401(k) Plan
Data updated 2026-08-11
- $38M
- Total assets
- 299
- Participants
- 81st
- Percentile by assets
- $126,734
- Avg per participant
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
$38M in assets, 299 participants
Joint Board of Trustees - Sheet Metal Local 124's Sheet Metal Workers Local No 124 Supplemental Retirement reported $38M in total assets and 299 participants in its 2024 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.
- 81st percentile by assets (of 123,622 plans)
- #7,006 in Other Services (7,719 peers)
Coverage in Oklahoma
Sheet Metal Workers Local No 124 Supplemental Retirement covers 299 participants in Oklahoma, about 39% of the average Oklahoma filer (state average ~760 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 299
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $126,734
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheet Metal Workers Local No 124 Supplemental Retirement reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sheet Metal Workers Local No 124 Supplemental Retirement end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Sheet Metal Workers Local No 124 Supplemental Retirement reported participants rose from 278 in the plan year 2023 filing to 299 in the plan year 2024 filing.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Sheet Metal Workers Local No 124 Supplemental Retirement reports 299 participants - about 39% of that state average ($38M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 736145795 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees - Sheet Metal Local 124)
| 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
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sheet Metal Workers Local No 124 Supplemental Retirement by total assets, not by location.
- Mitsui Kinzoku North American 401(k) Retirement Plan (IN) $38M · 428
- Denier Electric Co., Inc. Savings & Investment Plan (OH) $38M · 308
- Porch 401(k) Plan (WA) $38M · 526
- Hunt Forest Products, L.L.C. Salary Investment Retirement Plan (LA) $38M · 557
Frequently Asked Questions
How did Sheet Metal Workers Local No 124 Supplemental Retirement assets move in 2024? ▼
How have Joint Board of Trustees - Sheet Metal Local 124 plan assets changed over time? ▼
Where does Sheet Metal Workers Local No 124 Supplemental Retirement rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sheet Metal Workers Local No 124 Supplemental Retirement's numbers.
- By total assets, Sheet Metal Workers Local No 124 Supplemental Retirement ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
- Joint Board of Trustees - Sheet Metal Local 124's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Other Services plans