401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$38M
Total assets Below avg plan size
299
Participants Below avg headcount
81st
Percentile by assets National rank
$126,734
Avg per participant Near avg balance/head
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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.

  • #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.

#7,006
in Other Services (7,719 peers)
+8.9%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$37,893,558 Top 19% higher than 81% of 123,620 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 2024

Sheet Metal Workers Local No 124 Supplemental Retirement 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. Sheet Metal Workers Local No 124 Supplemental Retirement sits mid-pack in the medium band (299 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 736145795 · Joint Board of Trustees - Sheet Metal Local 124 PY 2024 · 401(k)

Sheet Metal Workers Local No 124 Supplemental Retirement · $38M · 299 · 81st

  • BOY $38M
  • BOY 299
  • BOY 81st
  • BOY 401(k)
  • BOY near Mitsui Kinzoku North American 401(k) Retirement Plan
  • BOY ind #7006

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

Porch 401(k) Plan$38MSheet Metal Workers Local No 124 Supplemental RetirementSheet Metal Workers Local No…$38MMitsui Kinzoku North American 401(k) Retirement PlanMitsui Kinzoku North America…$38MDenier Electric Co., Inc. Savings & Investment PlanDenier Electric Co., Inc. Sa…$38MHunt Forest Products, L.L.C. Salary Investment Retirement PlanHunt Forest Products, L.L.C.…$38M
End-of-year total assets ($M) among Sheet Metal Workers Local No 124 Supplemental Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
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 -20246 Total assets ($B) Participants Sheet Metal Workers Local No 124 Supplemental Retirement, Total assets ($B): 0.037893558 · Participants: 299Sheet Metal Workers Local No 124 Supplemental RetirementQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon 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 Mitsui Kinzoku North American 401(k) Retirement Plan in IN ($38M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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.

Frequently Asked Questions

How did Sheet Metal Workers Local No 124 Supplemental Retirement assets move in 2024? ▼
Sheet Metal Workers Local No 124 Supplemental Retirement grew at a solid clip - up 8.9% during 2024, from $35M to $38M. Reported net income was $3M.
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 123,622 plans that reported assets for plan year 2024 (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 Mitsui Kinzoku North American 401(k) Retirement Plan in IN ($38M, 428 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 Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.