401(k) · DOL Form 5500 · 2024
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 4,860
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $265,222
- Avg per participant High balance/head
Official DOL plan name: Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan · Sponsored by Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension · California · Construction
$1.3B in assets, 4,860 participants
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported $1.3B in total assets and 4,860 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,932 in Construction (9,039 peers)
Coverage in California
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan covers 4,860 participants in California, 7.7x the typical California plan (state average ~630 per filing). Assets: $1.3B.
- #8,932
- in Construction (9,039 peers)
- +12.2%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's outsized position by total assets
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,288,976,820 Top 1% higher than 99% 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
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan lands in the large band (4,860 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported net income rose from $135M in the plan year 2023 filing to $140M in the plan year 2024 filing.
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reported participants fell from 5,021 in the plan year 2023 filing to 4,860 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 946560138 · Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension PY 2024 · 401(k)
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan · $1.3B · 4,860 · 99th
- SCH $1.3B
- SCH 4,860
- SCH 99th
- SCH 401(k)
- SCH near Cincinnati Financial Corporation Tax-Qualified Savings Plan
- SCH ind #8932
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 California →
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $140M |
| Employer EIN | 946560138 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension)
Sponsor-wide plan assets over time
All Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 27.156695127802987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,069 | $1.0B |
| 2023 | 1 | 5,021 | $1.1B |
| 2024 | 1 | 4,860 | $1.3B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cincinnati Financial Corporation Tax-Qualified Savings Plan in OH ($1.3B); by covered participants it is The Lincoln Electric Company Employee Savings Plan in OH (4,859 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Cincinnati Financial Corporation Tax-Qualified Savings Plan (OH) $1.3B · 5,372
- Onsemi 401(k) Plan (AZ) $1.3B · 3,995
- Windstream 401(k) Plan (AR) $1.3B · 9,409
- Guidehouse Inc. Retirement Plan (VA) $1.3B · 6,780
Similar participant headcount
Nearest other-state filings by covered participants (4,860 participants); asset peers above are excluded.
- The Lincoln Electric Company Employee Savings Plan (OH) 4,859 · 1 off
- Mann+Hummel 401(k) Plan (NC) 4,856 · 4 off
- Hudson Group, Inc. 401(k) Plan (NJ) 4,865 · 5 off
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) 4,854 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.