401(k) · DOL Form 5500 · 2024

Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) Plan

Data updated 2026-08-11

$1.3B
Total assets
4,860
Participants
99th
Percentile by assets
$265,222
Avg per participant
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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.

  • 99th percentile by assets (of 123,622 plans)
  • #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.

$1.3B
total plan assets (2024 EOY)
4,860
covered participants
99th
percentile by assets (of 123,622 plans)
$265,222
avg assets per participant

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.

See the national 2023→2024 release diff →

State
California
Industry
Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan reports 4,860 participants - 7.7x that state average ($1.3B EOY assets).

California filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.3B
Net Income$140M
Employer EIN946560138
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension)

$0.9B$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.01B $1.29B ▲ +27.7%
Total plan assets by year, all Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plans on file
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.

Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs. nearby 401(k) plans in California, assets vs. participants

Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smart, Sheet Metal W…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smart, Sheet Metal Workers Local No. 104… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan assets move in 2024? ▼
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan grew at a solid clip - up 12.2% during 2024, from $1.1B to $1.3B. Reported net income was $140M.
How have Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's sponsor-wide assets grew 27.2%, from $1.0B to $1.3B.
Where does Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cincinnati Financial Corporation Tax-Qualified Savings Plan in OH ($1.3B, 5,372 participants).

Next read for Smart, Sheet Metal Workers Local No. 104…

Filing takeaways

Ways to act on Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan's numbers.

  • By total assets, Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension's sponsor-wide assets have grown 27.2% since 2022 across 3 plan years on file. More Construction plans

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 946560138.

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.