Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Local 202 Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
11
Participants Small participant base
69th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Local 202 Sheet Metal Workers Pension Fund · Sponsored by Trustees of the Local 202 Sheet Metal Workers Pension Fund · Missouri · Manufacturing

$19M in assets, 11 participants

Trustees of the Local 202 Sheet Metal Workers Pension Fund's Local 202 Sheet Metal Workers Pension Fund reported $19M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,339 in Manufacturing (17,777 peers)

What the 2024 filing shows

Local 202 Sheet Metal Workers Pension Fund holds $19M for 11 participants - about $1.7M per participant, above the median plan by assets.

#10,339
in Manufacturing (17,777 peers)
+1.7%
assets growth YoY

Local 202 Sheet Metal Workers Pension Fund's outsized position by total assets

Local 202 Sheet Metal Workers Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,744,307 Top 31% higher than 69% 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

Local 202 Sheet Metal Workers Pension Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Local 202 Sheet Metal Workers Pension Fund is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 202 Sheet Metal Workers Pension Fund reported net income rose from $67K in the plan year 2023 filing to $320K in the plan year 2024 filing.
  • Local 202 Sheet Metal Workers Pension Fund reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Local 202 Sheet Metal Workers Pension Fund end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430435782 · Trustees of the Local 202 Sheet Metal Workers Pension Fund PY 2024 · Defined Benefit (Pension)

Local 202 Sheet Metal Workers Pension Fund · $19M · 11 · 69th

  • TYPE $19M
  • TYPE 11
  • TYPE 69th
  • TYPE Defined Benefit (Pension)
  • TYPE near The Restated Noncontributory Retirement Plan for Cooperatives
  • TYPE ind #10339

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 Manufacturing retirement plans → · Plans in Missouri →

Local 202 Sheet Metal Workers Pension Fund in the asset neighbourhood

Alaska Native Industries Employee Defined Benefit Pension PlanAlaska Native Industries Emp…$19MLocal 202 Sheet Metal Workers Pension FundLocal 202 Sheet Metal Worker…$19MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$19MThe Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$19MNfo Research, Inc. Pension PlanNfo Research, Inc. Pension P…$19M
End-of-year total assets ($M) among Local 202 Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$320K
Employer EIN430435782
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Local 202 Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Local 202 Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.1090979492063497% vs 2022
2024 filing year
$18.2M$18.4M$18.6M$18.8M 202220232024 $18.4M $18.7M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 11 $18M
2023 1 14 $18M
2024 1 11 $19M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Local 202 Sheet Metal Workers Pension Fund, Total assets ($B): 0.018744307 · Participants: 11Local 202 Sheet Metal Workers Pension FundBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement Plan
Local 202 Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Local 202 Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Local 202 Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($19M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.

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 Local 202 Sheet Metal Workers Pension Fund assets move in 2024? ▼
Local 202 Sheet Metal Workers Pension Fund edged up modestly - up 1.7% during 2024, from $18M to $19M. Reported net income was $320K.
How have Trustees of the Local 202 Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Local 202 Sheet Metal Workers Pension Fund's sponsor-wide assets grew 2.1%, from $18M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($19M, 107 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Local 202 Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants, $599K 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 430435782.

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.