Defined Benefit (Pension) · DOL Form 5500 · 2024
Utah Sheet Metal Pension Trust Pension Plan
Data updated 2026-08-25
- $275M
- Total assets Near avg plan size
- 855
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $321,724
- Avg per participant High balance/head
Official DOL plan name: Utah Sheet Metal Pension Trust · Sponsored by Utah Sheet Metal Pension Trust · Utah · Finance & Insurance
$275M in assets, 855 participants
Utah Sheet Metal Pension Trust's Utah Sheet Metal Pension Trust reported $275M in total assets and 855 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,916 in Finance & Insurance (8,549 peers)
Where Utah Sheet Metal Pension Trust sits by assets
Utah Sheet Metal Pension Trust sits in the top 5% of all filed plans by assets, $275M for 855 participants (~$321,724/participant), up 10.3% in 2024.
- #7,916
- in Finance & Insurance (8,549 peers)
- +10.3%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Utah Sheet Metal Pension Trust's outsized position by total assets
Utah Sheet Metal Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$275,074,291 Top 5% higher than 95% 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
Utah Sheet Metal Pension Trust 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. Utah Sheet Metal Pension Trust sits mid-pack in the medium band (855 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utah Sheet Metal Pension Trust reported net income fell from $45M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Utah Sheet Metal Pension Trust reported participants rose from 757 in the plan year 2023 filing to 855 in the plan year 2024 filing.
- Utah Sheet Metal Pension Trust end-of-year assets rose from $249M in the plan year 2023 filing to $275M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 876156446 · Utah Sheet Metal Pension Trust PY 2024 · Defined Benefit (Pension)
Utah Sheet Metal Pension Trust · $275M · 855 · 95th
- SCH $275M
- SCH 855
- SCH 95th
- SCH Defined Benefit (Pension)
- SCH near Case Western Reserve University Employees Retirement Plan B
- SCH ind #7916
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 Finance & Insurance retirement plans → · Plans in Utah →
Utah Sheet Metal Pension Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $26M |
| Employer EIN | 876156446 |
| Plan Effective Date | 1963-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utah Sheet Metal Pension Trust)
Sponsor-wide plan assets over time
All Utah Sheet Metal Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $275M 34.72241368725458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 770 | $204M |
| 2023 | 1 | 757 | $249M |
| 2024 | 1 | 855 | $275M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.1B · 10,478
- Intermountain Healthcare Pension Plan $3.4B · 26,724
- Rio Tinto America Inc. Retirement Plan $916M · 1,564
- America First Credit Union Pension Plan $600M · 2,645
- Retail Food Employers & Ufcw Local 711 Pension $367M · 8,046
Utah Sheet Metal Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Case Western Reserve University Employees Retirement Plan B in OH ($275M); by covered participants it is Retirement Plan B for Employees of American Crystal Sugar Company in MN (855 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($275M here).
- Case Western Reserve University Employees Retirement Plan B (OH) $275M · 714
- NECA Local 145 IBEW Pension Fund (IL) $275M · 801
- Dassault Falcon Jet Corporation Retirement Income Plan (NJ) $275M · 1,198
- Valley National Bank Pension Plan (NJ) $275M · 621
Similar participant headcount
Nearest other-state filings by covered participants (855 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.