Bot - Oregon Sheet Metal Workers Master Retirement Trust 401(k) and pension plans

Bot - Oregon Sheet Metal Workers Master Retirement Trust, Portland, OR. EIN 93-6018501. Annual reports 2009–2024. Also filed as - Oregon Sheet Metal Workers Master Retirement TR; - Oregon Sheet Metal Workers Master Retirement Tru.

Bot - Oregon Sheet Metal Workers Master Retirement Trust has 2 active retirement plans on file. The largest is the Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust, with 3,426 participants and $527 million in assets in 2024.

Active plans: 2
Participants: 4,819
Plan assets: $589 million
401(k) recordkeeper: John Hancock
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 93-6018501
Participants (2024): 3,426
Net assets (2024): $527 million
Plan administrator: Bot - Oregon Sheet Metal Workers Master Retirement Trust
12029 Ne Glenn Widing DR.
Portland, OR 97220
(503) 282-5581As filed for 2024
In effect since: January 1, 1961

Earlier sponsor: - Oregon Sheet Metal Workers Master Retirement TR (2009–2010).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,426	$527 million	not listed
2023	3,411	$483 million	not listed
2022	3,383	$427 million	not listed
2021	3,326	$491 million	not listed
2020	3,294	$437 million	not listed
2019	3,247	$401 million	not listed
2018	3,167	$346 million	not listed
2017	3,077	$373 million	not listed
2016	2,881	$334 million	not listed
2015	2,778	$330 million	not listed
2014	2,857	$343 million	not listed
2013	2,688	$335 million	not listed
2012	2,656	$302 million	not listed
2011	2,677	$281 million	not listed
2010	2,624	$298 million	not listed
2009	2,656	$275 million	not listed

Ind Acct Plan for the Oregon Sheet Metal Workers

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 93-6018501
Participants (2024): 1,393
Net assets (2024): $62.7 million
Recordkeeper: John HancockEarlier: BNY Mellon (2011), Bank of NY (2010)
Plan administrator: Bot - Oregon Sheet Metal Workers Master Retirement Trust
12029 Ne Glenn Widing Drive
Portland, OR 97220
(503) 282-5581As filed for 2024
In effect since: January 1, 1988

Earlier sponsor: - Oregon Sheet Metal Workers Master Retirement Tru (2009–2010).

Earlier plan names: Individual Account Plan for Oregon Sheet Metal Workers.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,393	$62.7 million	John Hancock
2023	1,378	$57.8 million	John Hancock
2022	1,361	$50.2 million	John Hancock
2021	1,342	$62.0 million	John Hancock
2020	1,320	$57.5 million	not listed
2019	2,097	$56.6 million	not listed
2018	1,845	$48.6 million	not listed
2017	1,659	$52.4 million	not listed
2016	1,652	$47.4 million	not listed
2015	1,555	$46.2 million	not listed
2014	1,662	$47.6 million	not listed
2013	1,509	$47.0 million	not listed
2012	1,530	$43.5 million	not listed
2011	1,538	$39.9 million	BNY Mellon
2010	1,508	$44.1 million	Bank of NY
2009	1,550	$40.0 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Ind Acct Plan for the Oregon Sheet Metal Workers. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((503) 282-5581). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust

Ind Acct Plan for the Oregon Sheet Metal Workers

If you had money in one of these plans

What these numbers are

Other construction employers in OR