Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada
Pension (defined benefit)ActiveUnion (multiemployer)
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 95-6052257
- Participants (2024)
- 11,552
- Net assets (2024)
- $1.4 billion
- Administered by
- Morgan Stanley2020–2024
- Plan administrator
- Sheet Metal Workers' Pension Plan
111 N Sepulveda BLVD Ste 210
Manhattan Beach, CA 90266
(310) 798-6572As filed for 2024 - In effect since
- January 1, 1958
Earlier sponsors: SMW Pension of Southern Ca, Az & NV (2009–2010); SMW (2011–2014); The Board of Trustees (2015–2016).
Earlier plan names: Sheet Metal Workers Pension Plan of Southern California Arizona and Nevada; Sheet Metal Workers Pension Plan of Southern California, Arizona and Nevada; Sheet Metal Workers' Pension Plan of Southern California, Arizona and Nevada.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 11,552 | $1.4 billion | Morgan Stanley |
| 2023 | 11,369 | $1.3 billion | not listed |
| 2022 | 12,947 | $1.0 billion | not listed |
| 2021 | 11,239 | $1.4 billion | Morgan Stanley |
| 2020 | 11,326 | $1.2 billion | Morgan Stanley |
| 2019 | 11,022 | $1.1 billion | not listed |
| 2016 | 10,277 | $895 million | not listed |
| 2015 | 10,106 | $878 million | not listed |
| 2014 | 10,002 | $924 million | not listed |
| 2013 | 10,041 | $931 million | not listed |
| 2012 | 10,127 | $832 million | not listed |
| 2011 | 10,172 | $806 million | not listed |
| 2010 | 10,504 | $883 million | not listed |
| 2009 | 11,168 | $816 million | not listed |