Sheet Metal Workers Pension Trust pension plans

Sheet Metal Workers Pension Trust, Livermore, CA. EIN 51-6115939. Annual reports 2009–2024. Also filed as Sheet Metal Workers Pension Trust Fund.

Sheet Metal Workers Pension Trust has one active retirement plan on file, the Sheet Metal Workers Pension Plan of Northern California, with 12,741 participants and $1.6 billion in assets in 2024.

Active plans: 1
Participants: 12,741
Plan assets: $1.6 billion
Plans on file: 1
Industry: Construction

The plan

Sheet Metal Workers Pension Plan of Northern California

Pension (defined benefit)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 51-6115939
Participants (2024): 12,741
Net assets (2024): $1.6 billion
Last listed administrator: Databank Imx2016
Plan administrator: Sheet Metal Workers Pension Trust
3240B Constitution Drive
Livermore, CA 94551
(925) 208-9994As filed for 2024
In effect since: December 23, 1958

Earlier sponsors: Sheet Metal Workers Pension Trust (2009); Sheet Metal Workers Pension Trust Fund (2010–2013).

Earlier plan names: Sheet Metal Workers Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,741	$1.6 billion	not listed
2023	12,868	$1.5 billion	not listed
2022	12,837	$1.4 billion	not listed
2021	12,061	$1.6 billion	not listed
2020	13,068	$1.4 billion	not listed
2019	12,853	$1.3 billion	not listed
2018	12,541	$1.1 billion	not listed
2017	12,042	$1.2 billion	not listed
2016	11,725	$1.0 billion	Databank Imx
2015	11,712	$980 million	not listed
2014	11,622	$1.0 billion	not listed
2013	11,793	$997 million	not listed
2012	11,672	$917 million	not listed
2011	11,648	$877 million	not listed
2010	11,803	$928 million	not listed
2009	11,995	$898 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((925) 208-9994). 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.

The plan

Sheet Metal Workers Pension Plan of Northern California

If you had money in one of these plans

What these numbers are

Other construction employers in CA