Smart, Sheet Metal Workers Local 104 Sup Pension 401(k) plan

Smart, Sheet Metal Workers Local 104 Sup Pension, Livermore, CA. EIN 94-6560138. Annual reports 2009–2024. Also filed as Local 104 Supplemental Pension; Smart, Sheet Metal Workers Local 104 Supplemental; Smart, Sheet Metal.

Smart, Sheet Metal Workers Local 104 Sup Pension has one active retirement plan on file, the Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan, with 9,367 participants and $1.3 billion in assets in 2024. Northwest Plan Services has been its recordkeeper since 2020. No traditional pension plan appears in Smart, Sheet Metal Workers Local 104 Sup Pension's filings since 2009.

Active plans: 1
Participants: 9,367
Plan assets: $1.3 billion
401(k) recordkeeper: Northwest Plan Services
Plans on file: 1
Industry: Construction

The plan

Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan

401(k)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 94-6560138
Participants (2024): 9,367
Net assets (2024): $1.3 billion
Recordkeeper: Northwest Plan ServicesEarlier: SMW Local 104 Federal Credit Union (2018–2019), Kaufmann and Goble Associates (2017), SMW Local 104 Federal Credit Union (2012–2016), Kaufman and Goble (2011), SMW Local 104 Federal Credit Union (2009–2010)
Plan administrator: Smart, Sheet Metal Workers Local 104 Sup Pension
3240B Constitution Drive
Livermore, CA 94551
(925) 208-9994As filed for 2024
In effect since: June 1, 1981

Plans merged into this one: Sheet Metal Workers Local 162 Defined Contribution Retirement Plan (2016).

Earlier sponsors: Local 104 Supplemental Pension (2009–2015); Smart, Sheet Metal Workers Local 104 Supplemental (2016–2017); Smart, Sheet Metal (2018–2020).

Earlier plan names: Local 104 Supplemental Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,367	$1.3 billion	Northwest Plan Services
2023	9,310	$1.1 billion	Northwest Plan Services
2022	9,108	$1.0 billion	Northwest Plan Services
2021	8,876	$914 million	Northwest Plan Services
2020	8,863	$1.0 billion	Northwest Plan Services
2019	11,374	$828 million	SMW Local 104 Federal Credit Union
2018	11,004	$760 million	SMW Local 104 Federal Credit Union
2017	10,667	$687 million	Kaufmann and Goble Associates
2016	10,252	$614 million	SMW Local 104 Federal Credit Union
2015	8,356	$487 million	SMW Local 104 Federal Credit Union
2014	8,073	$463 million	SMW Local 104 Federal Credit Union
2013	7,974	$446 million	SMW Local 104 Federal Credit Union
2012	7,917	$396 million	SMW Local 104 Federal Credit Union
2011	7,796	$371 million	Kaufman and Goble
2010	7,726	$367 million	SMW Local 104 Federal Credit Union
2009	7,986	$327 million	SMW Local 104 Federal Credit Union

If you had money in one of these plans

Call Northwest Plan Services, which runs the Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan. 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 ((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

Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan

If you had money in one of these plans

What these numbers are

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