Southern California Sheet Metal retirement plans

Southern California Sheet Metal, San Jose, CA. EIN 33-0319259. Annual reports 2009–2024. Also filed as Southern Ca Sheet Metal Workers 401 a Plan; Southern Ca; Workers' 401(A) Plan.

Southern California Sheet Metal has one active retirement plan on file, the Southern California Sheet Metal Workers' 401(A) Plan, with 7,069 participants and $547 million in assets in 2024. Northwest Plan Services has been its recordkeeper since 2022. No traditional pension plan appears in Southern California Sheet Metal's filings since 2009.

Active plans: 1
Participants: 7,069
Plan assets: $547 million
401(k) recordkeeper: Northwest Plan Services
Plans on file: 1
Industry: Construction

The plan

Southern California Sheet Metal Workers' 401(A) Plan

Money purchase pensionActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 33-0319259
Participants (2024): 7,069
Net assets (2024): $547 million
Recordkeeper: Northwest Plan ServicesEarlier: Kaufmann and Goble Associates (2018–2021), Kaufmann & Goble Associates (2017), Kaufmann and Goble Associates (2012–2016)
Plan administrator: Southern California Sheet Metal
160 W Santa Clara ST Ste 1550
San Jose, CA 95113
(408) 298-1170As filed for 2024
In effect since: July 1, 1989

Earlier sponsors: Southern Ca Sheet Metal Workers 401 a Plan (2009–2010); Southern Ca (2011–2016).

Earlier plan names: Southern California Sheet Metal Workers 401A Plan; Southern California Sheet Metal Workers 401 a Plan; Southern California Sheet Metal Workers' Workers' 401(A) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,069	$547 million	Northwest Plan Services
2023	6,818	$490 million	Northwest Plan Services
2022	9,858	$444 million	Northwest Plan Services
2021	9,877	$403 million	Kaufmann and Goble Associates
2020	9,766	$474 million	Kaufmann and Goble Associates
2019	9,591	$370 million	Kaufmann and Goble Associates
2018	9,258	$349 million	Kaufmann and Goble Associates
2017	8,899	$328 million	Kaufmann & Goble Associates
2016	8,699	$298 million	Kaufmann and Goble Associates
2015	8,557	$265 million	Kaufmann and Goble Associates
2014	8,248	$263 million	Kaufmann and Goble Associates
2013	8,191	$258 million	Kaufmann and Goble Associates
2012	8,237	$228 million	Kaufmann and Goble Associates
2011	8,176	$204 million	not listed
2010	8,215	$208 million	not listed
2009	8,494	$178 million	not listed

If you had money in one of these plans

Call Northwest Plan Services, which runs the Southern California Sheet Metal Workers' 401(A) 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 ((408) 298-1170). 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

Southern California Sheet Metal Workers' 401(A) Plan

If you had money in one of these plans

What these numbers are

Other construction employers in CA