International Association of Sheet Metal Air, Rail and Transportation retirement plan: assets, participants and fees
What International Association of Sheet Metal Air, Rail and Transportation's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Smw National Pension Fund | 2023 Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 650 pension plans in manufacturing with 100 to 499 participants.
| International Association of Sheet Metal Air, Rail and Transportation: employer contribution per participant | $679 | |
| Peer median | $1,262 |
| International Association of Sheet Metal Air, Rail and Transportation: average balance | $445,534 | |
| Peer median | $56,718 |
| International Association of Sheet Metal Air, Rail and Transportation: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.79% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $106M at the end of plan year 2021 to $122M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 273 | $122M | $185K | $679 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 273 | $126M | $3.7M | $13,715 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 272 | $110M | $3.3M | $11,991 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 354 | $106M | $3.4M | $9,578 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does International Association of Sheet Metal Air, Rail and Transportation match 401(k) contributions?
The match terms for the Smwia Staff Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $185K in employer contributions, about $679 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the International Association of Sheet Metal Air, Rail and Transportation 401(k) match vested?
The vesting schedule for the Smwia Staff Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the International Association of Sheet Metal Air, Rail and Transportation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Smw National Pension Fund. The plan administrator is Board of Trustees Smwia Staff Pension Plan.
I left International Association of Sheet Metal Air, Rail and Transportation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees Smwia Staff Pension Plan, (703) 739-7000) or the recordkeeper, Smw National Pension Fund. The International Association of Sheet Metal Air, Rail and Transportation old 401(k) page lists the contacts from every plan filing. Find an old International Association of Sheet Metal Air, Rail and Transportation 401(k)
Data from the public Form 5500 annual reports International Association of Sheet Metal Air, Rail and Transportation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with International Association of Sheet Metal Air, Rail and Transportation. Not financial advice. Report a correction · Methodology