Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k) match, vesting and fees

Plan year 2025 filingSheet Metal Workers' 270 Defined Contribution Pension Plan · Plan 001 · EIN 27-2519987Updated Oct 2026

What Trustees-Sheet Metal Workers' Local 270 DC Pension Plan's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $130K in employer contributions, about $254 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$20,396
Average account balance
511
Participants (end of year)
$10.4M
Plan assets (end of year)
0.93%
Admin expenses ÷ assets

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.

RecordkeeperTrust Company of OklahomaSchedule C ↗
Independent auditorRoyle Vazquez LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2025 medians for 118 defined-contribution plans in construction with 500 to 999 participants.

Trustees-Sheet Metal Workers' Local 270 DC Pension Plan: employer contribution per participant$254
Peer median$2,765
Trustees-Sheet Metal Workers' Local 270 DC Pension Plan: average balance$20,396
Peer median$76,416
Trustees-Sheet Metal Workers' Local 270 DC Pension Plan: admin expenses ÷ assets0.93%
Peer median0.24%

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 $7.4M at the end of plan year 2021 to $10.4M at the end of plan year 2025.

$7.4M2021$6.2M2022$7.7M2023$8.7M2024$10.4M2025
End-of-year figures from each plan year's Form 5500 filing for the Trustees-Sheet Metal Workers' Local 270 DC Pension Plan plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025511$10.4M$130K$2540.93%Not publishedForm 5500 ↗
2024457$8.7M$114K$2491.25%Not publishedForm 5500 ↗
2023628$7.7M$86K$1381.03%Not publishedForm 5500 ↗
2022571$6.2M$97K$1700.91%Not publishedForm 5500 ↗
2021695$7.4M$54K$950.91%Not publishedForm 5500 ↗

Common questions

Does Trustees-Sheet Metal Workers' Local 270 DC Pension Plan match 401(k) contributions?

The match terms for the Sheet Metal Workers' 270 Defined Contribution Pension Plan have not been published from its filing yet. The plan year 2025 filing reports $130K in employer contributions, about $254 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k) match vested?

The vesting schedule for the Sheet Metal Workers' 270 Defined Contribution Pension Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Trust Company of Oklahoma. The plan administrator is Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan.

I left Trustees-Sheet Metal Workers' Local 270 DC Pension Plan. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan, (918) 587-2388) or the recordkeeper, Trust Company of Oklahoma. The Trustees-Sheet Metal Workers' Local 270 DC Pension Plan old 401(k) page lists the contacts from every plan filing. Find an old Trustees-Sheet Metal Workers' Local 270 DC Pension Plan 401(k)

Data from the public Form 5500 annual reports Trustees-Sheet Metal Workers' Local 270 DC Pension Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Trustees-Sheet Metal Workers' Local 270 DC Pension Plan. Not financial advice. Report a correction · Methodology