Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST
EIN 93-6018501ConstructionLatest filing 2024
Plans
2
Retirement
2
$591.3M assets
Welfare
0
Participants
4,819
12029 NE GLENN WIDING DR. - PORTLAND, OR 97220503-282-5581
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $591.3M assets / 4,819 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST
TraditionalDB
Assets$528.6M
Participants3,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IND ACCT PLAN FOR THE OREGON SHEET METAL WORKERS
401k
Assets$62.7M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST | TraditionalDB | $528.6M | 3,426 | 2024 | |
| 002 | IND ACCT PLAN FOR THE OREGON SHEET METAL WORKERS | 401k | $62.7M | 1,393 | 2024 |
Retirement plans