Civic Intelligence

Sheet Metal Workers Local 63

Plan context: Sheet Metal Workers Local Union 63 Annuity Plan

EIN 04-6128658 • Springfield, MA • 25 filings • 7 plans

32 Stevens StSpringfield, MA 01104-3119
Current Snapshot

Latest Year

2022

2022 Participants

542

2022 Assets

$73,309,117

2022 Contributions

$3,924,425

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$146,924,845$73,462,423$0200020112022YearValue
$73,309,117Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5442720200020112022YearValue
542Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20222542$73,309,117$3,924,425$7,241iApproximate average salary by contribution assumption: employee only about $181,016 at 4% or $120,677 at 6%; with 50% employer match about $120,677 at 4% or $80,452 at 6%; with 100% employer match about $90,508 at 4% or $60,339 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-542$73,309,117$3,577,410$6,600iApproximate average salary by contribution assumption: employee only about $165,010 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,338 at 6%; with 100% employer match about $82,505 at 4% or $55,003 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-0-$347,015-
20211529$79,406,736$3,683,080$6,962iApproximate average salary by contribution assumption: employee only about $174,059 at 4% or $116,039 at 6%; with 50% employer match about $116,039 at 4% or $77,359 at 6%; with 100% employer match about $87,029 at 4% or $58,020 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-529$79,406,736$3,683,080$6,962iApproximate average salary by contribution assumption: employee only about $174,059 at 4% or $116,039 at 6%; with 50% employer match about $116,039 at 4% or $77,359 at 6%; with 100% employer match about $87,029 at 4% or $58,020 at 6%.
20202544$146,924,845$6,371,626$11,713iApproximate average salary by contribution assumption: employee only about $292,814 at 4% or $195,209 at 6%; with 50% employer match about $195,209 at 4% or $130,139 at 6%; with 100% employer match about $146,407 at 4% or $97,605 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-544$73,694,340$3,312,469$6,089iApproximate average salary by contribution assumption: employee only about $152,227 at 4% or $101,485 at 6%; with 50% employer match about $101,485 at 4% or $67,657 at 6%; with 100% employer match about $76,114 at 4% or $50,742 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-544$73,230,505$3,059,157$5,623iApproximate average salary by contribution assumption: employee only about $140,586 at 4% or $93,724 at 6%; with 50% employer match about $93,724 at 4% or $62,483 at 6%; with 100% employer match about $70,293 at 4% or $46,862 at 6%.
20191459$67,706,118$2,885,447$6,286iApproximate average salary by contribution assumption: employee only about $157,159 at 4% or $104,773 at 6%; with 50% employer match about $104,773 at 4% or $69,849 at 6%; with 100% employer match about $78,580 at 4% or $52,386 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-459$67,706,118$2,885,447$6,286iApproximate average salary by contribution assumption: employee only about $157,159 at 4% or $104,773 at 6%; with 50% employer match about $104,773 at 4% or $69,849 at 6%; with 100% employer match about $78,580 at 4% or $52,386 at 6%.
20181441$60,800,722$2,780,847$6,306iApproximate average salary by contribution assumption: employee only about $157,644 at 4% or $105,096 at 6%; with 50% employer match about $105,096 at 4% or $70,064 at 6%; with 100% employer match about $78,822 at 4% or $52,548 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-441$60,800,722$2,780,847$6,306iApproximate average salary by contribution assumption: employee only about $157,644 at 4% or $105,096 at 6%; with 50% employer match about $105,096 at 4% or $70,064 at 6%; with 100% employer match about $78,822 at 4% or $52,548 at 6%.
20171419$61,785,973$2,388,735$5,701iApproximate average salary by contribution assumption: employee only about $142,526 at 4% or $95,017 at 6%; with 50% employer match about $95,017 at 4% or $63,345 at 6%; with 100% employer match about $71,263 at 4% or $47,509 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-419$61,785,973$2,388,735$5,701iApproximate average salary by contribution assumption: employee only about $142,526 at 4% or $95,017 at 6%; with 50% employer match about $95,017 at 4% or $63,345 at 6%; with 100% employer match about $71,263 at 4% or $47,509 at 6%.
20161422$56,756,304$2,271,651$5,383iApproximate average salary by contribution assumption: employee only about $134,576 at 4% or $89,718 at 6%; with 50% employer match about $89,718 at 4% or $59,812 at 6%; with 100% employer match about $67,288 at 4% or $44,859 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-422$56,756,304$2,271,651$5,383iApproximate average salary by contribution assumption: employee only about $134,576 at 4% or $89,718 at 6%; with 50% employer match about $89,718 at 4% or $59,812 at 6%; with 100% employer match about $67,288 at 4% or $44,859 at 6%.
20151443$55,053,440$2,138,962$4,828iApproximate average salary by contribution assumption: employee only about $120,709 at 4% or $80,473 at 6%; with 50% employer match about $80,473 at 4% or $53,648 at 6%; with 100% employer match about $60,354 at 4% or $40,236 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-443$55,053,440$2,138,962$4,828iApproximate average salary by contribution assumption: employee only about $120,709 at 4% or $80,473 at 6%; with 50% employer match about $80,473 at 4% or $53,648 at 6%; with 100% employer match about $60,354 at 4% or $40,236 at 6%.
20141434$54,082,124$2,174,500$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-434$54,082,124$2,174,500$5,010iApproximate average salary by contribution assumption: employee only about $125,259 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,671 at 6%; with 100% employer match about $62,630 at 4% or $41,753 at 6%.
20131459$51,834,636$2,149,642$4,683iApproximate average salary by contribution assumption: employee only about $117,083 at 4% or $78,055 at 6%; with 50% employer match about $78,055 at 4% or $52,037 at 6%; with 100% employer match about $58,541 at 4% or $39,028 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-459$51,834,636$2,149,642$4,683iApproximate average salary by contribution assumption: employee only about $117,083 at 4% or $78,055 at 6%; with 50% employer match about $78,055 at 4% or $52,037 at 6%; with 100% employer match about $58,541 at 4% or $39,028 at 6%.
20121475$47,116,070$2,583,125$5,438iApproximate average salary by contribution assumption: employee only about $135,954 at 4% or $90,636 at 6%; with 50% employer match about $90,636 at 4% or $60,424 at 6%; with 100% employer match about $67,977 at 4% or $45,318 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-475$47,116,070$2,583,125$5,438iApproximate average salary by contribution assumption: employee only about $135,954 at 4% or $90,636 at 6%; with 50% employer match about $90,636 at 4% or $60,424 at 6%; with 100% employer match about $67,977 at 4% or $45,318 at 6%.
20111486$43,503,969$2,436,909$5,014iApproximate average salary by contribution assumption: employee only about $125,355 at 4% or $83,570 at 6%; with 50% employer match about $83,570 at 4% or $55,714 at 6%; with 100% employer match about $62,678 at 4% or $41,785 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-486$43,503,969$2,436,909$5,014iApproximate average salary by contribution assumption: employee only about $125,355 at 4% or $83,570 at 6%; with 50% employer match about $83,570 at 4% or $55,714 at 6%; with 100% employer match about $62,678 at 4% or $41,785 at 6%.
20101478$41,796,885$1,990,408$4,164iApproximate average salary by contribution assumption: employee only about $104,101 at 4% or $69,401 at 6%; with 50% employer match about $69,401 at 4% or $46,267 at 6%; with 100% employer match about $52,050 at 4% or $34,700 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-478$41,796,885$1,990,408$4,164iApproximate average salary by contribution assumption: employee only about $104,101 at 4% or $69,401 at 6%; with 50% employer match about $69,401 at 4% or $46,267 at 6%; with 100% employer match about $52,050 at 4% or $34,700 at 6%.
20091450$38,987,719$1,701,080$3,780iApproximate average salary by contribution assumption: employee only about $94,504 at 4% or $63,003 at 6%; with 50% employer match about $63,003 at 4% or $42,002 at 6%; with 100% employer match about $47,252 at 4% or $31,501 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-450$38,987,719$1,701,080$3,780iApproximate average salary by contribution assumption: employee only about $94,504 at 4% or $63,003 at 6%; with 50% employer match about $63,003 at 4% or $42,002 at 6%; with 100% employer match about $47,252 at 4% or $31,501 at 6%.
20081479$35,660,968$2,252,763$4,703iApproximate average salary by contribution assumption: employee only about $117,576 at 4% or $78,384 at 6%; with 50% employer match about $78,384 at 4% or $52,256 at 6%; with 100% employer match about $58,788 at 4% or $39,192 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-479$35,660,968$2,252,763$4,703iApproximate average salary by contribution assumption: employee only about $117,576 at 4% or $78,384 at 6%; with 50% employer match about $78,384 at 4% or $52,256 at 6%; with 100% employer match about $58,788 at 4% or $39,192 at 6%.
20071490$38,399,011$2,046,809$4,177iApproximate average salary by contribution assumption: employee only about $104,429 at 4% or $69,619 at 6%; with 50% employer match about $69,619 at 4% or $46,413 at 6%; with 100% employer match about $52,215 at 4% or $34,810 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-490$38,399,011$2,046,809$4,177iApproximate average salary by contribution assumption: employee only about $104,429 at 4% or $69,619 at 6%; with 50% employer match about $69,619 at 4% or $46,413 at 6%; with 100% employer match about $52,215 at 4% or $34,810 at 6%.
20061479$36,850,195$1,673,475$3,494iApproximate average salary by contribution assumption: employee only about $87,342 at 4% or $58,228 at 6%; with 50% employer match about $58,228 at 4% or $38,819 at 6%; with 100% employer match about $43,671 at 4% or $29,114 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-479$36,850,195$1,673,475$3,494iApproximate average salary by contribution assumption: employee only about $87,342 at 4% or $58,228 at 6%; with 50% employer match about $58,228 at 4% or $38,819 at 6%; with 100% employer match about $43,671 at 4% or $29,114 at 6%.
20051477$34,703,944$1,542,429$3,234iApproximate average salary by contribution assumption: employee only about $80,840 at 4% or $53,893 at 6%; with 50% employer match about $53,893 at 4% or $35,929 at 6%; with 100% employer match about $40,420 at 4% or $26,947 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-477$34,703,944$1,542,429$3,234iApproximate average salary by contribution assumption: employee only about $80,840 at 4% or $53,893 at 6%; with 50% employer match about $53,893 at 4% or $35,929 at 6%; with 100% employer match about $40,420 at 4% or $26,947 at 6%.
20041487$32,515,278$1,421,803$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,659 at 6%; with 50% employer match about $48,659 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-487$32,515,278$1,421,803$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,659 at 6%; with 50% employer match about $48,659 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
20031494$30,350,747$1,538,955$3,115iApproximate average salary by contribution assumption: employee only about $77,882 at 4% or $51,922 at 6%; with 50% employer match about $51,922 at 4% or $34,614 at 6%; with 100% employer match about $38,941 at 4% or $25,961 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-494$30,350,747$1,538,955$3,115iApproximate average salary by contribution assumption: employee only about $77,882 at 4% or $51,922 at 6%; with 50% employer match about $51,922 at 4% or $34,614 at 6%; with 100% employer match about $38,941 at 4% or $25,961 at 6%.
20021490$27,390,574$1,575,725$3,216iApproximate average salary by contribution assumption: employee only about $80,394 at 4% or $53,596 at 6%; with 50% employer match about $53,596 at 4% or $35,731 at 6%; with 100% employer match about $40,197 at 4% or $26,798 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-490$27,390,574$1,575,725$3,216iApproximate average salary by contribution assumption: employee only about $80,394 at 4% or $53,596 at 6%; with 50% employer match about $53,596 at 4% or $35,731 at 6%; with 100% employer match about $40,197 at 4% or $26,798 at 6%.
20011478$26,708,195$1,779,918$3,724iApproximate average salary by contribution assumption: employee only about $93,092 at 4% or $62,061 at 6%; with 50% employer match about $62,061 at 4% or $41,374 at 6%; with 100% employer match about $46,546 at 4% or $31,031 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-478$26,708,195$1,779,918$3,724iApproximate average salary by contribution assumption: employee only about $93,092 at 4% or $62,061 at 6%; with 50% employer match about $62,061 at 4% or $41,374 at 6%; with 100% employer match about $46,546 at 4% or $31,031 at 6%.
20001483$25,958,305$1,465,926$3,035iApproximate average salary by contribution assumption: employee only about $75,876 at 4% or $50,584 at 6%; with 50% employer match about $50,584 at 4% or $33,723 at 6%; with 100% employer match about $37,938 at 4% or $25,292 at 6%.
Sheet Metal Workers Local Union 63 Annuity Plan-483$25,958,305$1,465,926$3,035iApproximate average salary by contribution assumption: employee only about $75,876 at 4% or $50,584 at 6%; with 50% employer match about $50,584 at 4% or $33,723 at 6%; with 100% employer match about $37,938 at 4% or $25,292 at 6%.