Civic Intelligence

Sheet Metal Workers Local 28 Funds

Plan context: Smw Lu28 Welfare Fund

EIN 13-5530847 • Mineola, NY • 46 filings • 6 plans

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195 Mineola BlvdMineola, NY 11501
Current Snapshot

Latest Year

2024

2024 Participants

1,954

2024 Assets

$132,316,493

2024 Contributions

$70,578,639

Historical Graphs

Total Assets Over Time

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

$188,543,289$94,271,645$0199920122024YearValue
$132,316,493Latest year 2024

Participants Over Time

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

3,5831,7920199920122024YearValue
1,954Latest year 2024

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
202421,954$132,316,493$70,578,639$36,120iApproximate average salary by contribution assumption: employee only about $903,002 at 4% or $602,001 at 6%; with 50% employer match about $602,001 at 4% or $401,334 at 6%; with 100% employer match about $451,501 at 4% or $301,001 at 6%.
Smw Lu28 Welfare Fund-1,954$127,701,773$69,990,714$35,819iApproximate average salary by contribution assumption: employee only about $895,480 at 4% or $596,987 at 6%; with 50% employer match about $596,987 at 4% or $397,991 at 6%; with 100% employer match about $447,740 at 4% or $298,493 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-57$4,614,720$587,925$10,314iApproximate average salary by contribution assumption: employee only about $257,862 at 4% or $171,908 at 6%; with 50% employer match about $171,908 at 4% or $114,605 at 6%; with 100% employer match about $128,931 at 4% or $85,954 at 6%.
202321,873$138,242,129$64,507,380$34,441iApproximate average salary by contribution assumption: employee only about $861,017 at 4% or $574,011 at 6%; with 50% employer match about $574,011 at 4% or $382,674 at 6%; with 100% employer match about $430,508 at 4% or $287,006 at 6%.
Smw Lu28 Welfare Fund-1,873$134,509,419$63,945,363$34,141iApproximate average salary by contribution assumption: employee only about $853,515 at 4% or $569,010 at 6%; with 50% employer match about $569,010 at 4% or $379,340 at 6%; with 100% employer match about $426,758 at 4% or $284,505 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-58$3,732,710$562,017$9,690iApproximate average salary by contribution assumption: employee only about $242,249 at 4% or $161,499 at 6%; with 50% employer match about $161,499 at 4% or $107,666 at 6%; with 100% employer match about $121,124 at 4% or $80,750 at 6%.
202222,193$154,936,678$67,284,631$30,682iApproximate average salary by contribution assumption: employee only about $767,039 at 4% or $511,359 at 6%; with 50% employer match about $511,359 at 4% or $340,906 at 6%; with 100% employer match about $383,519 at 4% or $255,680 at 6%.
Smw Lu28 Welfare Fund-2,193$151,570,241$66,749,358$30,437iApproximate average salary by contribution assumption: employee only about $760,937 at 4% or $507,291 at 6%; with 50% employer match about $507,291 at 4% or $338,194 at 6%; with 100% employer match about $380,468 at 4% or $253,646 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-55$3,366,437$535,273$9,732iApproximate average salary by contribution assumption: employee only about $243,306 at 4% or $162,204 at 6%; with 50% employer match about $162,204 at 4% or $108,136 at 6%; with 100% employer match about $121,653 at 4% or $81,102 at 6%.
202122,866$188,543,289$70,620,084$24,641iApproximate average salary by contribution assumption: employee only about $616,016 at 4% or $410,677 at 6%; with 50% employer match about $410,677 at 4% or $273,785 at 6%; with 100% employer match about $308,008 at 4% or $205,339 at 6%.
Smw Lu28 Welfare Fund-2,866$184,952,808$70,115,881$24,465iApproximate average salary by contribution assumption: employee only about $611,618 at 4% or $407,745 at 6%; with 50% employer match about $407,745 at 4% or $271,830 at 6%; with 100% employer match about $305,809 at 4% or $203,873 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-55$3,590,481$504,203$9,167iApproximate average salary by contribution assumption: employee only about $229,183 at 4% or $152,789 at 6%; with 50% employer match about $152,789 at 4% or $101,859 at 6%; with 100% employer match about $114,592 at 4% or $76,394 at 6%.
202023,367$188,410,642$70,419,276$20,915iApproximate average salary by contribution assumption: employee only about $522,864 at 4% or $348,576 at 6%; with 50% employer match about $348,576 at 4% or $232,384 at 6%; with 100% employer match about $261,432 at 4% or $174,288 at 6%.
Smw Lu28 Welfare Fund-3,367$185,717,582$69,948,396$20,775iApproximate average salary by contribution assumption: employee only about $519,367 at 4% or $346,245 at 6%; with 50% employer match about $346,245 at 4% or $230,830 at 6%; with 100% employer match about $259,684 at 4% or $173,122 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-50$2,693,060$470,880$9,418iApproximate average salary by contribution assumption: employee only about $235,440 at 4% or $156,960 at 6%; with 50% employer match about $156,960 at 4% or $104,640 at 6%; with 100% employer match about $117,720 at 4% or $78,480 at 6%.
201923,535$184,188,977$80,648,445$22,814iApproximate average salary by contribution assumption: employee only about $570,357 at 4% or $380,238 at 6%; with 50% employer match about $380,238 at 4% or $253,492 at 6%; with 100% employer match about $285,178 at 4% or $190,119 at 6%.
Smw Lu28 Welfare Fund-3,535$182,137,022$80,325,998$22,723iApproximate average salary by contribution assumption: employee only about $568,076 at 4% or $378,718 at 6%; with 50% employer match about $378,718 at 4% or $252,478 at 6%; with 100% employer match about $284,038 at 4% or $189,359 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-35$2,051,955$322,447$9,213iApproximate average salary by contribution assumption: employee only about $230,319 at 4% or $153,546 at 6%; with 50% employer match about $153,546 at 4% or $102,364 at 6%; with 100% employer match about $115,160 at 4% or $76,773 at 6%.
201823,583$162,859,873$78,994,162$22,047iApproximate average salary by contribution assumption: employee only about $551,173 at 4% or $367,449 at 6%; with 50% employer match about $367,449 at 4% or $244,966 at 6%; with 100% employer match about $275,587 at 4% or $183,724 at 6%.
Smw Lu28 Welfare Fund-3,583$161,325,628$78,793,877$21,991iApproximate average salary by contribution assumption: employee only about $549,776 at 4% or $366,517 at 6%; with 50% employer match about $366,517 at 4% or $244,345 at 6%; with 100% employer match about $274,888 at 4% or $183,259 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-32$1,534,245$200,285$6,259iApproximate average salary by contribution assumption: employee only about $156,473 at 4% or $104,315 at 6%; with 50% employer match about $104,315 at 4% or $69,543 at 6%; with 100% employer match about $78,236 at 4% or $52,158 at 6%.
201723,356$160,917,995$72,590,780$21,630iApproximate average salary by contribution assumption: employee only about $540,754 at 4% or $360,502 at 6%; with 50% employer match about $360,502 at 4% or $240,335 at 6%; with 100% employer match about $270,377 at 4% or $180,251 at 6%.
Smw Lu28 Welfare Fund-3,356$159,492,130$72,304,271$21,545iApproximate average salary by contribution assumption: employee only about $538,619 at 4% or $359,080 at 6%; with 50% employer match about $359,080 at 4% or $239,386 at 6%; with 100% employer match about $269,310 at 4% or $179,540 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-27$1,425,865$286,509$10,611iApproximate average salary by contribution assumption: employee only about $265,286 at 4% or $176,857 at 6%; with 50% employer match about $176,857 at 4% or $117,905 at 6%; with 100% employer match about $132,643 at 4% or $88,429 at 6%.
201623,193$143,483,261$70,331,146$22,027iApproximate average salary by contribution assumption: employee only about $550,667 at 4% or $367,111 at 6%; with 50% employer match about $367,111 at 4% or $244,741 at 6%; with 100% employer match about $275,333 at 4% or $183,556 at 6%.
Smw Lu28 Welfare Fund-3,193$142,412,530$70,230,810$21,995iApproximate average salary by contribution assumption: employee only about $549,881 at 4% or $366,587 at 6%; with 50% employer match about $366,587 at 4% or $244,392 at 6%; with 100% employer match about $274,941 at 4% or $183,294 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-18$1,070,731$100,336$5,574iApproximate average salary by contribution assumption: employee only about $139,356 at 4% or $92,904 at 6%; with 50% employer match about $92,904 at 4% or $61,936 at 6%; with 100% employer match about $69,678 at 4% or $46,452 at 6%.
201523,244$132,464,827$63,834,531$19,678iApproximate average salary by contribution assumption: employee only about $491,943 at 4% or $327,962 at 6%; with 50% employer match about $327,962 at 4% or $218,641 at 6%; with 100% employer match about $245,972 at 4% or $163,981 at 6%.
Smw Lu28 Welfare Fund-3,244$131,501,040$63,742,434$19,649iApproximate average salary by contribution assumption: employee only about $491,233 at 4% or $327,489 at 6%; with 50% employer match about $327,489 at 4% or $218,326 at 6%; with 100% employer match about $245,617 at 4% or $163,744 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-20$963,787$92,097$4,605iApproximate average salary by contribution assumption: employee only about $115,121 at 4% or $76,748 at 6%; with 50% employer match about $76,748 at 4% or $51,165 at 6%; with 100% employer match about $57,561 at 4% or $38,374 at 6%.
201422,796$133,633,302$68,878,279$24,635iApproximate average salary by contribution assumption: employee only about $615,864 at 4% or $410,576 at 6%; with 50% employer match about $410,576 at 4% or $273,718 at 6%; with 100% employer match about $307,932 at 4% or $205,288 at 6%.
Smw Lu28 Welfare Fund-2,796$132,716,351$68,789,703$24,603iApproximate average salary by contribution assumption: employee only about $615,072 at 4% or $410,048 at 6%; with 50% employer match about $410,048 at 4% or $273,366 at 6%; with 100% employer match about $307,536 at 4% or $205,024 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-21$916,951$88,576$4,218iApproximate average salary by contribution assumption: employee only about $105,448 at 4% or $70,298 at 6%; with 50% employer match about $70,298 at 4% or $46,866 at 6%; with 100% employer match about $52,724 at 4% or $35,149 at 6%.
201322,649$117,042,783$65,970,585$24,904iApproximate average salary by contribution assumption: employee only about $622,599 at 4% or $415,066 at 6%; with 50% employer match about $415,066 at 4% or $276,711 at 6%; with 100% employer match about $311,299 at 4% or $207,533 at 6%.
Smw Lu28 Welfare Fund-2,649$116,192,805$65,879,992$24,870iApproximate average salary by contribution assumption: employee only about $621,744 at 4% or $414,496 at 6%; with 50% employer match about $414,496 at 4% or $276,331 at 6%; with 100% employer match about $310,872 at 4% or $207,248 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-20$849,978$90,593$4,530iApproximate average salary by contribution assumption: employee only about $113,241 at 4% or $75,494 at 6%; with 50% employer match about $75,494 at 4% or $50,329 at 6%; with 100% employer match about $56,621 at 4% or $37,747 at 6%.
201222,639$94,567,890$63,890,532$24,210iApproximate average salary by contribution assumption: employee only about $605,253 at 4% or $403,502 at 6%; with 50% employer match about $403,502 at 4% or $269,001 at 6%; with 100% employer match about $302,627 at 4% or $201,751 at 6%.
Smw Lu28 Welfare Fund-2,639$93,883,825$63,798,116$24,175iApproximate average salary by contribution assumption: employee only about $604,378 at 4% or $402,919 at 6%; with 50% employer match about $402,919 at 4% or $268,612 at 6%; with 100% employer match about $302,189 at 4% or $201,459 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-25$684,065$92,416$3,697iApproximate average salary by contribution assumption: employee only about $92,416 at 4% or $61,611 at 6%; with 50% employer match about $61,611 at 4% or $41,074 at 6%; with 100% employer match about $46,208 at 4% or $30,805 at 6%.
201122,547$75,044,639$58,575,186$22,998iApproximate average salary by contribution assumption: employee only about $574,943 at 4% or $383,295 at 6%; with 50% employer match about $383,295 at 4% or $255,530 at 6%; with 100% employer match about $287,471 at 4% or $191,648 at 6%.
Smw Lu28 Welfare Fund-2,547$74,478,745$58,500,989$22,969iApproximate average salary by contribution assumption: employee only about $574,215 at 4% or $382,810 at 6%; with 50% employer match about $382,810 at 4% or $255,207 at 6%; with 100% employer match about $287,107 at 4% or $191,405 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-24$565,894$74,197$3,092iApproximate average salary by contribution assumption: employee only about $77,289 at 4% or $51,526 at 6%; with 50% employer match about $51,526 at 4% or $34,350 at 6%; with 100% employer match about $38,644 at 4% or $25,763 at 6%.
201021,714$59,609,833$50,412,780$29,412iApproximate average salary by contribution assumption: employee only about $735,309 at 4% or $490,206 at 6%; with 50% employer match about $490,206 at 4% or $326,804 at 6%; with 100% employer match about $367,654 at 4% or $245,103 at 6%.
Smw Lu28 Welfare Fund-1,714$59,119,590$50,350,817$29,376iApproximate average salary by contribution assumption: employee only about $734,405 at 4% or $489,603 at 6%; with 50% employer match about $489,603 at 4% or $326,402 at 6%; with 100% employer match about $367,203 at 4% or $244,802 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-19$490,243$61,963$3,261iApproximate average salary by contribution assumption: employee only about $81,530 at 4% or $54,354 at 6%; with 50% employer match about $54,354 at 4% or $36,236 at 6%; with 100% employer match about $40,765 at 4% or $27,177 at 6%.
200922,203$56,691,491$53,656,086$24,356iApproximate average salary by contribution assumption: employee only about $608,898 at 4% or $405,932 at 6%; with 50% employer match about $405,932 at 4% or $270,621 at 6%; with 100% employer match about $304,449 at 4% or $202,966 at 6%.
Smw Lu28 Welfare Fund-2,203$56,281,263$53,586,526$24,324iApproximate average salary by contribution assumption: employee only about $608,109 at 4% or $405,406 at 6%; with 50% employer match about $405,406 at 4% or $270,270 at 6%; with 100% employer match about $304,054 at 4% or $202,703 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-24$410,228$69,560$2,898iApproximate average salary by contribution assumption: employee only about $72,458 at 4% or $48,306 at 6%; with 50% employer match about $48,306 at 4% or $32,204 at 6%; with 100% employer match about $36,229 at 4% or $24,153 at 6%.
200812,481$52,177,033$64,615,979$26,044iApproximate average salary by contribution assumption: employee only about $651,108 at 4% or $434,072 at 6%; with 50% employer match about $434,072 at 4% or $289,381 at 6%; with 100% employer match about $325,554 at 4% or $217,036 at 6%.
Smw Lu28 Welfare Fund-2,481$52,177,033$64,615,979$26,044iApproximate average salary by contribution assumption: employee only about $651,108 at 4% or $434,072 at 6%; with 50% employer match about $434,072 at 4% or $289,381 at 6%; with 100% employer match about $325,554 at 4% or $217,036 at 6%.
200722,372$37,248,128$59,668,868$25,156iApproximate average salary by contribution assumption: employee only about $628,888 at 4% or $419,258 at 6%; with 50% employer match about $419,258 at 4% or $279,506 at 6%; with 100% employer match about $314,444 at 4% or $209,629 at 6%.
Smw Lu28 Welfare Fund-2,372$36,957,316$59,562,152$25,111iApproximate average salary by contribution assumption: employee only about $627,763 at 4% or $418,509 at 6%; with 50% employer match about $418,509 at 4% or $279,006 at 6%; with 100% employer match about $313,881 at 4% or $209,254 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-26$290,812$106,716$4,104iApproximate average salary by contribution assumption: employee only about $102,612 at 4% or $68,408 at 6%; with 50% employer match about $68,408 at 4% or $45,605 at 6%; with 100% employer match about $51,306 at 4% or $34,204 at 6%.
200622,169$24,353,749$47,004,930$21,671iApproximate average salary by contribution assumption: employee only about $541,781 at 4% or $361,187 at 6%; with 50% employer match about $361,187 at 4% or $240,792 at 6%; with 100% employer match about $270,891 at 4% or $180,594 at 6%.
Smw Lu28 Welfare Fund-2,169$24,177,332$46,921,595$21,633iApproximate average salary by contribution assumption: employee only about $540,821 at 4% or $360,547 at 6%; with 50% employer match about $360,547 at 4% or $240,365 at 6%; with 100% employer match about $270,410 at 4% or $180,274 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-27$176,417$83,335$3,086iApproximate average salary by contribution assumption: employee only about $77,162 at 4% or $51,441 at 6%; with 50% employer match about $51,441 at 4% or $34,294 at 6%; with 100% employer match about $38,581 at 4% or $25,721 at 6%.
200522,283$22,851,874$46,053,928$20,173iApproximate average salary by contribution assumption: employee only about $504,314 at 4% or $336,209 at 6%; with 50% employer match about $336,209 at 4% or $224,139 at 6%; with 100% employer match about $252,157 at 4% or $168,105 at 6%.
Smw Lu28 Welfare Fund-2,283$22,769,519$45,998,516$20,148iApproximate average salary by contribution assumption: employee only about $503,707 at 4% or $335,805 at 6%; with 50% employer match about $335,805 at 4% or $223,870 at 6%; with 100% employer match about $251,853 at 4% or $167,902 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-23$82,355$55,412$2,409iApproximate average salary by contribution assumption: employee only about $60,230 at 4% or $40,154 at 6%; with 50% employer match about $40,154 at 4% or $26,769 at 6%; with 100% employer match about $30,115 at 4% or $20,077 at 6%.
200422,598$18,973,406$41,040,707$15,797iApproximate average salary by contribution assumption: employee only about $394,926 at 4% or $263,284 at 6%; with 50% employer match about $263,284 at 4% or $175,523 at 6%; with 100% employer match about $197,463 at 4% or $131,642 at 6%.
Smw Lu28 Welfare Fund-2,598$18,949,465$41,017,320$15,788iApproximate average salary by contribution assumption: employee only about $394,701 at 4% or $263,134 at 6%; with 50% employer match about $263,134 at 4% or $175,423 at 6%; with 100% employer match about $197,350 at 4% or $131,567 at 6%.
Sheet Metal Workers Local 28 Staff 401(K) Plan-28$23,941$23,387$835iApproximate average salary by contribution assumption: employee only about $20,881 at 4% or $13,921 at 6%; with 50% employer match about $13,921 at 4% or $9,281 at 6%; with 100% employer match about $10,441 at 4% or $6,960 at 6%.
200312,729$29,465,513$39,356,251$14,421iApproximate average salary by contribution assumption: employee only about $360,537 at 4% or $240,358 at 6%; with 50% employer match about $240,358 at 4% or $160,239 at 6%; with 100% employer match about $180,269 at 4% or $120,179 at 6%.
Smw Lu28 Welfare Fund-2,729$29,465,513$39,356,251$14,421iApproximate average salary by contribution assumption: employee only about $360,537 at 4% or $240,358 at 6%; with 50% employer match about $240,358 at 4% or $160,239 at 6%; with 100% employer match about $180,269 at 4% or $120,179 at 6%.
200212,836$37,813,423$23,375,497$8,242iApproximate average salary by contribution assumption: employee only about $206,060 at 4% or $137,374 at 6%; with 50% employer match about $137,374 at 4% or $91,582 at 6%; with 100% employer match about $103,030 at 4% or $68,687 at 6%.
Smw Lu28 Welfare Fund-2,836$37,813,423$23,375,497$8,242iApproximate average salary by contribution assumption: employee only about $206,060 at 4% or $137,374 at 6%; with 50% employer match about $137,374 at 4% or $91,582 at 6%; with 100% employer match about $103,030 at 4% or $68,687 at 6%.
200112,881$34,602,042$21,170,172$7,348iApproximate average salary by contribution assumption: employee only about $183,705 at 4% or $122,470 at 6%; with 50% employer match about $122,470 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,235 at 6%.
Smw Lu28 Welfare Fund-2,881$34,602,042$21,170,172$7,348iApproximate average salary by contribution assumption: employee only about $183,705 at 4% or $122,470 at 6%; with 50% employer match about $122,470 at 4% or $81,647 at 6%; with 100% employer match about $91,853 at 4% or $61,235 at 6%.
200012,910$48,332,427$20,824,438$7,156iApproximate average salary by contribution assumption: employee only about $178,904 at 4% or $119,269 at 6%; with 50% employer match about $119,269 at 4% or $79,513 at 6%; with 100% employer match about $89,452 at 4% or $59,635 at 6%.
Smw Lu28 Welfare Fund-2,910$48,332,427$20,824,438$7,156iApproximate average salary by contribution assumption: employee only about $178,904 at 4% or $119,269 at 6%; with 50% employer match about $119,269 at 4% or $79,513 at 6%; with 100% employer match about $89,452 at 4% or $59,635 at 6%.
199912,553$45,360,904$9,605,193$3,762iApproximate average salary by contribution assumption: employee only about $94,058 at 4% or $62,705 at 6%; with 50% employer match about $62,705 at 4% or $41,804 at 6%; with 100% employer match about $47,029 at 4% or $31,353 at 6%.
Smw Lu28 Welfare Fund-2,553$45,360,904$9,605,193$3,762iApproximate average salary by contribution assumption: employee only about $94,058 at 4% or $62,705 at 6%; with 50% employer match about $62,705 at 4% or $41,804 at 6%; with 100% employer match about $47,029 at 4% or $31,353 at 6%.