Sheet Metal Workers' Local 27 Educational Trust Fund Trustees
Plan context: Sheet Metal Workers Local 27 Educational Trust Fun
EIN 22-2568877 • Farmingdale, NJ • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
463
2024 Assets
$2,062,627
2024 Contributions
$1,097,941
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 463 | $2,062,627 | $1,097,941 | $2,371iApproximate average salary by contribution assumption: employee only about $59,284 at 4% or $39,523 at 6%; with 50% employer match about $39,523 at 4% or $26,348 at 6%; with 100% employer match about $29,642 at 4% or $19,761 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 463 | $2,062,627 | $1,097,941 | $2,371iApproximate average salary by contribution assumption: employee only about $59,284 at 4% or $39,523 at 6%; with 50% employer match about $39,523 at 4% or $26,348 at 6%; with 100% employer match about $29,642 at 4% or $19,761 at 6%. |
| 2023 | 1 | 435 | $2,068,726 | $1,070,841 | $2,462iApproximate average salary by contribution assumption: employee only about $61,543 at 4% or $41,028 at 6%; with 50% employer match about $41,028 at 4% or $27,352 at 6%; with 100% employer match about $30,771 at 4% or $20,514 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 435 | $2,068,726 | $1,070,841 | $2,462iApproximate average salary by contribution assumption: employee only about $61,543 at 4% or $41,028 at 6%; with 50% employer match about $41,028 at 4% or $27,352 at 6%; with 100% employer match about $30,771 at 4% or $20,514 at 6%. |
| 2022 | 1 | 423 | $1,844,597 | $960,227 | $2,270iApproximate average salary by contribution assumption: employee only about $56,751 at 4% or $37,834 at 6%; with 50% employer match about $37,834 at 4% or $25,223 at 6%; with 100% employer match about $28,376 at 4% or $18,917 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 423 | $1,844,597 | $960,227 | $2,270iApproximate average salary by contribution assumption: employee only about $56,751 at 4% or $37,834 at 6%; with 50% employer match about $37,834 at 4% or $25,223 at 6%; with 100% employer match about $28,376 at 4% or $18,917 at 6%. |
| 2021 | 1 | 464 | $1,700,706 | $856,283 | $1,845iApproximate average salary by contribution assumption: employee only about $46,136 at 4% or $30,757 at 6%; with 50% employer match about $30,757 at 4% or $20,505 at 6%; with 100% employer match about $23,068 at 4% or $15,379 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 464 | $1,700,706 | $856,283 | $1,845iApproximate average salary by contribution assumption: employee only about $46,136 at 4% or $30,757 at 6%; with 50% employer match about $30,757 at 4% or $20,505 at 6%; with 100% employer match about $23,068 at 4% or $15,379 at 6%. |
| 2020 | 1 | 470 | $1,682,464 | $789,250 | $1,679iApproximate average salary by contribution assumption: employee only about $41,981 at 4% or $27,988 at 6%; with 50% employer match about $27,988 at 4% or $18,658 at 6%; with 100% employer match about $20,991 at 4% or $13,994 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 470 | $1,682,464 | $789,250 | $1,679iApproximate average salary by contribution assumption: employee only about $41,981 at 4% or $27,988 at 6%; with 50% employer match about $27,988 at 4% or $18,658 at 6%; with 100% employer match about $20,991 at 4% or $13,994 at 6%. |
| 2019 | 1 | 454 | $1,732,507 | $1,035,730 | $2,281iApproximate average salary by contribution assumption: employee only about $57,034 at 4% or $38,022 at 6%; with 50% employer match about $38,022 at 4% or $25,348 at 6%; with 100% employer match about $28,517 at 4% or $19,011 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 454 | $1,732,507 | $1,035,730 | $2,281iApproximate average salary by contribution assumption: employee only about $57,034 at 4% or $38,022 at 6%; with 50% employer match about $38,022 at 4% or $25,348 at 6%; with 100% employer match about $28,517 at 4% or $19,011 at 6%. |
| 2018 | 1 | 480 | $1,613,651 | $956,078 | $1,992iApproximate average salary by contribution assumption: employee only about $49,796 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,599 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 480 | $1,613,651 | $956,078 | $1,992iApproximate average salary by contribution assumption: employee only about $49,796 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,599 at 6%. |
| 2017 | 1 | 435 | $1,393,388 | $1,023,339 | $2,353iApproximate average salary by contribution assumption: employee only about $58,813 at 4% or $39,208 at 6%; with 50% employer match about $39,208 at 4% or $26,139 at 6%; with 100% employer match about $29,406 at 4% or $19,604 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 435 | $1,393,388 | $1,023,339 | $2,353iApproximate average salary by contribution assumption: employee only about $58,813 at 4% or $39,208 at 6%; with 50% employer match about $39,208 at 4% or $26,139 at 6%; with 100% employer match about $29,406 at 4% or $19,604 at 6%. |
| 2016 | 1 | 461 | $1,129,985 | $987,399 | $2,142iApproximate average salary by contribution assumption: employee only about $53,547 at 4% or $35,698 at 6%; with 50% employer match about $35,698 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,849 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 461 | $1,129,985 | $987,399 | $2,142iApproximate average salary by contribution assumption: employee only about $53,547 at 4% or $35,698 at 6%; with 50% employer match about $35,698 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,849 at 6%. |
| 2015 | 1 | 478 | $946,653 | $819,352 | $1,714iApproximate average salary by contribution assumption: employee only about $42,853 at 4% or $28,569 at 6%; with 50% employer match about $28,569 at 4% or $19,046 at 6%; with 100% employer match about $21,427 at 4% or $14,284 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 478 | $946,653 | $819,352 | $1,714iApproximate average salary by contribution assumption: employee only about $42,853 at 4% or $28,569 at 6%; with 50% employer match about $28,569 at 4% or $19,046 at 6%; with 100% employer match about $21,427 at 4% or $14,284 at 6%. |
| 2014 | 1 | 308 | $845,124 | $710,119 | $2,306iApproximate average salary by contribution assumption: employee only about $57,640 at 4% or $38,426 at 6%; with 50% employer match about $38,426 at 4% or $25,618 at 6%; with 100% employer match about $28,820 at 4% or $19,213 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 308 | $845,124 | $710,119 | $2,306iApproximate average salary by contribution assumption: employee only about $57,640 at 4% or $38,426 at 6%; with 50% employer match about $38,426 at 4% or $25,618 at 6%; with 100% employer match about $28,820 at 4% or $19,213 at 6%. |
| 2013 | 1 | 370 | $867,855 | $627,683 | $1,696iApproximate average salary by contribution assumption: employee only about $42,411 at 4% or $28,274 at 6%; with 50% employer match about $28,274 at 4% or $18,849 at 6%; with 100% employer match about $21,206 at 4% or $14,137 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 370 | $867,855 | $627,683 | $1,696iApproximate average salary by contribution assumption: employee only about $42,411 at 4% or $28,274 at 6%; with 50% employer match about $28,274 at 4% or $18,849 at 6%; with 100% employer match about $21,206 at 4% or $14,137 at 6%. |
| 2012 | 1 | 540 | $1,067,745 | $554,365 | $1,027iApproximate average salary by contribution assumption: employee only about $25,665 at 4% or $17,110 at 6%; with 50% employer match about $17,110 at 4% or $11,407 at 6%; with 100% employer match about $12,833 at 4% or $8,555 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 540 | $1,067,745 | $554,365 | $1,027iApproximate average salary by contribution assumption: employee only about $25,665 at 4% or $17,110 at 6%; with 50% employer match about $17,110 at 4% or $11,407 at 6%; with 100% employer match about $12,833 at 4% or $8,555 at 6%. |
| 2011 | 1 | 557 | $1,346,717 | $588,852 | $1,057iApproximate average salary by contribution assumption: employee only about $26,430 at 4% or $17,620 at 6%; with 50% employer match about $17,620 at 4% or $11,746 at 6%; with 100% employer match about $13,215 at 4% or $8,810 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 557 | $1,346,717 | $588,852 | $1,057iApproximate average salary by contribution assumption: employee only about $26,430 at 4% or $17,620 at 6%; with 50% employer match about $17,620 at 4% or $11,746 at 6%; with 100% employer match about $13,215 at 4% or $8,810 at 6%. |
| 2010 | 1 | 659 | $1,617,510 | $473,525 | $719iApproximate average salary by contribution assumption: employee only about $17,964 at 4% or $11,976 at 6%; with 50% employer match about $11,976 at 4% or $7,984 at 6%; with 100% employer match about $8,982 at 4% or $5,988 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 659 | $1,617,510 | $473,525 | $719iApproximate average salary by contribution assumption: employee only about $17,964 at 4% or $11,976 at 6%; with 50% employer match about $11,976 at 4% or $7,984 at 6%; with 100% employer match about $8,982 at 4% or $5,988 at 6%. |
| 2009 | 1 | 607 | $1,880,570 | $548,891 | $904iApproximate average salary by contribution assumption: employee only about $22,607 at 4% or $15,071 at 6%; with 50% employer match about $15,071 at 4% or $10,047 at 6%; with 100% employer match about $11,303 at 4% or $7,536 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 607 | $1,880,570 | $548,891 | $904iApproximate average salary by contribution assumption: employee only about $22,607 at 4% or $15,071 at 6%; with 50% employer match about $15,071 at 4% or $10,047 at 6%; with 100% employer match about $11,303 at 4% or $7,536 at 6%. |
| 2008 | 1 | 637 | $2,044,337 | $690,734 | $1,084iApproximate average salary by contribution assumption: employee only about $27,109 at 4% or $18,073 at 6%; with 50% employer match about $18,073 at 4% or $12,048 at 6%; with 100% employer match about $13,554 at 4% or $9,036 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 637 | $2,044,337 | $690,734 | $1,084iApproximate average salary by contribution assumption: employee only about $27,109 at 4% or $18,073 at 6%; with 50% employer match about $18,073 at 4% or $12,048 at 6%; with 100% employer match about $13,554 at 4% or $9,036 at 6%. |
| 2007 | 1 | 634 | $2,332,759 | $697,836 | $1,101iApproximate average salary by contribution assumption: employee only about $27,517 at 4% or $18,345 at 6%; with 50% employer match about $18,345 at 4% or $12,230 at 6%; with 100% employer match about $13,759 at 4% or $9,172 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 634 | $2,332,759 | $697,836 | $1,101iApproximate average salary by contribution assumption: employee only about $27,517 at 4% or $18,345 at 6%; with 50% employer match about $18,345 at 4% or $12,230 at 6%; with 100% employer match about $13,759 at 4% or $9,172 at 6%. |
| 2006 | 1 | 633 | $2,285,360 | $700,658 | $1,107iApproximate average salary by contribution assumption: employee only about $27,672 at 4% or $18,448 at 6%; with 50% employer match about $18,448 at 4% or $12,299 at 6%; with 100% employer match about $13,836 at 4% or $9,224 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 633 | $2,285,360 | $700,658 | $1,107iApproximate average salary by contribution assumption: employee only about $27,672 at 4% or $18,448 at 6%; with 50% employer match about $18,448 at 4% or $12,299 at 6%; with 100% employer match about $13,836 at 4% or $9,224 at 6%. |
| 2005 | 1 | 679 | $2,273,024 | $727,744 | $1,072iApproximate average salary by contribution assumption: employee only about $26,795 at 4% or $17,863 at 6%; with 50% employer match about $17,863 at 4% or $11,909 at 6%; with 100% employer match about $13,397 at 4% or $8,932 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 679 | $2,273,024 | $727,744 | $1,072iApproximate average salary by contribution assumption: employee only about $26,795 at 4% or $17,863 at 6%; with 50% employer match about $17,863 at 4% or $11,909 at 6%; with 100% employer match about $13,397 at 4% or $8,932 at 6%. |
| 2004 | 1 | 694 | $2,227,310 | $702,338 | $1,012iApproximate average salary by contribution assumption: employee only about $25,300 at 4% or $16,867 at 6%; with 50% employer match about $16,867 at 4% or $11,245 at 6%; with 100% employer match about $12,650 at 4% or $8,433 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 694 | $2,227,310 | $702,338 | $1,012iApproximate average salary by contribution assumption: employee only about $25,300 at 4% or $16,867 at 6%; with 50% employer match about $16,867 at 4% or $11,245 at 6%; with 100% employer match about $12,650 at 4% or $8,433 at 6%. |
| 2003 | 1 | 725 | $2,264,892 | $724,930 | $1,000iApproximate average salary by contribution assumption: employee only about $24,998 at 4% or $16,665 at 6%; with 50% employer match about $16,665 at 4% or $11,110 at 6%; with 100% employer match about $12,499 at 4% or $8,333 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 725 | $2,264,892 | $724,930 | $1,000iApproximate average salary by contribution assumption: employee only about $24,998 at 4% or $16,665 at 6%; with 50% employer match about $16,665 at 4% or $11,110 at 6%; with 100% employer match about $12,499 at 4% or $8,333 at 6%. |
| 2002 | 1 | 692 | $2,178,504 | $743,944 | $1,075iApproximate average salary by contribution assumption: employee only about $26,877 at 4% or $17,918 at 6%; with 50% employer match about $17,918 at 4% or $11,945 at 6%; with 100% employer match about $13,438 at 4% or $8,959 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 692 | $2,178,504 | $743,944 | $1,075iApproximate average salary by contribution assumption: employee only about $26,877 at 4% or $17,918 at 6%; with 50% employer match about $17,918 at 4% or $11,945 at 6%; with 100% employer match about $13,438 at 4% or $8,959 at 6%. |
| 2001 | 1 | 659 | $1,944,044 | $689,281 | $1,046iApproximate average salary by contribution assumption: employee only about $26,149 at 4% or $17,432 at 6%; with 50% employer match about $17,432 at 4% or $11,622 at 6%; with 100% employer match about $13,074 at 4% or $8,716 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 659 | $1,944,044 | $689,281 | $1,046iApproximate average salary by contribution assumption: employee only about $26,149 at 4% or $17,432 at 6%; with 50% employer match about $17,432 at 4% or $11,622 at 6%; with 100% employer match about $13,074 at 4% or $8,716 at 6%. |
| 2000 | 1 | 624 | $1,741,675 | $630,222 | $1,010iApproximate average salary by contribution assumption: employee only about $25,249 at 4% or $16,833 at 6%; with 50% employer match about $16,833 at 4% or $11,222 at 6%; with 100% employer match about $12,625 at 4% or $8,416 at 6%. |
| Sheet Metal Workers Local 27 Educational Trust Fun | - | 624 | $1,741,675 | $630,222 | $1,010iApproximate average salary by contribution assumption: employee only about $25,249 at 4% or $16,833 at 6%; with 50% employer match about $16,833 at 4% or $11,222 at 6%; with 100% employer match about $12,625 at 4% or $8,416 at 6%. |