BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 98 WELFARE PLAN
Plan context: Sheet Metal Workers Local 98 Welfare Fund
EIN 31-4397633 • Ona, WV • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
905
2024 Assets
$18,025,465
2024 Contributions
$16,087,092
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 | 905 | $18,025,465 | $16,087,092 | $17,776iApproximate average salary by contribution assumption: employee only about $444,395 at 4% or $296,263 at 6%; with 50% employer match about $296,263 at 4% or $197,509 at 6%; with 100% employer match about $222,197 at 4% or $148,132 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 905 | $18,025,465 | $16,087,092 | $17,776iApproximate average salary by contribution assumption: employee only about $444,395 at 4% or $296,263 at 6%; with 50% employer match about $296,263 at 4% or $197,509 at 6%; with 100% employer match about $222,197 at 4% or $148,132 at 6%. |
| 2023 | 1 | 691 | $13,120,627 | $10,448,283 | $15,121iApproximate average salary by contribution assumption: employee only about $378,013 at 4% or $252,009 at 6%; with 50% employer match about $252,009 at 4% or $168,006 at 6%; with 100% employer match about $189,007 at 4% or $126,004 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 691 | $13,120,627 | $10,448,283 | $15,121iApproximate average salary by contribution assumption: employee only about $378,013 at 4% or $252,009 at 6%; with 50% employer match about $252,009 at 4% or $168,006 at 6%; with 100% employer match about $189,007 at 4% or $126,004 at 6%. |
| 2022 | 1 | 691 | $14,847,191 | $10,550,832 | $15,269iApproximate average salary by contribution assumption: employee only about $381,723 at 4% or $254,482 at 6%; with 50% employer match about $254,482 at 4% or $169,655 at 6%; with 100% employer match about $190,862 at 4% or $127,241 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 691 | $14,847,191 | $10,550,832 | $15,269iApproximate average salary by contribution assumption: employee only about $381,723 at 4% or $254,482 at 6%; with 50% employer match about $254,482 at 4% or $169,655 at 6%; with 100% employer match about $190,862 at 4% or $127,241 at 6%. |
| 2021 | 1 | 632 | $15,445,033 | $9,440,713 | $14,938iApproximate average salary by contribution assumption: employee only about $373,446 at 4% or $248,964 at 6%; with 50% employer match about $248,964 at 4% or $165,976 at 6%; with 100% employer match about $186,723 at 4% or $124,482 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 632 | $15,445,033 | $9,440,713 | $14,938iApproximate average salary by contribution assumption: employee only about $373,446 at 4% or $248,964 at 6%; with 50% employer match about $248,964 at 4% or $165,976 at 6%; with 100% employer match about $186,723 at 4% or $124,482 at 6%. |
| 2020 | 1 | 679 | $15,700,407 | $10,102,103 | $14,878iApproximate average salary by contribution assumption: employee only about $371,948 at 4% or $247,965 at 6%; with 50% employer match about $247,965 at 4% or $165,310 at 6%; with 100% employer match about $185,974 at 4% or $123,983 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 679 | $15,700,407 | $10,102,103 | $14,878iApproximate average salary by contribution assumption: employee only about $371,948 at 4% or $247,965 at 6%; with 50% employer match about $247,965 at 4% or $165,310 at 6%; with 100% employer match about $185,974 at 4% or $123,983 at 6%. |
| 2019 | 1 | 644 | $14,400,827 | $9,782,353 | $15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,166 at 6%; with 50% employer match about $253,166 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 644 | $14,400,827 | $9,782,353 | $15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,166 at 6%; with 50% employer match about $253,166 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%. |
| 2018 | 1 | 535 | $12,307,687 | $7,911,953 | $14,789iApproximate average salary by contribution assumption: employee only about $369,717 at 4% or $246,478 at 6%; with 50% employer match about $246,478 at 4% or $164,319 at 6%; with 100% employer match about $184,859 at 4% or $123,239 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 535 | $12,307,687 | $7,911,953 | $14,789iApproximate average salary by contribution assumption: employee only about $369,717 at 4% or $246,478 at 6%; with 50% employer match about $246,478 at 4% or $164,319 at 6%; with 100% employer match about $184,859 at 4% or $123,239 at 6%. |
| 2017 | 1 | 530 | $13,423,151 | $8,886,815 | $16,768iApproximate average salary by contribution assumption: employee only about $419,189 at 4% or $279,460 at 6%; with 50% employer match about $279,460 at 4% or $186,306 at 6%; with 100% employer match about $209,595 at 4% or $139,730 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 530 | $13,423,151 | $8,886,815 | $16,768iApproximate average salary by contribution assumption: employee only about $419,189 at 4% or $279,460 at 6%; with 50% employer match about $279,460 at 4% or $186,306 at 6%; with 100% employer match about $209,595 at 4% or $139,730 at 6%. |
| 2016 | 1 | 518 | $12,332,806 | $8,222,556 | $15,874iApproximate average salary by contribution assumption: employee only about $396,842 at 4% or $264,561 at 6%; with 50% employer match about $264,561 at 4% or $176,374 at 6%; with 100% employer match about $198,421 at 4% or $132,281 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 518 | $12,332,806 | $8,222,556 | $15,874iApproximate average salary by contribution assumption: employee only about $396,842 at 4% or $264,561 at 6%; with 50% employer match about $264,561 at 4% or $176,374 at 6%; with 100% employer match about $198,421 at 4% or $132,281 at 6%. |
| 2015 | 1 | 441 | $11,318,943 | $6,368,782 | $14,442iApproximate average salary by contribution assumption: employee only about $361,042 at 4% or $240,695 at 6%; with 50% employer match about $240,695 at 4% or $160,463 at 6%; with 100% employer match about $180,521 at 4% or $120,347 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 441 | $11,318,943 | $6,368,782 | $14,442iApproximate average salary by contribution assumption: employee only about $361,042 at 4% or $240,695 at 6%; with 50% employer match about $240,695 at 4% or $160,463 at 6%; with 100% employer match about $180,521 at 4% or $120,347 at 6%. |
| 2014 | 1 | 444 | $11,354,217 | $5,913,009 | $13,318iApproximate average salary by contribution assumption: employee only about $332,940 at 4% or $221,960 at 6%; with 50% employer match about $221,960 at 4% or $147,973 at 6%; with 100% employer match about $166,470 at 4% or $110,980 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 444 | $11,354,217 | $5,913,009 | $13,318iApproximate average salary by contribution assumption: employee only about $332,940 at 4% or $221,960 at 6%; with 50% employer match about $221,960 at 4% or $147,973 at 6%; with 100% employer match about $166,470 at 4% or $110,980 at 6%. |
| 2013 | 1 | 497 | $12,147,064 | $6,698,213 | $13,477iApproximate average salary by contribution assumption: employee only about $336,932 at 4% or $224,621 at 6%; with 50% employer match about $224,621 at 4% or $149,748 at 6%; with 100% employer match about $168,466 at 4% or $112,311 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 497 | $12,147,064 | $6,698,213 | $13,477iApproximate average salary by contribution assumption: employee only about $336,932 at 4% or $224,621 at 6%; with 50% employer match about $224,621 at 4% or $149,748 at 6%; with 100% employer match about $168,466 at 4% or $112,311 at 6%. |
| 2012 | 1 | 527 | $12,413,827 | $6,597,023 | $12,518iApproximate average salary by contribution assumption: employee only about $312,952 at 4% or $208,635 at 6%; with 50% employer match about $208,635 at 4% or $139,090 at 6%; with 100% employer match about $156,476 at 4% or $104,317 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 527 | $12,413,827 | $6,597,023 | $12,518iApproximate average salary by contribution assumption: employee only about $312,952 at 4% or $208,635 at 6%; with 50% employer match about $208,635 at 4% or $139,090 at 6%; with 100% employer match about $156,476 at 4% or $104,317 at 6%. |
| 2011 | 1 | 530 | $13,351,435 | $7,210,286 | $13,604iApproximate average salary by contribution assumption: employee only about $340,108 at 4% or $226,739 at 6%; with 50% employer match about $226,739 at 4% or $151,159 at 6%; with 100% employer match about $170,054 at 4% or $113,369 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 530 | $13,351,435 | $7,210,286 | $13,604iApproximate average salary by contribution assumption: employee only about $340,108 at 4% or $226,739 at 6%; with 50% employer match about $226,739 at 4% or $151,159 at 6%; with 100% employer match about $170,054 at 4% or $113,369 at 6%. |
| 2010 | 1 | 568 | $12,806,790 | $6,426,216 | $11,314iApproximate average salary by contribution assumption: employee only about $282,844 at 4% or $188,563 at 6%; with 50% employer match about $188,563 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 568 | $12,806,790 | $6,426,216 | $11,314iApproximate average salary by contribution assumption: employee only about $282,844 at 4% or $188,563 at 6%; with 50% employer match about $188,563 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%. |
| 2009 | 1 | 654 | $13,291,238 | $6,252,553 | $9,560iApproximate average salary by contribution assumption: employee only about $239,012 at 4% or $159,341 at 6%; with 50% employer match about $159,341 at 4% or $106,228 at 6%; with 100% employer match about $119,506 at 4% or $79,671 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 654 | $13,291,238 | $6,252,553 | $9,560iApproximate average salary by contribution assumption: employee only about $239,012 at 4% or $159,341 at 6%; with 50% employer match about $159,341 at 4% or $106,228 at 6%; with 100% employer match about $119,506 at 4% or $79,671 at 6%. |
| 2008 | 1 | 667 | $14,411,944 | $8,030,602 | $12,040iApproximate average salary by contribution assumption: employee only about $300,997 at 4% or $200,665 at 6%; with 50% employer match about $200,665 at 4% or $133,776 at 6%; with 100% employer match about $150,499 at 4% or $100,332 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 667 | $14,411,944 | $8,030,602 | $12,040iApproximate average salary by contribution assumption: employee only about $300,997 at 4% or $200,665 at 6%; with 50% employer match about $200,665 at 4% or $133,776 at 6%; with 100% employer match about $150,499 at 4% or $100,332 at 6%. |
| 2007 | 1 | 667 | $14,319,563 | $8,322,008 | $12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,960 at 4% or $103,973 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 667 | $14,319,563 | $8,322,008 | $12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,960 at 4% or $103,973 at 6%. |
| 2006 | 1 | 737 | $11,789,762 | $7,886,314 | $10,701iApproximate average salary by contribution assumption: employee only about $267,514 at 4% or $178,343 at 6%; with 50% employer match about $178,343 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 737 | $11,789,762 | $7,886,314 | $10,701iApproximate average salary by contribution assumption: employee only about $267,514 at 4% or $178,343 at 6%; with 50% employer match about $178,343 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%. |
| 2005 | 1 | 729 | $9,580,330 | $8,801,291 | $12,073iApproximate average salary by contribution assumption: employee only about $301,828 at 4% or $201,218 at 6%; with 50% employer match about $201,218 at 4% or $134,146 at 6%; with 100% employer match about $150,914 at 4% or $100,609 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 729 | $9,580,330 | $8,801,291 | $12,073iApproximate average salary by contribution assumption: employee only about $301,828 at 4% or $201,218 at 6%; with 50% employer match about $201,218 at 4% or $134,146 at 6%; with 100% employer match about $150,914 at 4% or $100,609 at 6%. |
| 2004 | 1 | 705 | $8,170,307 | $7,199,495 | $10,212iApproximate average salary by contribution assumption: employee only about $255,301 at 4% or $170,201 at 6%; with 50% employer match about $170,201 at 4% or $113,467 at 6%; with 100% employer match about $127,651 at 4% or $85,100 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 705 | $8,170,307 | $7,199,495 | $10,212iApproximate average salary by contribution assumption: employee only about $255,301 at 4% or $170,201 at 6%; with 50% employer match about $170,201 at 4% or $113,467 at 6%; with 100% employer match about $127,651 at 4% or $85,100 at 6%. |
| 2003 | 1 | 790 | $8,114,507 | $6,505,111 | $8,234iApproximate average salary by contribution assumption: employee only about $205,858 at 4% or $137,239 at 6%; with 50% employer match about $137,239 at 4% or $91,492 at 6%; with 100% employer match about $102,929 at 4% or $68,619 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 790 | $8,114,507 | $6,505,111 | $8,234iApproximate average salary by contribution assumption: employee only about $205,858 at 4% or $137,239 at 6%; with 50% employer match about $137,239 at 4% or $91,492 at 6%; with 100% employer match about $102,929 at 4% or $68,619 at 6%. |
| 2002 | 1 | 844 | $8,425,507 | $6,775,815 | $8,028iApproximate average salary by contribution assumption: employee only about $200,705 at 4% or $133,804 at 6%; with 50% employer match about $133,804 at 4% or $89,202 at 6%; with 100% employer match about $100,353 at 4% or $66,902 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 844 | $8,425,507 | $6,775,815 | $8,028iApproximate average salary by contribution assumption: employee only about $200,705 at 4% or $133,804 at 6%; with 50% employer match about $133,804 at 4% or $89,202 at 6%; with 100% employer match about $100,353 at 4% or $66,902 at 6%. |
| 2001 | 1 | 825 | $8,947,418 | $6,667,784 | $8,082iApproximate average salary by contribution assumption: employee only about $202,054 at 4% or $134,703 at 6%; with 50% employer match about $134,703 at 4% or $89,802 at 6%; with 100% employer match about $101,027 at 4% or $67,351 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 825 | $8,947,418 | $6,667,784 | $8,082iApproximate average salary by contribution assumption: employee only about $202,054 at 4% or $134,703 at 6%; with 50% employer match about $134,703 at 4% or $89,802 at 6%; with 100% employer match about $101,027 at 4% or $67,351 at 6%. |
| 2000 | 1 | 839 | $8,252,522 | $5,941,309 | $7,081iApproximate average salary by contribution assumption: employee only about $177,035 at 4% or $118,024 at 6%; with 50% employer match about $118,024 at 4% or $78,682 at 6%; with 100% employer match about $88,518 at 4% or $59,012 at 6%. |
| Sheet Metal Workers Local 98 Welfare Fund | - | 839 | $8,252,522 | $5,941,309 | $7,081iApproximate average salary by contribution assumption: employee only about $177,035 at 4% or $118,024 at 6%; with 50% employer match about $118,024 at 4% or $78,682 at 6%; with 100% employer match about $88,518 at 4% or $59,012 at 6%. |