Civic Intelligence

Fox Valley Sheet Metal

Plan context: Fox Valley Sheet Metal Health Fund

EIN 39-6095127 • Waukesha, WI • 25 filings • 1 plans

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2201 Springdale RoadWaukesha, WI 53186
Current Snapshot

Latest Year

2023

2023 Participants

745

2023 Assets

$19,805,022

2023 Contributions

$14,558,353

Historical Graphs

Total Assets Over Time

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

$19,805,022$9,902,511$0199920112023YearValue
$19,805,022Latest year 2023

Participants Over Time

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

7453730199920112023YearValue
745Latest year 2023

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
20231745$19,805,022$14,558,353$19,541iApproximate average salary by contribution assumption: employee only about $488,535 at 4% or $325,690 at 6%; with 50% employer match about $325,690 at 4% or $217,127 at 6%; with 100% employer match about $244,268 at 4% or $162,845 at 6%.
Fox Valley Sheet Metal Health Fund-745$19,805,022$14,558,353$19,541iApproximate average salary by contribution assumption: employee only about $488,535 at 4% or $325,690 at 6%; with 50% employer match about $325,690 at 4% or $217,127 at 6%; with 100% employer match about $244,268 at 4% or $162,845 at 6%.
20221740$18,187,113$14,154,773$19,128iApproximate average salary by contribution assumption: employee only about $478,202 at 4% or $318,801 at 6%; with 50% employer match about $318,801 at 4% or $212,534 at 6%; with 100% employer match about $239,101 at 4% or $159,401 at 6%.
Fox Valley Sheet Metal Health Fund-740$18,187,113$14,154,773$19,128iApproximate average salary by contribution assumption: employee only about $478,202 at 4% or $318,801 at 6%; with 50% employer match about $318,801 at 4% or $212,534 at 6%; with 100% employer match about $239,101 at 4% or $159,401 at 6%.
20211673$17,147,311$12,548,679$18,646iApproximate average salary by contribution assumption: employee only about $466,147 at 4% or $310,765 at 6%; with 50% employer match about $310,765 at 4% or $207,176 at 6%; with 100% employer match about $233,074 at 4% or $155,382 at 6%.
Fox Valley Sheet Metal Health Fund-673$17,147,311$12,548,679$18,646iApproximate average salary by contribution assumption: employee only about $466,147 at 4% or $310,765 at 6%; with 50% employer match about $310,765 at 4% or $207,176 at 6%; with 100% employer match about $233,074 at 4% or $155,382 at 6%.
20201667$16,705,797$11,810,173$17,706iApproximate average salary by contribution assumption: employee only about $442,660 at 4% or $295,107 at 6%; with 50% employer match about $295,107 at 4% or $196,738 at 6%; with 100% employer match about $221,330 at 4% or $147,553 at 6%.
Fox Valley Sheet Metal Health Fund-667$16,705,797$11,810,173$17,706iApproximate average salary by contribution assumption: employee only about $442,660 at 4% or $295,107 at 6%; with 50% employer match about $295,107 at 4% or $196,738 at 6%; with 100% employer match about $221,330 at 4% or $147,553 at 6%.
20191667$15,192,504$11,840,340$17,752iApproximate average salary by contribution assumption: employee only about $443,791 at 4% or $295,861 at 6%; with 50% employer match about $295,861 at 4% or $197,240 at 6%; with 100% employer match about $221,895 at 4% or $147,930 at 6%.
Fox Valley Sheet Metal Health Fund-667$15,192,504$11,840,340$17,752iApproximate average salary by contribution assumption: employee only about $443,791 at 4% or $295,861 at 6%; with 50% employer match about $295,861 at 4% or $197,240 at 6%; with 100% employer match about $221,895 at 4% or $147,930 at 6%.
20181626$12,449,881$11,035,493$17,629iApproximate average salary by contribution assumption: employee only about $440,715 at 4% or $293,810 at 6%; with 50% employer match about $293,810 at 4% or $195,873 at 6%; with 100% employer match about $220,357 at 4% or $146,905 at 6%.
Fox Valley Sheet Metal Health Fund-626$12,449,881$11,035,493$17,629iApproximate average salary by contribution assumption: employee only about $440,715 at 4% or $293,810 at 6%; with 50% employer match about $293,810 at 4% or $195,873 at 6%; with 100% employer match about $220,357 at 4% or $146,905 at 6%.
20171630$11,620,676$11,033,659$17,514iApproximate average salary by contribution assumption: employee only about $437,844 at 4% or $291,896 at 6%; with 50% employer match about $291,896 at 4% or $194,597 at 6%; with 100% employer match about $218,922 at 4% or $145,948 at 6%.
Fox Valley Sheet Metal Health Fund-630$11,620,676$11,033,659$17,514iApproximate average salary by contribution assumption: employee only about $437,844 at 4% or $291,896 at 6%; with 50% employer match about $291,896 at 4% or $194,597 at 6%; with 100% employer match about $218,922 at 4% or $145,948 at 6%.
20161594$9,676,846$9,003,316$15,157iApproximate average salary by contribution assumption: employee only about $378,927 at 4% or $252,618 at 6%; with 50% employer match about $252,618 at 4% or $168,412 at 6%; with 100% employer match about $189,464 at 4% or $126,309 at 6%.
Fox Valley Sheet Metal Health Fund-594$9,676,846$9,003,316$15,157iApproximate average salary by contribution assumption: employee only about $378,927 at 4% or $252,618 at 6%; with 50% employer match about $252,618 at 4% or $168,412 at 6%; with 100% employer match about $189,464 at 4% or $126,309 at 6%.
20151607$10,861,124$8,735,564$14,391iApproximate average salary by contribution assumption: employee only about $359,784 at 4% or $239,856 at 6%; with 50% employer match about $239,856 at 4% or $159,904 at 6%; with 100% employer match about $179,892 at 4% or $119,928 at 6%.
Fox Valley Sheet Metal Health Fund-607$10,861,124$8,735,564$14,391iApproximate average salary by contribution assumption: employee only about $359,784 at 4% or $239,856 at 6%; with 50% employer match about $239,856 at 4% or $159,904 at 6%; with 100% employer match about $179,892 at 4% or $119,928 at 6%.
20141577$11,950,509$8,225,129$14,255iApproximate average salary by contribution assumption: employee only about $356,375 at 4% or $237,583 at 6%; with 50% employer match about $237,583 at 4% or $158,389 at 6%; with 100% employer match about $178,187 at 4% or $118,792 at 6%.
Fox Valley Sheet Metal Health Fund-577$11,950,509$8,225,129$14,255iApproximate average salary by contribution assumption: employee only about $356,375 at 4% or $237,583 at 6%; with 50% employer match about $237,583 at 4% or $158,389 at 6%; with 100% employer match about $178,187 at 4% or $118,792 at 6%.
20131548$12,215,237$8,086,898$14,757iApproximate average salary by contribution assumption: employee only about $368,928 at 4% or $245,952 at 6%; with 50% employer match about $245,952 at 4% or $163,968 at 6%; with 100% employer match about $184,464 at 4% or $122,976 at 6%.
Fox Valley Sheet Metal Health Fund-548$12,215,237$8,086,898$14,757iApproximate average salary by contribution assumption: employee only about $368,928 at 4% or $245,952 at 6%; with 50% employer match about $245,952 at 4% or $163,968 at 6%; with 100% employer match about $184,464 at 4% or $122,976 at 6%.
20121557$11,375,854$7,712,859$13,847iApproximate average salary by contribution assumption: employee only about $346,179 at 4% or $230,786 at 6%; with 50% employer match about $230,786 at 4% or $153,857 at 6%; with 100% employer match about $173,089 at 4% or $115,393 at 6%.
Fox Valley Sheet Metal Health Fund-557$11,375,854$7,712,859$13,847iApproximate average salary by contribution assumption: employee only about $346,179 at 4% or $230,786 at 6%; with 50% employer match about $230,786 at 4% or $153,857 at 6%; with 100% employer match about $173,089 at 4% or $115,393 at 6%.
20111518$11,414,148$7,330,111$14,151iApproximate average salary by contribution assumption: employee only about $353,770 at 4% or $235,847 at 6%; with 50% employer match about $235,847 at 4% or $157,231 at 6%; with 100% employer match about $176,885 at 4% or $117,923 at 6%.
Fox Valley Sheet Metal Health Fund-518$11,414,148$7,330,111$14,151iApproximate average salary by contribution assumption: employee only about $353,770 at 4% or $235,847 at 6%; with 50% employer match about $235,847 at 4% or $157,231 at 6%; with 100% employer match about $176,885 at 4% or $117,923 at 6%.
20101519$10,946,522$7,557,310$14,561iApproximate average salary by contribution assumption: employee only about $364,032 at 4% or $242,688 at 6%; with 50% employer match about $242,688 at 4% or $161,792 at 6%; with 100% employer match about $182,016 at 4% or $121,344 at 6%.
Fox Valley Sheet Metal Health Fund-519$10,946,522$7,557,310$14,561iApproximate average salary by contribution assumption: employee only about $364,032 at 4% or $242,688 at 6%; with 50% employer match about $242,688 at 4% or $161,792 at 6%; with 100% employer match about $182,016 at 4% or $121,344 at 6%.
20091537$9,665,846$6,631,415$12,349iApproximate average salary by contribution assumption: employee only about $308,725 at 4% or $205,817 at 6%; with 50% employer match about $205,817 at 4% or $137,211 at 6%; with 100% employer match about $154,363 at 4% or $102,908 at 6%.
Fox Valley Sheet Metal Health Fund-537$9,665,846$6,631,415$12,349iApproximate average salary by contribution assumption: employee only about $308,725 at 4% or $205,817 at 6%; with 50% employer match about $205,817 at 4% or $137,211 at 6%; with 100% employer match about $154,363 at 4% or $102,908 at 6%.
20081589$10,123,293$7,851,706$13,331iApproximate average salary by contribution assumption: employee only about $333,264 at 4% or $222,176 at 6%; with 50% employer match about $222,176 at 4% or $148,117 at 6%; with 100% employer match about $166,632 at 4% or $111,088 at 6%.
Fox Valley Sheet Metal Health Fund-589$10,123,293$7,851,706$13,331iApproximate average salary by contribution assumption: employee only about $333,264 at 4% or $222,176 at 6%; with 50% employer match about $222,176 at 4% or $148,117 at 6%; with 100% employer match about $166,632 at 4% or $111,088 at 6%.
20071571$9,111,297$7,942,252$13,909iApproximate average salary by contribution assumption: employee only about $347,734 at 4% or $231,823 at 6%; with 50% employer match about $231,823 at 4% or $154,549 at 6%; with 100% employer match about $173,867 at 4% or $115,911 at 6%.
Fox Valley Sheet Metal Health Fund-571$9,111,297$7,942,252$13,909iApproximate average salary by contribution assumption: employee only about $347,734 at 4% or $231,823 at 6%; with 50% employer match about $231,823 at 4% or $154,549 at 6%; with 100% employer match about $173,867 at 4% or $115,911 at 6%.
20061590$7,355,786$7,309,662$12,389iApproximate average salary by contribution assumption: employee only about $309,731 at 4% or $206,488 at 6%; with 50% employer match about $206,488 at 4% or $137,658 at 6%; with 100% employer match about $154,866 at 4% or $103,244 at 6%.
Fox Valley Sheet Metal Health Fund-590$7,355,786$7,309,662$12,389iApproximate average salary by contribution assumption: employee only about $309,731 at 4% or $206,488 at 6%; with 50% employer match about $206,488 at 4% or $137,658 at 6%; with 100% employer match about $154,866 at 4% or $103,244 at 6%.
20051528$5,217,268$6,447,209$12,211iApproximate average salary by contribution assumption: employee only about $305,266 at 4% or $203,510 at 6%; with 50% employer match about $203,510 at 4% or $135,674 at 6%; with 100% employer match about $152,633 at 4% or $101,755 at 6%.
Fox Valley Sheet Metal Health Fund-528$5,217,268$6,447,209$12,211iApproximate average salary by contribution assumption: employee only about $305,266 at 4% or $203,510 at 6%; with 50% employer match about $203,510 at 4% or $135,674 at 6%; with 100% employer match about $152,633 at 4% or $101,755 at 6%.
20041544$4,301,946$5,636,577$10,361iApproximate average salary by contribution assumption: employee only about $259,034 at 4% or $172,689 at 6%; with 50% employer match about $172,689 at 4% or $115,126 at 6%; with 100% employer match about $129,517 at 4% or $86,345 at 6%.
Fox Valley Sheet Metal Health Fund-544$4,301,946$5,636,577$10,361iApproximate average salary by contribution assumption: employee only about $259,034 at 4% or $172,689 at 6%; with 50% employer match about $172,689 at 4% or $115,126 at 6%; with 100% employer match about $129,517 at 4% or $86,345 at 6%.
20031544$3,819,973$5,128,880$9,428iApproximate average salary by contribution assumption: employee only about $235,702 at 4% or $157,135 at 6%; with 50% employer match about $157,135 at 4% or $104,757 at 6%; with 100% employer match about $117,851 at 4% or $78,567 at 6%.
Fox Valley Sheet Metal Health Fund-544$3,819,973$5,128,880$9,428iApproximate average salary by contribution assumption: employee only about $235,702 at 4% or $157,135 at 6%; with 50% employer match about $157,135 at 4% or $104,757 at 6%; with 100% employer match about $117,851 at 4% or $78,567 at 6%.
20021602$3,770,613$4,899,053$8,138iApproximate average salary by contribution assumption: employee only about $203,449 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,816 at 6%.
Fox Valley Sheet Metal Health Fund-602$3,770,613$4,899,053$8,138iApproximate average salary by contribution assumption: employee only about $203,449 at 4% or $135,633 at 6%; with 50% employer match about $135,633 at 4% or $90,422 at 6%; with 100% employer match about $101,725 at 4% or $67,816 at 6%.
20011708$4,526,939$4,314,044$6,093iApproximate average salary by contribution assumption: employee only about $152,332 at 4% or $101,555 at 6%; with 50% employer match about $101,555 at 4% or $67,703 at 6%; with 100% employer match about $76,166 at 4% or $50,777 at 6%.
Fox Valley Sheet Metal Health Fund-708$4,526,939$4,314,044$6,093iApproximate average salary by contribution assumption: employee only about $152,332 at 4% or $101,555 at 6%; with 50% employer match about $101,555 at 4% or $67,703 at 6%; with 100% employer match about $76,166 at 4% or $50,777 at 6%.
20001706$4,687,048$3,683,041$5,217iApproximate average salary by contribution assumption: employee only about $130,419 at 4% or $86,946 at 6%; with 50% employer match about $86,946 at 4% or $57,964 at 6%; with 100% employer match about $65,210 at 4% or $43,473 at 6%.
Fox Valley Sheet Metal Health Fund-706$4,687,048$3,683,041$5,217iApproximate average salary by contribution assumption: employee only about $130,419 at 4% or $86,946 at 6%; with 50% employer match about $86,946 at 4% or $57,964 at 6%; with 100% employer match about $65,210 at 4% or $43,473 at 6%.
19991603$4,345,392$3,479,626$5,771iApproximate average salary by contribution assumption: employee only about $144,263 at 4% or $96,175 at 6%; with 50% employer match about $96,175 at 4% or $64,117 at 6%; with 100% employer match about $72,132 at 4% or $48,088 at 6%.
Fox Valley Sheet Metal Health Fund-603$4,345,392$3,479,626$5,771iApproximate average salary by contribution assumption: employee only about $144,263 at 4% or $96,175 at 6%; with 50% employer match about $96,175 at 4% or $64,117 at 6%; with 100% employer match about $72,132 at 4% or $48,088 at 6%.