SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND

Plan Contact

  • Address: 900 COMMERCE DRIVE,CLIFTON PARK,NY
  • Contact person: ROBERT MONAHAN
  • Phone: (518) 489-1377

Plan General Information

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is $38,445,832.00.This plan was established in 1993.

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is 366

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is $105,043.00

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is approximately $6,090.00
Investing in this additonal $6,090.00 for 20 years would give you extra $389,808.00, assuming a 10% annual return.

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is 13.95%.

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is 18.23%. This measures the effectiveness of the plan participants' investments in the year.

SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND is 0.22%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …