Profit Sharing · DOL Form 5500 · 2022
Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $67M
- Total assets
- 280
- Participants
- 90th
- Percentile by assets
- $240,118
- Avg per participant
Official DOL plan name: Smart Local 137 Annuity Fund · Sponsored by Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund · New York · Construction
$67M in assets, 280 participants
Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's Smart Local 137 Annuity Fund reported $67M in total assets and 280 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 90th percentile by assets (of 139,126 plans)
- #8,808 in Construction (9,927 peers)
Coverage in New York
Smart Local 137 Annuity Fund covers 280 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $67M.
- $67M
- total plan assets (2022 EOY)
- 280
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $240,118
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Smart Local 137 Annuity Fund reports 280 participants - about 35% of that state average ($67M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$11M |
| Employer EIN | 132866830 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $67M |
| 2023 | 1 | 285 | $75M |
| 2024 | 1 | 283 | $82M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Smart Local 137 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Smart Local 137 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Smart Local 137 Annuity Fund assets move in 2022? ▼
How have Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plan assets changed over time? ▼
Where does Smart Local 137 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Smart Local 137 Annuity Fund? ▼
Next read for Smart Local 137 Annuity Fund
Filing takeaways
Ways to act on Smart Local 137 Annuity Fund's numbers.
- By total assets, Smart Local 137 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Construction plans