Profit Sharing · DOL Form 5500 · 2022

Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
280
Participants Below avg headcount
90th
Percentile by assets National rank
$240,118
Avg per participant Above avg balance/head
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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.

  • #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.

#8,808
in Construction (9,927 peers)
-13.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Smart Local 137 Annuity Fund's outsized position by total assets

Smart Local 137 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$67,233,053 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smart Local 137 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Local 137 Annuity Fund sits mid-pack in the medium band (280 participants).

EBSA filing schedule strip

Filing strip 132866830 · Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund PY 2022 · Profit Sharing

Smart Local 137 Annuity Fund · $67M · 280 · 90th

  • BOY $67M
  • BOY 280
  • BOY 90th
  • BOY Profit Sharing
  • BOY near Commonwealth Health Corporation Retirement Savings Plan
  • BOY ind #8808

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in New York →

Smart Local 137 Annuity Fund in the asset neighbourhood

St. Croix Regional Medical Center 403(b) Retirement PlanSt. Croix Regional Medical C…$68MSmart Local 137 Annuity Fund$67MCommonwealth Health Corporation Retirement Savings PlanCommonwealth Health Corporat…$67MI.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$67MRoofers Local #2 Supplemental Pension PlanRoofers Local #2 Supplementa…$67M
End-of-year total assets ($M) among Smart Local 137 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$67M
Net Income-$11M
Employer EIN132866830
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$82M 22.00705507155833% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.2M $82M ▲ +22.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Smart Local 137 Annuity Fund, Total assets ($B): 0.067233053 · Participants: 280Smart Local 137 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Smart Local 137 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Smart Local 137 Annuity Fund side-by-side with 3 peers →

Smart Local 137 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Commonwealth Health Corporation Retirement Savings Plan in KY ($67M); by covered participants it is The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc. in WV (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smart Local 137 Annuity Fund assets move in 2022? ▼
Smart Local 137 Annuity Fund pulled back noticeably - down 13.8% during 2022, from $78M to $67M. Reported net income was -$11M.
How have Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's sponsor-wide assets grew 22.0%, from $67M to $82M.
Where does Smart Local 137 Annuity Fund rank by assets among Form 5500 filers? ▼
Smart Local 137 Annuity Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Smart Local 137 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Commonwealth Health Corporation Retirement Savings Plan in KY ($67M, 2,809 participants).
Which Profit Sharing plans cover a similar participant headcount to Smart Local 137 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc. in WV (280 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132866830.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.