401(k) · DOL Form 5500 · 2022
Board of Trustees of Smart Local Union No. 36 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $180M
- Total assets Near avg plan size
- 2,930
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $61,474
- Avg per participant Low balance/head
Official DOL plan name: International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · Sponsored by Board of Trustees of Smart Local Union No. 36 401(k) Plan · Missouri · Construction
$180M in assets, 2,930 participants
Board of Trustees of Smart Local Union No. 36 401(k) Plan's International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported $180M in total assets and 2,930 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,378 in Construction (9,927 peers)
Coverage in Missouri
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. covers 2,930 participants in Missouri, 4.0x the typical Missouri plan (state average ~737 per filing). Assets: $180M.
- #9,378
- in Construction (9,927 peers)
- -14.5%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s outsized position by total assets
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$180,119,768 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. lands in the large band (2,930 participants).
DOL schedule card
Filing strip 431758027 · Board of Trustees of Smart Local Union No. 36 401(k) Plan PY 2022 · 401(k)
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · $180M · 2,930 · 95th
- PHOTO $180M
- IND 2,930
- EOY 95th
- 5500 401(k)
- ASSETS near Drw Trading Group Profit Sharing and Salary Deferral Plan
- PCT ind #9378
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 Missouri →
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $180M |
| Net Income | -$31M |
| Employer EIN | 431758027 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 401(k) Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 18.805128041248643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,930 | $180M |
| 2023 | 1 | 3,081 | $200M |
| 2024 | 1 | 2,926 | $214M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Drw Trading Group Profit Sharing and Salary Deferral Plan in IL ($180M); by covered participants it is Atlantic Automotive Corp. 401(k) Plan in MD (2,931 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($180M here).
- Drw Trading Group Profit Sharing and Salary Deferral Plan (IL) $180M · 829
- Crystal Run Healthcare Physicians LLP Retirement Plan (MN) $180M · 2,344
- Agiliti 401(k) (MN) $180M · 3,914
- Credit Acceptance Corporation 401(k) Plan and Trust (MI) $180M · 2,078
Similar participant headcount
Nearest other-state filings by covered participants (2,930 participants); asset peers above are excluded.
- Atlantic Automotive Corp. 401(k) Plan (MD) 2,931 · 1 off
- Portland General Electric Company 401(k) Plan (OR) 2,928 · 2 off
- Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan (TX) 2,927 · 3 off
- Tuesday Morning, Inc. 401(k) Profit Sharing Plan (TX) 2,927 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.