401(k) · DOL Form 5500 · 2022
Board of Trustees of Smart Local Union No. 36 401(k) Plan 401(k) Plan
Data updated 2026-08-11
- $180M
- Total assets
- 2,930
- Participants
- 95th
- Percentile by assets
- $61,474
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $180M
- total plan assets (2022 EOY)
- 2,930
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $61,474
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reports 2,930 participants - 4.0x that state average ($180M EOY assets).
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)
| 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.
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. by total assets, not by location.
- 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
Frequently Asked Questions
How did International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. assets move in 2022? ▼
How have Board of Trustees of Smart Local Union No. 36 401(k) Plan plan assets changed over time? ▼
Where does International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.? ▼
Next read for International Association of Sheet Metal…
Filing takeaways
Ways to act on International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s numbers.
- By total assets, International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Board of Trustees of Smart Local Union No. 36 401(k) Plan's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Construction plans