Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Smart Local Union No. 36 Pension Fund Pension Plan
Data updated 2026-08-25
- $311M
- Total assets Above avg plan size
- 1,249
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $248,860
- Avg per participant Above avg balance/head
Official DOL plan name: International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · Sponsored by Board of Trustees of Smart Local Union No. 36 Pension Fund · Missouri · Construction
$311M in assets, 1,249 participants
Board of Trustees of Smart Local Union No. 36 Pension Fund's International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund reported $311M in total assets and 1,249 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,574 in Construction (9,927 peers)
Where International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits by assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits in the top 5% of all filed plans by assets, $311M for 1,249 participants (~$248,860/participant), down 11.5% in 2022.
- #9,574
- in Construction (9,927 peers)
- -11.5%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $40M 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. 36 Pension Fund's outsized position by total assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$310,825,516 Top 3% higher than 97% 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. 36 Pension Fund'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. 36 Pension Fund lands in the large band (1,249 participants).
Form 5500 schedule snapshot
Filing strip 430727853 · Board of Trustees of Smart Local Union No. 36 Pension Fund PY 2022 · Defined Benefit (Pension)
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · $311M · 1,249 · 97th
- IND $311M
- EOY 1,249
- 5500 97th
- ASSETS Defined Benefit (Pension)
- PCT near Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan
- EIN ind #9574
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. 36 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $351M |
|---|---|
| Net Assets (End of Year) | $310M |
| Net Income | -$40M |
| Employer EIN | 430727853 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 19.983171201427364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,249 | $311M |
| 2023 | 1 | 1,245 | $343M |
| 2024 | 1 | 1,337 | $373M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 31,010
- Ameren Retirement Plan $4.4B · 10,080
- Co-Op Retirement Plan $3.4B · 15,460
- Carpenters Pension Trust Fund of St. Louis $3.3B · 8,767
- Emerson Electric Company Retirement Plan $3.1B · 4,763
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan in CA ($310M); by covered participants it is Oshkosh Corporation Hourly Employees' Retirement Plan in WI (1,248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($311M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,249 participants); asset peers above are excluded.
- Oshkosh Corporation Hourly Employees' Retirement Plan (WI) 1,248 · 1 off
- Kirby Pension Plan (TX) 1,248 · 1 off
- Ppl Retirement Plan (PA) 1,247 · 2 off
- Pension Plan for Employees of Skf USA Inc. (PA) 1,251 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.