Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of Smart Local Union No. 36 Pension Fund Pension Plan
Data updated 2026-08-11
- $311M
- Total assets
- 1,249
- Participants
- 97th
- Percentile by assets
- $248,860
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $311M
- total plan assets (2022 EOY)
- 1,249
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $248,860
- avg assets per participant
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 vs the 2022 asset distribution
By assets, International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
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)
| 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.
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund by total assets, not by location.
Frequently Asked Questions
How did International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund assets move in 2022? ▼
How have Board of Trustees of Smart Local Union No. 36 Pension Fund plan assets changed over time? ▼
Where does International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's numbers.
- By total assets, International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Board of Trustees of Smart Local Union No. 36 Pension Fund's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Construction plans