Money Purchase · DOL Form 5500 · 2022
Smart Local 104, District 3 401(a) Money Purchase Plan
Data updated 2026-08-11
- $19M
- Total assets
- 1,059
- Participants
- 77th
- Percentile by assets
- $18,091
- Avg per participant
Official DOL plan name: Smart Local 104, District 3 401(a) Plan · Sponsored by Smart Local 104, District 3 401(a) · California · Construction
$19M in assets, 1,059 participants
Smart Local 104, District 3 401(a)'s Smart Local 104, District 3 401(a) Plan reported $19M in total assets and 1,059 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #7,555 in Construction (9,927 peers)
Where Smart Local 104, District 3 401(a) Plan sits by assets
Smart Local 104, District 3 401(a) Plan sits in the top quartile of all filed plans by assets, $19M for 1,059 participants (~$18,091/participant), down 9.5% in 2022.
- $19M
- total plan assets (2022 EOY)
- 1,059
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $18,091
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smart Local 104, District 3 401(a) Plan vs the 2022 asset distribution
By assets, Smart Local 104, District 3 401(a) Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 770352309 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 104, District 3 401(a))
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,059 | $19M |
| 2023 | 1 | 1,086 | $23M |
| 2024 | 1 | 1,100 | $28M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Smart Local 104, District 3 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Smart Local 104, District 3 401(a) Plan by total assets, not by location.
- Nippon Life Group Money Purchase Plan (NY) $19M · 123
- Retirement Plan for Employees of the Peterson Institute for International Economics (DC) $19M · 43
- Wellston Retirement Plan for Members of Ufcw District Union Local 1059 (MN) $19M · 537
- Plumbers and Steamfitters Local No. 177 Pension Plan (TN) $19M · 353
Frequently Asked Questions
How did Smart Local 104, District 3 401(a) Plan assets move in 2022? ▼
How have Smart Local 104, District 3 401(a) plan assets changed over time? ▼
Where does Smart Local 104, District 3 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Smart Local 104, District 3 401(a) Plan? ▼
Next read for Smart Local 104, District 3 401(a) Plan
Scale reading
Ways to act on Smart Local 104, District 3 401(a) Plan's numbers.
- By total assets, Smart Local 104, District 3 401(a) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Smart Local 104, District 3 401(a)'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Construction plans