Money Purchase · DOL Form 5500 · 2022
Smart Local 104, District 3 401(a) Money Purchase Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 1,059
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $18,091
- Avg per participant Low balance/head
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.
- #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.
- #7,555
- in Construction (9,927 peers)
- -9.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Smart Local 104, District 3 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,158,353 Top 23% higher than 77% 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
Smart Local 104, District 3 401(a) Plan'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. Smart Local 104, District 3 401(a) Plan lands in the large band (1,059 participants).
Published 5500 schedule card
Filing strip 770352309 · Smart Local 104, District 3 401(a) PY 2022 · Money Purchase
Smart Local 104, District 3 401(a) Plan · $19M · 1,059 · 77th
- BOY $19M
- SCH 1,059
- EBSA 77th
- PART Money Purchase
- TYPE near Nippon Life Group Money Purchase Plan
- NET ind #7555
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 California →
Smart Local 104, District 3 401(a) Plan in the asset neighbourhood
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))
Sponsor-wide plan assets over time
All Smart Local 104, District 3 401(a) plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 43.845313843001016% vs 2022
- 2024 filing year
| 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.
- 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
Smart Local 104, District 3 401(a) Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Nippon Life Group Money Purchase Plan in NY ($19M); by covered participants it is Journeymen & Apprentices of Local 188 Annuity Fund in FL (1,059 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,059 participants); asset peers above are excluded.
- Journeymen & Apprentices of Local 188 Annuity Fund (FL) 1,059 · 0 off
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan (NY) 1,065 · 6 off
- Insulators Local No. 37 Retirement Plan (TN) 1,067 · 8 off
- Roofers Union Local No. 33 Thrift Fund (MA) 1,046 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.