Money Purchase · DOL Form 5500 · 2022
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan Money Purchase Plan
Data updated 2026-08-11
- $302M
- Total assets
- 2,526
- Participants
- 97th
- Percentile by assets
- $119,701
- Avg per participant
Official DOL plan name: Smart Local 265 Supplemental Retirement Savings Plan · Sponsored by Board of Trustees-Smart Local 265 Supp Ret Svgs Plan · Illinois · Construction
$302M in assets, 2,526 participants
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's Smart Local 265 Supplemental Retirement Savings Plan reported $302M in total assets and 2,526 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)
- #9,562 in Construction (9,927 peers)
Coverage in Illinois
Smart Local 265 Supplemental Retirement Savings Plan covers 2,526 participants in Illinois, 3.2x the typical Illinois plan (state average ~779 per filing). Assets: $302M.
- $302M
- total plan assets (2022 EOY)
- 2,526
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $119,701
- avg assets per participant
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Smart Local 265 Supplemental Retirement Savings Plan reports 2,526 participants - 3.2x that state average ($302M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | $11M |
| Employer EIN | 363911499 |
| Plan Effective Date | 1993-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Smart Local 265 Supp Ret Svgs Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,526 | $302M |
| 2023 | 1 | 2,480 | $346M |
| 2024 | 1 | 2,467 | $378M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Smart Local 265 Supplemental Retirement Savings Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
- Sheet Metal Workers Local 219 Retirement Savings Fund $158M · 839
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Smart Local 265 Supplemental Retirement Savings Plan by total assets, not by location.
- Pamcah-Ua Local 675 Annuity Plan (HI) $302M · 1,479
- Carrix, Inc. Retirement Plan (WA) $303M · 1,464
- University of Dayton Defined Contribution Retirement Plan (OH) $303M · 2,818
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan (OH) $296M · 2,517
Frequently Asked Questions
How did Smart Local 265 Supplemental Retirement Savings Plan assets move in 2022? ▼
How have Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plan assets changed over time? ▼
Where does Smart Local 265 Supplemental Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Smart Local 265 Supplemental Retirement Savings Plan? ▼
Next read for Smart Local 265 Supplemental Retirement …
Filing takeaways
Ways to act on Smart Local 265 Supplemental Retirement Savings Plan's numbers.
- By total assets, Smart Local 265 Supplemental Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Construction plans