Money Purchase · DOL Form 5500 · 2022

Board of Trustees-Smart Local 265 Supp Ret Svgs Plan Money Purchase Plan

Data updated 2026-08-25

$302M
Total assets Above avg plan size
2,526
Participants Above avg headcount
97th
Percentile by assets National rank
$119,701
Avg per participant Near avg balance/head
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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.

  • #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.

#9,562
in Construction (9,927 peers)
+3.9%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Smart Local 265 Supplemental Retirement Savings Plan's outsized position by total assets

Smart Local 265 Supplemental Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$302,365,800 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smart Local 265 Supplemental Retirement Savings 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 265 Supplemental Retirement Savings Plan lands in the large band (2,526 participants).

Form 5500 schedule snapshot

Filing strip 363911499 · Board of Trustees-Smart Local 265 Supp Ret Svgs Plan PY 2022 · Money Purchase

Smart Local 265 Supplemental Retirement Savings Plan · $302M · 2,526 · 97th

  • RANK $302M
  • RANK 2,526
  • RANK 97th
  • RANK Money Purchase
  • RANK near Pamcah-Ua Local 675 Annuity Plan
  • RANK ind #9562

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 Illinois →

Smart Local 265 Supplemental Retirement Savings Plan in the asset neighbourhood

University of Dayton Defined Contribution Retirement PlanUniversity of Dayton Defined…$303MCarrix, Inc. Retirement Plan$303MSmart Local 265 Supplemental Retirement Savings PlanSmart Local 265 Supplemental…$302MPamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$302MNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension PlanNorthwest Ohio Carpenters, M…$296M
End-of-year total assets ($M) among Smart Local 265 Supplemental Retirement Savings Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$291M
Net Assets (End of Year)$302M
Net Income$11M
Employer EIN363911499
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Smart Local 265 Supp Ret Svgs Plan)

Sponsor-wide plan assets over time

All Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plans reported in each filing year

Latest sponsor-wide plan assets
$378M 25.017724226747866% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $302M $378M ▲ +25.0%
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 Scatter plot of 6 data points. 0100020003000 0200400600800 Total assets ($M) Participants Smart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 157.783551 · Participants: 839Sheet Metal Workers Local 219 Retirement Savings Fund
Smart Local 265 Supplemental Retirement Savings Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Smart Local 265 Supplemental Retirement Savings Plan side-by-side with 3 peers →

Smart Local 265 Supplemental Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($302M); by covered participants it is Millwrights' Local 1102 Supplemental Pension Fund in MI (2,541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,526 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smart Local 265 Supplemental Retirement Savings Plan assets move in 2022? ▼
Smart Local 265 Supplemental Retirement Savings Plan edged up modestly - up 3.9% during 2022, from $291M to $302M. Reported net income was $11M.
How have Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets grew 25.0%, from $302M to $378M.
Where does Smart Local 265 Supplemental Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Smart Local 265 Supplemental Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Smart Local 265 Supplemental Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pamcah-Ua Local 675 Annuity Plan in HI ($302M, 1,479 participants).
Which Money Purchase plans cover a similar participant headcount to Smart Local 265 Supplemental Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Millwrights' Local 1102 Supplemental Pension Fund in MI (2,541 participants, $280M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363911499.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.