Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Smart Local 265 Pension Fund Pension Plan
Data updated 2026-08-25
- $527M
- Total assets Above avg plan size
- 1,134
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $464,329
- Avg per participant High balance/head
Official DOL plan name: Smart Local 265 Pension Fund · Sponsored by Trustees of the Smart Local 265 Pension Fund · Illinois · Construction
$527M in assets, 1,134 participants
Trustees of the Smart Local 265 Pension Fund's Smart Local 265 Pension Fund reported $527M in total assets and 1,134 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,722 in Construction (9,927 peers)
Where Smart Local 265 Pension Fund sits by assets
Smart Local 265 Pension Fund sits in the top 5% of all filed plans by assets, $527M for 1,134 participants (~$464,329/participant), up 6.0% in 2022.
- #9,722
- in Construction (9,927 peers)
- +6.0%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Smart Local 265 Pension Fund's outsized position by total assets
Smart Local 265 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$526,548,884 Top 2% higher than 98% 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 265 Pension Fund'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 Pension Fund lands in the large band (1,134 participants).
Form 5500 schedule snapshot
Filing strip 366168611 · Trustees of the Smart Local 265 Pension Fund PY 2022 · Defined Benefit (Pension)
Smart Local 265 Pension Fund · $527M · 1,134 · 98th
- SCH $527M
- EBSA 1,134
- PART 98th
- TYPE Defined Benefit (Pension)
- NET near Ppg Industries, Inc. Retirement Plan C
- BOOK ind #9722
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 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $497M |
|---|---|
| Net Assets (End of Year) | $526M |
| Net Income | $31M |
| Employer EIN | 366168611 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Smart Local 265 Pension Fund)
Sponsor-wide plan assets over time
All Trustees of the Smart Local 265 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $607M 15.368515338074479% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,134 | $527M |
| 2023 | 1 | 1,201 | $566M |
| 2024 | 1 | 1,224 | $607M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Smart Local 265 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ppg Industries, Inc. Retirement Plan C in PA ($527M); by covered participants it is Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan in ND (1,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($527M here).
- Ppg Industries, Inc. Retirement Plan C (PA) $527M · 1,275
- The Auto Club Group Cash Value Pension Plan (MI) $527M · 1,394
- Riverside Health System Retirement Income Plan (VA) $525M · 1,940
- Electrical Construction Industry Pension Plan (WI) $528M · 2,148
Similar participant headcount
Nearest other-state filings by covered participants (1,134 participants); asset peers above are excluded.
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 1,132 · 2 off
- Medtronic Retirement Plan (MN) 1,131 · 3 off
- Ironworkers Local 11 Pension Fund (NJ) 1,139 · 5 off
- Southwest Retirement and Cash Balance Plan (OH) 1,128 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.