Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Smart Local 265 Pension Fund Pension Plan
Data updated 2026-08-11
- $527M
- Total assets
- 1,134
- Participants
- 98th
- Percentile by assets
- $464,329
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $527M
- total plan assets (2022 EOY)
- 1,134
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $464,329
- avg assets per participant
Smart Local 265 Pension Fund vs the 2022 asset distribution
By assets, Smart Local 265 Pension Fund outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Smart Local 265 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Smart Local 265 Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Smart Local 265 Pension Fund assets move in 2022? ▼
How have Trustees of the Smart Local 265 Pension Fund plan assets changed over time? ▼
Where does Smart Local 265 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Smart Local 265 Pension Fund? ▼
Next read for Smart Local 265 Pension Fund
Scale reading
Ways to act on Smart Local 265 Pension Fund's numbers.
- By total assets, Smart Local 265 Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Trustees of the Smart Local 265 Pension Fund's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Construction plans