Profit Sharing · DOL Form 5500 · 2023

Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
285
Participants Below avg headcount
89th
Percentile by assets National rank
$261,680
Avg per participant Above avg balance/head
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Official DOL plan name: Smart Local 137 Annuity Fund · Sponsored by Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund · New York · Construction

$75M in assets, 285 participants

Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's Smart Local 137 Annuity Fund reported $75M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,865 in Construction (9,030 peers)

Coverage in New York

Smart Local 137 Annuity Fund covers 285 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $75M.

#7,865
in Construction (9,030 peers)
+10.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Smart Local 137 Annuity Fund's outsized position by total assets

Smart Local 137 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$74,578,861 Top 11% higher than 89% of 127,068 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 2023

Smart Local 137 Annuity Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Local 137 Annuity Fund sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smart Local 137 Annuity Fund reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Smart Local 137 Annuity Fund end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Smart Local 137 Annuity Fund reported participants rose from 280 in the plan year 2022 filing to 285 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132866830 · Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund PY 2023 · Profit Sharing

Smart Local 137 Annuity Fund · $75M · 285 · 89th

  • BOOK $75M
  • BOOK 285
  • BOOK 89th
  • BOOK Profit Sharing
  • BOOK near Mercedes-Benz Financial Services USA LLC Retirement Plan
  • BOOK ind #7865

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 New York →

Smart Local 137 Annuity Fund in the asset neighbourhood

St. Croix Regional Medical Center 403(b) Retirement PlanSt. Croix Regional Medical C…$75MSmart Local 137 Annuity Fund$75MMercedes-Benz Financial Services USA LLC Retirement PlanMercedes-Benz Financial Serv…$74MMmm Holdings LLC 1081.01 Retirement Plan and TrustMmm Holdings LLC 1081.01 Ret…$74MAgilent Technologies, Inc. Deferred Profit-Sharing PlanAgilent Technologies, Inc. D…$74M
End-of-year total assets ($M) among Smart Local 137 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$75M
Net Income$7M
Employer EIN132866830
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$82M 22.00705507155833% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.2M $82M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 280 $67M
2023 1 285 $75M
2024 1 283 $82M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Smart Local 137 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Smart Local 137 Annuity Fund, Total assets ($B): 0.074578861 · Participants: 285Smart Local 137 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Smart Local 137 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Smart Local 137 Annuity Fund side-by-side with 3 peers →

Smart Local 137 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mercedes-Benz Financial Services USA LLC Retirement Plan in MI ($74M); by covered participants it is Dechert LLP Participant-Directed Retirement Plan No. 1 in PA (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smart Local 137 Annuity Fund assets move in 2023? ▼
Smart Local 137 Annuity Fund grew at a solid clip - up 10.9% during 2023, from $67M to $75M. Reported net income was $7M.
How have Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's sponsor-wide assets grew 22.0%, from $67M to $82M.
Where does Smart Local 137 Annuity Fund rank by assets among Form 5500 filers? ▼
Smart Local 137 Annuity Fund ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Smart Local 137 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Mercedes-Benz Financial Services USA LLC Retirement Plan in MI ($74M, 522 participants).
Which Profit Sharing plans cover a similar participant headcount to Smart Local 137 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dechert LLP Participant-Directed Retirement Plan No. 1 in PA (285 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132866830.

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.