Money Purchase · DOL Form 5500 · 2023
Smart Local 104, District 3 401(a) Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,086
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $21,229
- Avg per participant Low balance/head
Official DOL plan name: Smart Local 104, District 3 401(a) Plan · Sponsored by Smart Local 104, District 3 401(a) · California · Construction
$23M in assets, 1,086 participants
Smart Local 104, District 3 401(a)'s Smart Local 104, District 3 401(a) Plan reported $23M in total assets and 1,086 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,660 in Construction (9,030 peers)
Where Smart Local 104, District 3 401(a) Plan sits by assets
Smart Local 104, District 3 401(a) Plan sits in the top quartile of all filed plans by assets, $23M for 1,086 participants (~$21,229/participant), up 20.3% in 2023.
- #6,660
- in Construction (9,030 peers)
- +20.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Smart Local 104, District 3 401(a) Plan's outsized position by total assets
Smart Local 104, District 3 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,054,446 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smart Local 104, District 3 401(a) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Local 104, District 3 401(a) Plan lands in the large band (1,086 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smart Local 104, District 3 401(a) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Smart Local 104, District 3 401(a) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Smart Local 104, District 3 401(a) Plan reported participants rose from 1,059 in the plan year 2022 filing to 1,086 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 770352309 · Smart Local 104, District 3 401(a) PY 2023 · Money Purchase
Smart Local 104, District 3 401(a) Plan · $23M · 1,086 · 75th
- NET $23M
- NET 1,086
- NET 75th
- NET Money Purchase
- NET near Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust
- NET ind #6660
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 California →
Smart Local 104, District 3 401(a) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 770352309 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 104, District 3 401(a))
Sponsor-wide plan assets over time
All Smart Local 104, District 3 401(a) plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 43.845313843001016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,059 | $19M |
| 2023 | 1 | 1,086 | $23M |
| 2024 | 1 | 1,100 | $28M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Smart Local 104, District 3 401(a) Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust in IL ($23M); by covered participants it is The Legal Aid Society Staff Attorneys Pension Plan in NY (1,086 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust (IL) $23M · 1
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan (CO) $23M · 90
- Comprehensive Healthcare Employee Pension Benefit Plan (WA) $23M · 512
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) $23M · 294
Similar participant headcount
Nearest other-state filings by covered participants (1,086 participants); asset peers above are excluded.
- The Legal Aid Society Staff Attorneys Pension Plan (NY) 1,086 · 0 off
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,082 · 4 off
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 5 off
- P & M Holding Group, LLP & Affiliated Entities Pension Plan (MI) 1,081 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.