Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Smart Local Unions and Councils Pension Fund Pension Plan
Data updated 2026-08-25
- $375M
- Total assets Above avg plan size
- 938
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $399,930
- Avg per participant High balance/head
Official DOL plan name: Smart Local Unions and Councils Pension Fund · Sponsored by Board of Trustees of the Smart Local Unions and Councils Pension Fund · Virginia · Other Services
$375M in assets, 938 participants
Board of Trustees of the Smart Local Unions and Councils Pension Fund's Smart Local Unions and Councils Pension Fund reported $375M in total assets and 938 participants in its 2023 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.
- #7,794 in Other Services (7,857 peers)
Where Smart Local Unions and Councils Pension Fund sits by assets
Smart Local Unions and Councils Pension Fund sits in the top 5% of all filed plans by assets, $375M for 938 participants (~$399,930/participant), up 7.5% in 2023.
- #7,794
- in Other Services (7,857 peers)
- +7.5%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Smart Local Unions and Councils Pension Fund's outsized position by total assets
Smart Local Unions and Councils Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$375,134,768 Top 3% higher than 97% 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 Unions and Councils Pension 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 Unions and Councils Pension Fund sits mid-pack in the medium band (938 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smart Local Unions and Councils Pension Fund reported net income rose from -$66M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Smart Local Unions and Councils Pension Fund end-of-year assets rose from $349M in the plan year 2022 filing to $375M in the plan year 2023 filing.
- Smart Local Unions and Councils Pension Fund reported participants rose from 928 in the plan year 2022 filing to 938 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 874825609 · Board of Trustees of the Smart Local Unions and Councils Pension Fund PY 2023 · Defined Benefit (Pension)
Smart Local Unions and Councils Pension Fund · $375M · 938 · 97th
- EBSA $375M
- EBSA 938
- EBSA 97th
- EBSA Defined Benefit (Pension)
- EBSA near Foster Farms Group Pension Plan
- EBSA ind #7794
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 Other Services retirement plans → · Plans in Virginia →
Smart Local Unions and Councils Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | $26M |
| Employer EIN | 874825609 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Smart Local Unions and Councils Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Smart Local Unions and Councils Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $397M 13.752946431367889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $349M |
| 2023 | 1 | 938 | $375M |
| 2024 | 1 | 1,026 | $397M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Smart Local Unions and Councils Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Foster Farms Group Pension Plan in CA ($375M); by covered participants it is Trustees of Jacksonville Plumbers and Pipefitters in TN (938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($375M here).
- Foster Farms Group Pension Plan (CA) $375M · 2,691
- Baxalta Incorporated and Subsidiaries Pension Plan (PA) $375M · 549
- Local Union 786 Building Material Pension Fund (IL) $376M · 1,031
- Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund (IL) $376M · 1,118
Similar participant headcount
Nearest other-state filings by covered participants (938 participants); asset peers above are excluded.
- Trustees of Jacksonville Plumbers and Pipefitters (TN) 938 · 0 off
- Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) 938 · 0 off
- Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund (FL) 937 · 1 off
- General Retirement Plan for Employees of Carpenter Technology Corporation (PA) 941 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.