401(k) · DOL Form 5500 · 2023

Board of Trustees of Smart Local Union No. 36 401(k) Plan 401(k) Plan

Data updated 2026-08-11

$200M
Total assets: 3,081
Participants: 95th
Percentile by assets: $65,057
Avg per participant

Official DOL plan name: International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · Sponsored by Board of Trustees of Smart Local Union No. 36 401(k) Plan · Missouri · Construction

$200M in assets, 3,081 participants

Board of Trustees of Smart Local Union No. 36 401(k) Plan's International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported $200M in total assets and 3,081 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,467 in Construction (9,030 peers)

Coverage in Missouri

International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. covers 3,081 participants in Missouri, 4.2x the typical Missouri plan (state average ~737 per filing). Assets: $200M.

$200M
total plan assets (2023 EOY): 3,081
covered participants: 95th
percentile by assets (of 127,072 plans): $65,057
avg assets per participant

International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported net income rose from -$31M in the plan year 2022 filing to $20M in the plan year 2023 filing.
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. end-of-year assets rose from $180M in the plan year 2022 filing to $200M in the plan year 2023 filing.
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported participants rose from 2,930 in the plan year 2022 filing to 3,081 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Construction

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reports 3,081 participants - 4.2x that state average ($200M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$180M
Net Assets (End of Year)	$200M
Net Income	$20M
Employer EIN	431758027
Plan Effective Date	1996-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 401(k) Plan)

Total plan assets by year, all Board of Trustees of Smart Local Union No. 36 401(k) Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	2,930	$180M
2023	1	3,081	$200M
2024	1	2,926	$214M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare International Association of Sheet Metal… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. by total assets, not by location.

Rosebud Mining Company 401(k) Plan (PA) $200M · 902
Transform 401(k) Savings Plan (IL) $200M · 6,155
Transform 401(k) Savings Plan (IL) $200M · 6,155
Bluestem 401(k) Retirement Savings Plan (MN) $201M · 1,326

Frequently Asked Questions

How did International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. assets move in 2023? ▼

International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. grew at a solid clip - up 11.3% during 2023, from $180M to $200M. Reported net income was $20M.

How have Board of Trustees of Smart Local Union No. 36 401(k) Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Smart Local Union No. 36 401(k) Plan's sponsor-wide assets grew 18.8%, from $180M to $214M.

Where does International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. rank by assets among Form 5500 filers? ▼

International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.? ▼

Among 401(k) plans in other states, the closest by assets is Rosebud Mining Company 401(k) Plan in PA ($200M, 902 participants).

Next read for International Association of Sheet Metal…

Filing takeaways

Ways to act on International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s numbers.

By total assets, International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Board of Trustees of Smart Local Union No. 36 401(k) Plan's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Construction plans

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 431758027.