401(k) · DOL Form 5500 · 2023
Board of Trustees of Smart Local Union No. 36 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 3,081
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $65,057
- Avg per participant Low balance/head
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.
- #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.
- #8,467
- in Construction (9,030 peers)
- +11.3%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s outsized position by total assets
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$200,442,109 Top 5% higher than 95% 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
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'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. International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. lands in the large band (3,081 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 431758027 · Board of Trustees of Smart Local Union No. 36 401(k) Plan PY 2023 · 401(k)
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · $200M · 3,081 · 95th
- TYPE $200M
- NET 3,081
- BOOK 95th
- VS-ST 401(k)
- BOY near Rosebud Mining Company 401(k) Plan
- SCH ind #8467
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 Missouri →
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 18.805128041248643% vs 2022
- 2024 filing year
| 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.
- 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
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Rosebud Mining Company 401(k) Plan in PA ($200M); by covered participants it is South Texas Pizza Inc 401(k) Plan in TX (3,082 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,081 participants); asset peers above are excluded.
- South Texas Pizza Inc 401(k) Plan (TX) 3,082 · 1 off
- South Texas Pizza Inc 401(k) Plan (TX) 3,082 · 1 off
- Artisan Design Group 401(k) Plan (TX) 3,080 · 1 off
- Fragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing Plan (NJ) 3,082 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.