Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Smart Local Union No. 36 Pension Fund Pension Plan
Data updated 2026-08-25
- $343M
- Total assets Above avg plan size
- 1,245
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $275,337
- Avg per participant High balance/head
Official DOL plan name: International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · Sponsored by Board of Trustees of Smart Local Union No. 36 Pension Fund · Missouri · Construction
$343M in assets, 1,245 participants
Board of Trustees of Smart Local Union No. 36 Pension Fund's International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund reported $343M in total assets and 1,245 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,663 in Construction (9,030 peers)
Where International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits by assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits in the top 5% of all filed plans by assets, $343M for 1,245 participants (~$275,337/participant), up 10.3% in 2023.
- #8,663
- in Construction (9,030 peers)
- +10.3%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's outsized position by total assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$342,794,370 Top 4% higher than 96% 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. 36 Pension Fund'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. 36 Pension Fund lands in the large band (1,245 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. 36 Pension Fund reported net income rose from -$40M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund end-of-year assets rose from $311M in the plan year 2022 filing to $343M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 430727853 · Board of Trustees of Smart Local Union No. 36 Pension Fund PY 2023 · Defined Benefit (Pension)
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · $343M · 1,245 · 96th
- PHOTO $343M
- IND 1,245
- EOY 96th
- 5500 Defined Benefit (Pension)
- ASSETS near Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund
- PCT ind #8663
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. 36 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $342M |
| Net Income | $32M |
| Employer EIN | 430727853 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 19.983171201427364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,249 | $311M |
| 2023 | 1 | 1,245 | $343M |
| 2024 | 1 | 1,337 | $373M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in WA ($342M); by covered participants it is Mayo Clinic Saint Marys Hospital Retirement Plan in MN (1,246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($343M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,245 participants); asset peers above are excluded.
- Mayo Clinic Saint Marys Hospital Retirement Plan (MN) 1,246 · 1 off
- Nyseg and Rge Pension Plan (CT) 1,242 · 3 off
- Newell Brands Consolidated Pension Plan (GA) 1,241 · 4 off
- Local Union 212 IBEW Pension Trust Fund (OH) 1,241 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.