401(k) · DOL Form 5500 · 2023

Board of Trustees-Smart Local 265 Supp Ret Svgs Plan 401(k) Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
2,480
Participants Above avg headcount
97th
Percentile by assets National rank
$139,707
Avg per participant Near avg balance/head
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Official DOL plan name: Smart Local 265 Supplemental Retirement Savings Plan · Sponsored by Board of Trustees-Smart Local 265 Supp Ret Svgs Plan · Illinois · Construction

$346M in assets, 2,480 participants

Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's Smart Local 265 Supplemental Retirement Savings Plan reported $346M in total assets and 2,480 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.

  • #8,665 in Construction (9,030 peers)

Coverage in Illinois

Smart Local 265 Supplemental Retirement Savings Plan covers 2,480 participants in Illinois, 3.2x the typical Illinois plan (state average ~779 per filing). Assets: $346M.

#8,665
in Construction (9,030 peers)
+14.6%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Smart Local 265 Supplemental Retirement Savings Plan's outsized position by total assets

Smart Local 265 Supplemental Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$346,472,876 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Smart Local 265 Supplemental Retirement Savings 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 265 Supplemental Retirement Savings Plan lands in the large band (2,480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smart Local 265 Supplemental Retirement Savings Plan reported net income rose from $11M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Smart Local 265 Supplemental Retirement Savings Plan end-of-year assets rose from $302M in the plan year 2022 filing to $346M in the plan year 2023 filing.
  • Smart Local 265 Supplemental Retirement Savings Plan reported participants fell from 2,526 in the plan year 2022 filing to 2,480 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363911499 · Board of Trustees-Smart Local 265 Supp Ret Svgs Plan PY 2023 · 401(k)

Smart Local 265 Supplemental Retirement Savings Plan · $346M · 2,480 · 97th

  • 5500 $346M
  • ASSETS 2,480
  • PCT 97th
  • EIN 401(k)
  • RANK near Elbit Systems of America Consolidated 401(k) Savings Plan
  • PHOTO ind #8665

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 Illinois →

Smart Local 265 Supplemental Retirement Savings Plan in the asset neighbourhood

Retirement Savings Plan$347MKb Home 401(k) Savings Plan$347MElbit Systems of America Consolidated 401(k) Savings PlanElbit Systems of America Con…$346MSmart Local 265 Supplemental Retirement Savings PlanSmart Local 265 Supplemental…$346MDay Pitney Profit Sharing and 401(k) PlanDay Pitney Profit Sharing an…$346M
End-of-year total assets ($M) among Smart Local 265 Supplemental Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$302M
Net Assets (End of Year)$346M
Net Income$44M
Employer EIN363911499
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Smart Local 265 Supp Ret Svgs Plan)

Sponsor-wide plan assets over time

All Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plans reported in each filing year

Latest sponsor-wide plan assets
$378M 25.017724226747866% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $302M $378M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2,526 $302M
2023 1 2,480 $346M
2024 1 2,467 $378M

Nearby 401(k) Plans in Illinois

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

Smart Local 265 Supplemental Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Smart Local 265 Supplemental Retirement Savings Plan, Total assets ($B): 0.346472876 · Participants: 2480Smart Local 265 Supplemental Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Smart Local 265 Supplemental Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smart Local 265 Supplemental Retirement Savings Plan side-by-side with 3 peers →

Smart Local 265 Supplemental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Elbit Systems of America Consolidated 401(k) Savings Plan in TX ($346M); by covered participants it is 401(k) Plan for the Washington Post and Companies in WA (2,480 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($346M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,480 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smart Local 265 Supplemental Retirement Savings Plan assets move in 2023? ▼
Smart Local 265 Supplemental Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $302M to $346M. Reported net income was $44M.
How have Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets grew 25.0%, from $302M to $378M.
Where does Smart Local 265 Supplemental Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Smart Local 265 Supplemental Retirement Savings Plan ranks in the 97th 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 Smart Local 265 Supplemental Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elbit Systems of America Consolidated 401(k) Savings Plan in TX ($346M, 2,478 participants).
Which 401(k) plans cover a similar participant headcount to Smart Local 265 Supplemental Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Plan for the Washington Post and Companies in WA (2,480 participants, $543M in assets).

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 363911499.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.