401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$346M
Total assets: 2,480
Participants: 97th
Percentile by assets: $139,707
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$346M
total plan assets (2023 EOY): 2,480
covered participants: 97th
percentile by assets (of 127,072 plans): $139,707
avg assets per participant

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 →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Smart Local 265 Supplemental Retirement Savings Plan reports 2,480 participants - 3.2x that state average ($346M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$302M
Net Assets (End of Year)	$346M
Net Income	$44M
Employer EIN	363911499
Plan Effective Date	1993-06-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plans on file

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

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Smart Local 265 Supplemental Retirement … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smart Local 265 Supplemental Retirement Savings Plan by total assets, not by location.

Elbit Systems of America Consolidated 401(k) Savings Plan (TX) $346M · 2,478
Kb Home 401(k) Savings Plan (CA) $347M · 2,195
Retirement Savings Plan (OH) $347M · 1,249
Day Pitney Profit Sharing and 401(k) Plan (NJ) $346M · 579

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).

Next read for Smart Local 265 Supplemental Retirement …

Filing takeaways

Ways to act on Smart Local 265 Supplemental Retirement Savings Plan's numbers.

By total assets, Smart Local 265 Supplemental Retirement Savings Plan 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 Illinois. Compare plans
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets have grown 25.0% 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 363911499.