Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Smart Local 265 Pension Fund Pension Plan

Data updated 2026-08-25

$566M
Total assets Above avg plan size
1,201
Participants Near avg headcount
98th
Percentile by assets National rank
$471,441
Avg per participant High balance/head
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Official DOL plan name: Smart Local 265 Pension Fund · Sponsored by Trustees of the Smart Local 265 Pension Fund · Illinois · Construction

$566M in assets, 1,201 participants

Trustees of the Smart Local 265 Pension Fund's Smart Local 265 Pension Fund reported $566M in total assets and 1,201 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,808 in Construction (9,030 peers)

Where Smart Local 265 Pension Fund sits by assets

Smart Local 265 Pension Fund sits in the top 5% of all filed plans by assets, $566M for 1,201 participants (~$471,441/participant), up 7.5% in 2023.

#8,808
in Construction (9,030 peers)
+7.5%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Smart Local 265 Pension Fund's outsized position by total assets

Smart Local 265 Pension Fund vs every filed plan by assets

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

$566,200,935 Top 2% higher than 98% 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 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. Smart Local 265 Pension Fund lands in the large band (1,201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smart Local 265 Pension Fund reported net income rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Smart Local 265 Pension Fund end-of-year assets rose from $527M in the plan year 2022 filing to $566M in the plan year 2023 filing.
  • Smart Local 265 Pension Fund reported participants rose from 1,134 in the plan year 2022 filing to 1,201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 366168611 · Trustees of the Smart Local 265 Pension Fund PY 2023 · Defined Benefit (Pension)

Smart Local 265 Pension Fund · $566M · 1,201 · 98th

  • RANK $566M
  • PHOTO 1,201
  • IND 98th
  • EOY Defined Benefit (Pension)
  • 5500 near St Louis Painters Pension Plan
  • ASSETS ind #8808

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 Pension Fund in the asset neighbourhood

Nestle Hourly Retirement Plan$567MSmart Local 265 Pension Fund$566MSt Louis Painters Pension PlanSt Louis Painters Pension Pl…$566MBlue Shield of California Employees Retirement PlanBlue Shield of California Em…$566MArconic Corp. Pension Plan B$565M
End-of-year total assets ($M) among Smart Local 265 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$527M
Net Assets (End of Year)$565M
Net Income$40M
Employer EIN366168611
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Smart Local 265 Pension Fund)

Sponsor-wide plan assets over time

All Trustees of the Smart Local 265 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$607M 15.368515338074479% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $527M $607M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 1,134 $527M
2023 1 1,201 $566M
2024 1 1,224 $607M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Smart Local 265 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Smart Local 265 Pension Fund, Total assets ($B): 0.566200935 · Participants: 1201Smart Local 265 Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Smart Local 265 Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Smart Local 265 Pension Fund side-by-side with 3 peers →

Smart Local 265 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is St Louis Painters Pension Plan in MO ($566M); by covered participants it is Columbia Energy Group Pension Plan in IN (1,202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($566M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,201 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 Pension Fund assets move in 2023? ▼
Smart Local 265 Pension Fund grew at a solid clip - up 7.5% during 2023, from $527M to $566M. Reported net income was $40M.
How have Trustees of the Smart Local 265 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Smart Local 265 Pension Fund's sponsor-wide assets grew 15.4%, from $527M to $607M.
Where does Smart Local 265 Pension Fund rank by assets among Form 5500 filers? ▼
Smart Local 265 Pension Fund ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Smart Local 265 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St Louis Painters Pension Plan in MO ($566M, 1,345 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Smart Local 265 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Columbia Energy Group Pension Plan in IN (1,202 participants, $364M 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 366168611.

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.