Profit Sharing · DOL Form 5500 · 2024
Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 283
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $289,855
- Avg per participant High balance/head
Official DOL plan name: Smart Local 137 Annuity Fund · Sponsored by Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund · New York · Construction
$82M in assets, 283 participants
Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund's Smart Local 137 Annuity Fund reported $82M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,878 in Construction (9,039 peers)
Coverage in New York
Smart Local 137 Annuity Fund covers 283 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $82M.
- #7,878
- in Construction (9,039 peers)
- +10.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Smart Local 137 Annuity Fund's outsized position by total assets
Smart Local 137 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,029,068 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Smart Local 137 Annuity Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Local 137 Annuity Fund sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart Local 137 Annuity Fund end-of-year assets rose from $75M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Smart Local 137 Annuity Fund reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 132866830 · Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund PY 2024 · Profit Sharing
Smart Local 137 Annuity Fund · $82M · 283 · 89th
- EOY $82M
- 5500 283
- ASSETS 89th
- PCT Profit Sharing
- EIN near Triple-S Retirement & Savings Plan
- RANK ind #7878
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 New York →
Smart Local 137 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $7M |
| Employer EIN | 132866830 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees S.M.a.R.T. Workers Local 137 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 22.00705507155833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $67M |
| 2023 | 1 | 285 | $75M |
| 2024 | 1 | 283 | $82M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Smart Local 137 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Triple-S Retirement & Savings Plan in PR ($82M); by covered participants it is Wei-Chuan, U.S.a., Inc. Discretionary Contribution Plan in CA (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Triple-S Retirement & Savings Plan (PR) $82M · 2,858
- Sheet Metal Workers Local 22 - Annuity Fund (NJ) $83M · 241
- Teamsters Local 25 Investment Plan (MA) $83M · 1,222
- Goodwill Industries Employee Retirement and Incentive Plan (OR) $81M · 1,732
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.