Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Smart Local Unions and Councils Pension Fund Pension Plan
Data updated 2026-08-25
- $397M
- Total assets Above avg plan size
- 1,026
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $386,767
- Avg per participant High balance/head
Official DOL plan name: Smart Local Unions and Councils Pension Fund · Sponsored by Board of Trustees of the Smart Local Unions and Councils Pension Fund · Virginia · Other Services
$397M in assets, 1,026 participants
Board of Trustees of the Smart Local Unions and Councils Pension Fund's Smart Local Unions and Councils Pension Fund reported $397M in total assets and 1,026 participants in its 2024 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.
- #7,653 in Other Services (7,719 peers)
Where Smart Local Unions and Councils Pension Fund sits by assets
Smart Local Unions and Councils Pension Fund sits in the top 5% of all filed plans by assets, $397M for 1,026 participants (~$386,767/participant), up 5.8% in 2024.
- #7,653
- in Other Services (7,719 peers)
- +5.8%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Smart Local Unions and Councils Pension Fund's outsized position by total assets
Smart Local Unions and Councils Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$396,823,261 Top 3% higher than 97% 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 Unions and Councils Pension Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Local Unions and Councils Pension Fund lands in the large band (1,026 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart Local Unions and Councils Pension Fund reported net income fell from $26M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Smart Local Unions and Councils Pension Fund reported participants rose from 938 in the plan year 2023 filing to 1,026 in the plan year 2024 filing.
- Smart Local Unions and Councils Pension Fund end-of-year assets rose from $375M in the plan year 2023 filing to $397M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 874825609 · Board of Trustees of the Smart Local Unions and Councils Pension Fund PY 2024 · Defined Benefit (Pension)
Smart Local Unions and Councils Pension Fund · $397M · 1,026 · 97th
- 5500 $397M
- 5500 1,026
- 5500 97th
- 5500 Defined Benefit (Pension)
- 5500 near Retirement Plan of Murphy Oil Corporation
- 5500 ind #7653
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 Other Services retirement plans → · Plans in Virginia →
Smart Local Unions and Councils Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $375M |
|---|---|
| Net Assets (End of Year) | $397M |
| Net Income | $22M |
| Employer EIN | 874825609 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Smart Local Unions and Councils Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of the Smart Local Unions and Councils Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $397M 13.752946431367889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 928 | $349M |
| 2023 | 1 | 938 | $375M |
| 2024 | 1 | 1,026 | $397M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Smart Local Unions and Councils Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Murphy Oil Corporation in TX ($397M); by covered participants it is Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies in CA (1,023 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,026 participants); asset peers above are excluded.
- Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies (CA) 1,023 · 3 off
- Modern Woodmen of America Employees' Retirement Plan (IL) 1,030 · 4 off
- Crozer-Keystone Health System Employees Retirement Plan (PA) 1,022 · 4 off
- United Wire, Metal & Machine Pension Fund (NY) 1,030 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.