401(k) · DOL Form 5500 · 2024
Board of Trustees of Smart Local Union No. 36 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 2,926
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $73,134
- Avg per participant Below avg balance/head
Official DOL plan name: International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · Sponsored by Board of Trustees of Smart Local Union No. 36 401(k) Plan · Missouri · Construction
$214M in assets, 2,926 participants
Board of Trustees of Smart Local Union No. 36 401(k) Plan's International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported $214M in total assets and 2,926 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,466 in Construction (9,039 peers)
Coverage in Missouri
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. covers 2,926 participants in Missouri, 4.0x the typical Missouri plan (state average ~737 per filing). Assets: $214M.
- #8,466
- in Construction (9,039 peers)
- +6.8%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s outsized position by total assets
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$213,991,521 Top 5% higher than 95% 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
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'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. International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. lands in the large band (2,926 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported net income fell from $20M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. end-of-year assets rose from $200M in the plan year 2023 filing to $214M in the plan year 2024 filing.
- International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. reported participants fell from 3,081 in the plan year 2023 filing to 2,926 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431758027 · Board of Trustees of Smart Local Union No. 36 401(k) Plan PY 2024 · 401(k)
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. · $214M · 2,926 · 95th
- IND $214M
- IND 2,926
- IND 95th
- IND 401(k)
- IND near U.S. Lumber Group, LLC 401(k) Plan
- IND ind #8466
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 Missouri →
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $14M |
| Employer EIN | 431758027 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 401(k) Plan)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 18.805128041248643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,930 | $180M |
| 2023 | 1 | 3,081 | $200M |
| 2024 | 1 | 2,926 | $214M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No.'s out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is U.S. Lumber Group, LLC 401(k) Plan in GA ($214M); by covered participants it is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (2,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- U.S. Lumber Group, LLC 401(k) Plan (GA) $214M · 3,951
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan (IA) $214M · 1,291
- Coesia North America 401(k) Retirement Savings Plan (VA) $214M · 936
- Ames Construction, Inc. Retirement Savings Plan (MN) $214M · 1,247
Similar participant headcount
Nearest other-state filings by covered participants (2,926 participants); asset peers above are excluded.
- Employees' Profit Sharing Plus Plan of Stihl Incorporated (VA) 2,925 · 1 off
- Employees' Retirement and Savings Plan of Carter Machinery Company, Inc. (VA) 2,925 · 1 off
- Fresco 401(k) Plan (FL) 2,927 · 1 off
- Pga Tour Employees Savings Plan (FL) 2,928 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.