Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Smart Local Union No. 36 Pension Fund Pension Plan
Data updated 2026-08-06
- $373M
- Total assets
- 1,337
- Participants
- 96th
- Percentile by assets
- $278,937
- Avg per participant
Official DOL plan name: International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · Sponsored by Board of Trustees of Smart Local Union No. 36 Pension Fund · Missouri · Construction
$373M in assets, 1,337 participants
Board of Trustees of Smart Local Union No. 36 Pension Fund's International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund reported $373M in total assets and 1,337 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Where International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits by assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund sits in the top 5% of all filed plans by assets, $373M for 1,337 participants (~$278,937/participant), up 8.8% in 2024.
- $373M
- total plan assets (2024 EOY)
- 1,337
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $278,937
- avg assets per participant
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. 36 Pension Fund end-of-year assets rose from $343M in the plan year 2023 filing to $373M in the plan year 2024 filing.
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund reported participants rose from 1,245 in the plan year 2023 filing to 1,337 in the plan year 2024 filing.
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund reported net income fell from $32M in the plan year 2023 filing to $30M in the plan year 2024 filing.
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs the 2024 asset distribution
By assets, International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $372M |
| Net Income | $30M |
| Employer EIN | 430727853 |
| Plan Effective Date | 1957-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Smart Local Union No. 36 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,249 | $311M |
| 2023 | 1 | 1,245 | $343M |
| 2024 | 1 | 1,337 | $373M |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Bjc Pension Plan $2.7B · 20,653
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund by total assets, not by location.
- Kirby Pension Plan (TX) $373M · 1,052
- Chicago Area Ib of T Pension Trust Fund (IL) $373M · 421
- U.a. Local 13 Pension Fund (NY) $373M · 554
- Fmc Technologies, Inc. Employees' Retirement Program (TX) $374M · 340
Frequently Asked Questions
How did International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund assets move in 2024? ▼
How have Board of Trustees of Smart Local Union No. 36 Pension Fund plan assets changed over time? ▼
Where does International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund? ▼
Next read for International Association of Sheet Metal…
Scale reading
Ways to act on International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's numbers.
- By total assets, International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Board of Trustees of Smart Local Union No. 36 Pension Fund's sponsor-wide assets have grown 20.0% 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 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430727853.
Read our methodology - how this data is sourced, computed, and verified.