Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Smart Local Union No. 36 Pension Fund Pension Plan
Data updated 2026-08-25
- $373M
- Total assets Above avg plan size
- 1,337
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $278,937
- Avg per participant High balance/head
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.
- #8,668 in Construction (9,039 peers)
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.
- #8,668
- in Construction (9,039 peers)
- +8.8%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's outsized position by total assets
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$372,938,311 Top 4% higher than 96% 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. 36 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. International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund lands in the large band (1,337 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. 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.
EBSA filing schedule strip
Filing strip 430727853 · Board of Trustees of Smart Local Union No. 36 Pension Fund PY 2024 · Defined Benefit (Pension)
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund · $373M · 1,337 · 96th
- PART $373M
- TYPE 1,337
- NET 96th
- BOOK Defined Benefit (Pension)
- VS-ST near Kirby Pension Plan
- BOY ind #8668
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. 36 Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Smart Local Union No. 36 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 19.983171201427364% vs 2022
- 2024 filing year
| 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.
- 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
- Emerson Electric Company Retirement Plan $3.3B · 2,467
International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Kirby Pension Plan in TX ($373M); by covered participants it is Amerihealth Caritas Pension Plan in PA (1,335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($373M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,337 participants); asset peers above are excluded.
- Amerihealth Caritas Pension Plan (PA) 1,335 · 2 off
- Valley Health System Merged Defined Benefit Plan (VA) 1,340 · 3 off
- Exeter Health Resources, Inc. Account Balance Pension Plan (NH) 1,331 · 6 off
- Resilient Floor Covering Pension Fund (CA) 1,331 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.