Money Purchase · DOL Form 5500 · 2024
Smart Local 1041, District 3401(a) Money Purchase Plan
Data updated 2026-08-11
- $28M
- Total assets
- 1,100
- Participants
- 76th
- Percentile by assets
- $25,053
- Avg per participant
Official DOL plan name: Smart Local 104, District 3401(a) · Sponsored by Smart Local 1041, District 3401(a) · California · Construction
$28M in assets, 1,100 participants
Smart Local 1041, District 3401(a)'s Smart Local 104, District 3401(a) reported $28M in total assets and 1,100 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 123,622 plans)
- #6,742 in Construction (9,039 peers)
Where Smart Local 104, District 3401(a) sits by assets
Smart Local 104, District 3401(a) sits in the top quartile of all filed plans by assets, $28M for 1,100 participants (~$25,053/participant), up 19.5% in 2024.
- $28M
- total plan assets (2024 EOY)
- 1,100
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $25,053
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart Local 104, District 3401(a) end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Smart Local 104, District 3401(a) reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Smart Local 104, District 3401(a) reported participants rose from 1,086 in the plan year 2023 filing to 1,100 in the plan year 2024 filing.
Smart Local 104, District 3401(a) vs the 2024 asset distribution
By assets, Smart Local 104, District 3401(a) outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 770352309 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smart Local 1041, District 3401(a))
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,059 | $19M |
| 2023 | 1 | 1,086 | $23M |
| 2024 | 1 | 1,100 | $28M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Smart Local 104, District 3401(a) vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Smart Local 104, District 3401(a) by total assets, not by location.
- Community Hospital Employees Pension Plan (NE) $27M · 314
- Local 670 Annuity Fund (NY) $28M · 1,341
- Doctors Council Annuity Fund 2 (NY) $28M · 90
- Pax Machine Works, Inc. Pension Plan & Trust (OH) $28M · 188
Frequently Asked Questions
How did Smart Local 104, District 3401(a) assets move in 2024? ▼
How have Smart Local 1041, District 3401(a) plan assets changed over time? ▼
Where does Smart Local 104, District 3401(a) rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Smart Local 104, District 3401(a)? ▼
Next read for Smart Local 104, District 3401(a)
Scale reading
Ways to act on Smart Local 104, District 3401(a)'s numbers.
- By total assets, Smart Local 104, District 3401(a) ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Smart Local 1041, District 3401(a)'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Construction plans