Money Purchase · DOL Form 5500 · 2024
Smart Local 1041, District 3401(a) Money Purchase Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,100
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $25,053
- Avg per participant Low balance/head
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.
- #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.
- #6,742
- in Construction (9,039 peers)
- +19.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Smart Local 104, District 3401(a)'s outsized position by total assets
Smart Local 104, District 3401(a) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,558,393 Top 24% higher than 76% 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 104, District 3401(a)'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 104, District 3401(a) lands in the large band (1,100 participants).
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.
Published 5500 schedule card
Filing strip 770352309 · Smart Local 1041, District 3401(a) PY 2024 · Money Purchase
Smart Local 104, District 3401(a) · $28M · 1,100 · 76th
- PCT $28M
- PCT 1,100
- PCT 76th
- PCT Money Purchase
- PCT near Community Hospital Employees Pension Plan
- PCT ind #6742
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 California →
Smart Local 104, District 3401(a) in the asset neighbourhood
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))
Sponsor-wide plan assets over time
All Smart Local 1041, District 3401(a) plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 43.845313843001016% vs 2022
- 2024 filing year
| 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.
- 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
Smart Local 104, District 3401(a)'s out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Community Hospital Employees Pension Plan in NE ($27M); by covered participants it is Plumbers & Steamfitters Local 81 Annuity Fund in NY (1,100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,100 participants); asset peers above are excluded.
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,100 · 0 off
- Valley View Hospital Money Purchase Plan (CO) 1,100 · 0 off
- The Legal Aid Society Staff Attorneys Pension Plan (NY) 1,084 · 16 off
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,118 · 18 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.