401(k) · DOL Form 5500 · 2024
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan 401(k) Plan
Data updated 2026-08-25
- $378M
- Total assets Above avg plan size
- 2,467
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $153,227
- Avg per participant Above avg balance/head
Official DOL plan name: Smart Local 265 Supplemental Retirement Savings Plan · Sponsored by Board of Trustees-Smart Local 265 Supp Ret Svgs Plan · Illinois · Construction
$378M in assets, 2,467 participants
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's Smart Local 265 Supplemental Retirement Savings Plan reported $378M in total assets and 2,467 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.
- #8,675 in Construction (9,039 peers)
Coverage in Illinois
Smart Local 265 Supplemental Retirement Savings Plan covers 2,467 participants in Illinois, 3.2x the typical Illinois plan (state average ~779 per filing). Assets: $378M.
- #8,675
- in Construction (9,039 peers)
- +9.1%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Smart Local 265 Supplemental Retirement Savings Plan's outsized position by total assets
Smart Local 265 Supplemental Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$378,010,842 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
Smart Local 265 Supplemental Retirement Savings Plan'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 265 Supplemental Retirement Savings Plan lands in the large band (2,467 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart Local 265 Supplemental Retirement Savings Plan reported net income fell from $44M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Smart Local 265 Supplemental Retirement Savings Plan end-of-year assets rose from $346M in the plan year 2023 filing to $378M in the plan year 2024 filing.
- Smart Local 265 Supplemental Retirement Savings Plan reported participants fell from 2,480 in the plan year 2023 filing to 2,467 in the plan year 2024 filing.
DOL schedule card
Filing strip 363911499 · Board of Trustees-Smart Local 265 Supp Ret Svgs Plan PY 2024 · 401(k)
Smart Local 265 Supplemental Retirement Savings Plan · $378M · 2,467 · 96th
- IND $378M
- EOY 2,467
- 5500 96th
- ASSETS 401(k)
- PCT near Faith Technologies Incorporated 401(k) Retirement Plan
- EIN ind #8675
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 Illinois →
Smart Local 265 Supplemental Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $346M |
|---|---|
| Net Assets (End of Year) | $378M |
| Net Income | $31M |
| Employer EIN | 363911499 |
| Plan Effective Date | 1993-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Smart Local 265 Supp Ret Svgs Plan)
Sponsor-wide plan assets over time
All Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $378M 25.017724226747866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,526 | $302M |
| 2023 | 1 | 2,480 | $346M |
| 2024 | 1 | 2,467 | $378M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Smart Local 265 Supplemental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Faith Technologies Incorporated 401(k) Retirement Plan in WI ($378M); by covered participants it is Sargento Profit Sharing and Retirement Plan in WI (2,467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($378M here).
- Faith Technologies Incorporated 401(k) Retirement Plan (WI) $378M · 3,155
- Emblemhealth Services Company, LLC 401(k) Plan (NY) $378M · 1,628
- Bio-Techne Corporation and Affiliates Profit Sharing and Savings Plan (MN) $378M · 2,249
- Alpha Metallurgical Resources 401(k) Retirement Savings Plan (TN) $378M · 4,000
Similar participant headcount
Nearest other-state filings by covered participants (2,467 participants); asset peers above are excluded.
- Sargento Profit Sharing and Retirement Plan (WI) 2,467 · 0 off
- Triniplus Retirement Plan (ND) 2,466 · 1 off
- Jupiter Medical Center, Inc. 403 (B) Retirement Savings Plan (FL) 2,468 · 1 off
- Bolthouse Farms, Inc. 401(k) Retirement Plan (CA) 2,469 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.