401(k) · DOL Form 5500 · 2024

Board of Trustees-Smart Local 265 Supp Ret Svgs Plan 401(k) Plan

Data updated 2026-08-11

$378M
Total assets: 2,467
Participants: 96th
Percentile by assets: $153,227
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$378M
total plan assets (2024 EOY): 2,467
covered participants: 96th
percentile by assets (of 123,622 plans): $153,227
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Smart Local 265 Supplemental Retirement Savings Plan reports 2,467 participants - 3.2x that state average ($378M EOY assets).

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)

Total plan assets by year, all Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plans on file

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.

Smart Local 265 Supplemental Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare Smart Local 265 Supplemental Retirement … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smart Local 265 Supplemental Retirement Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did Smart Local 265 Supplemental Retirement Savings Plan assets move in 2024? ▼

Smart Local 265 Supplemental Retirement Savings Plan grew at a solid clip - up 9.1% during 2024, from $346M to $378M. Reported net income was $31M.

How have Board of Trustees-Smart Local 265 Supp Ret Svgs Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets grew 25.0%, from $302M to $378M.

Where does Smart Local 265 Supplemental Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Smart Local 265 Supplemental Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Smart Local 265 Supplemental Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Faith Technologies Incorporated 401(k) Retirement Plan in WI ($378M, 3,155 participants).

Next read for Smart Local 265 Supplemental Retirement …

Filing takeaways

Ways to act on Smart Local 265 Supplemental Retirement Savings Plan's numbers.

By total assets, Smart Local 265 Supplemental Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan's sponsor-wide assets have grown 25.0% 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 363911499.