Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Smart Local 265 Pension Fund Pension Plan
Data updated 2026-08-25
- $607M
- Total assets Above avg plan size
- 1,224
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $496,300
- Avg per participant High balance/head
Official DOL plan name: Smart Local 265 Pension Fund · Sponsored by Trustees of the Smart Local 265 Pension Fund · Illinois · Construction
$607M in assets, 1,224 participants
Trustees of the Smart Local 265 Pension Fund's Smart Local 265 Pension Fund reported $607M in total assets and 1,224 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,813 in Construction (9,039 peers)
Where Smart Local 265 Pension Fund sits by assets
Smart Local 265 Pension Fund sits in the top 5% of all filed plans by assets, $607M for 1,224 participants (~$496,300/participant), up 7.3% in 2024.
- #8,813
- in Construction (9,039 peers)
- +7.3%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Smart Local 265 Pension Fund's outsized position by total assets
Smart Local 265 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$607,471,630 Top 2% higher than 98% 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 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. Smart Local 265 Pension Fund lands in the large band (1,224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smart Local 265 Pension Fund end-of-year assets rose from $566M in the plan year 2023 filing to $607M in the plan year 2024 filing.
- Smart Local 265 Pension Fund reported net income rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Smart Local 265 Pension Fund reported participants rose from 1,201 in the plan year 2023 filing to 1,224 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 366168611 · Trustees of the Smart Local 265 Pension Fund PY 2024 · Defined Benefit (Pension)
Smart Local 265 Pension Fund · $607M · 1,224 · 98th
- TYPE $607M
- TYPE 1,224
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Banco Popular De Puerto Rico Retirement Plan
- TYPE ind #8813
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 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $566M |
|---|---|
| Net Assets (End of Year) | $607M |
| Net Income | $41M |
| Employer EIN | 366168611 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Smart Local 265 Pension Fund)
Sponsor-wide plan assets over time
All Trustees of the Smart Local 265 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $607M 15.368515338074479% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,134 | $527M |
| 2023 | 1 | 1,201 | $566M |
| 2024 | 1 | 1,224 | $607M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Smart Local 265 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Banco Popular De Puerto Rico Retirement Plan in PR ($607M); by covered participants it is Finra Employees Retirement Plan in DC (1,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607M here).
- Banco Popular De Puerto Rico Retirement Plan (PR) $607M · 1,845
- Local 338 Retirement Fund (NY) $607M · 1,782
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $607M · 1,652
- The Legacy Plan of the Unite Here Retirement Fund (NY) $609M · 18,598
Similar participant headcount
Nearest other-state filings by covered participants (1,224 participants); asset peers above are excluded.
- Finra Employees Retirement Plan (DC) 1,224 · 0 off
- American Cancer Society, Inc. Retirement Annuity Plan (GA) 1,226 · 2 off
- United Industrial Workers Pension Plan (MD) 1,222 · 2 off
- Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial Hospital (PA) 1,227 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.