401(k) · DOL Form 5500 · 2022

Sml Financial Services PC 401(k) Plan

Data updated 2026-08-25

$863K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$287,608
Avg per participant High balance/head
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Official DOL plan name: Sml Financial Services PC 401(k) · Sponsored by Sml Financial Services PC · Pennsylvania · Finance & Insurance

$863K in assets, 3 participants

Sml Financial Services PC's Sml Financial Services PC 401(k) reported $863K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,417 in Finance & Insurance (9,261 peers)

Sml Financial Services PC multi-year trail

Sml Financial Services PC's plans moved +118.8% in assets from 2022 to 2024; this filing shows Sml Financial Services PC 401(k) at $863K / 3 participants.

#1,417
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY

The plan reported a net loss of $212K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sml Financial Services PC 401(k) among the smaller filed plans by assets

Sml Financial Services PC 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$862,823 23rd percentile higher than 23% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sml Financial Services PC 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sml Financial Services PC 401(k) is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 453836735 · Sml Financial Services PC PY 2022 · 401(k)

Sml Financial Services PC 401(k) · $863K · 3 · 23rd

  • BOOK $863K
  • VS-ST 3
  • BOY 23rd
  • SCH 401(k)
  • EBSA near Coppermine Fieldhouse LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #1417

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Sml Financial Services PC 401(k) in the asset neighbourhood

Sml Financial Services PC 401(k)Sml Financial Services PC 40…$863KCoppermine Fieldhouse LLC 401(k) Profit Sharing Plan & TrustCoppermine Fieldhouse LLC 40…$863KSachem Eye Care 401(k) Plan$863KSeniors Moving Smarter LLC 401(k) Profit Sharing PlanSeniors Moving Smarter LLC 4…$863KClyde's Delicious Donuts Plant Employees' 401(k) PlanClyde's Delicious Donuts Pla…$863K
End-of-year total assets ($M) among Sml Financial Services PC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sml Financial Services PC multi-year asset trail

Sponsor-wide plan assets over time

All Sml Financial Services PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 118.83120871835821% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.86M $1.89M ▲ +119.8%
Year Plans Participants Total Assets
2022 1 3 $863K
2023 1 3 $1M
2024 1 3 $2M

Sml Financial Services PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$863K
Net Income-$212K
Employer EIN453836735
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sml Financial Services PC 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sml Financial Services PC 401(k), Total assets ($B): 0.000862823 · Participants: 3Sml Financial Services PC 401(k)Comcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Sml Financial Services PC 401(k) vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sml Financial Services PC 401(k) side-by-side with 3 peers →

Sml Financial Services PC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Coppermine Fieldhouse LLC 401(k) Profit Sharing Plan & Trust in MD ($863K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sml Financial Services PC 401(k) assets move in 2022? ▼
Sml Financial Services PC 401(k) declined sharply - down 19.7% during 2022, from $1M to $863K. Reported net income was -$212K.
How have Sml Financial Services PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sml Financial Services PC's sponsor-wide assets grew 118.8%, from $863K to $2M.
Where does Sml Financial Services PC 401(k) rank by assets among Form 5500 filers? ▼
Sml Financial Services PC 401(k) ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sml Financial Services PC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Coppermine Fieldhouse LLC 401(k) Profit Sharing Plan & Trust in MD ($863K, 123 participants).
Which 401(k) plans cover a similar participant headcount to Sml Financial Services PC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453836735.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.