401(k) · DOL Form 5500 · 2022

S&me, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
1,094
Participants Near avg headcount
92nd
Percentile by assets National rank
$87,307
Avg per participant Below avg balance/head
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Official DOL plan name: S&me, Inc. 401(k) Plan · Sponsored by S&me, Inc. · North Carolina · Professional & Technical Services

$96M in assets, 1,094 participants

S&me, Inc.'s S&me, Inc. 401(k) Plan reported $96M in total assets and 1,094 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,179 in Professional & Technical Services (21,562 peers)

Where S&me, Inc. 401(k) Plan sits by assets

S&me, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 1,094 participants (~$87,307/participant), down 17.0% in 2022.

#20,179
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S&me, Inc. 401(k) Plan's outsized position by total assets

S&me, Inc. 401(k) Plan vs every filed plan by assets

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

$95,513,737 Top 8% higher than 92% 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

S&me, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&me, Inc. 401(k) Plan lands in the large band (1,094 participants).

Published 5500 schedule card

Filing strip 560791580 · S&me, Inc. PY 2022 · 401(k)

S&me, Inc. 401(k) Plan · $96M · 1,094 · 92nd

  • BOY $96M
  • SCH 1,094
  • EBSA 92nd
  • PART 401(k)
  • TYPE near Thorlabs, Inc 401(k) Retirement Plan
  • NET ind #20179

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

S&me, Inc. 401(k) Plan in the asset neighbourhood

Thorlabs, Inc 401(k) Retirement PlanThorlabs, Inc 401(k) Retirem…$96MCyberark Software, Inc. 401(k) PlanCyberark Software, Inc. 401(…$96MSazerac Company, Inc. 401(k) PlanSazerac Company, Inc. 401(k)…$96MS&me, Inc. 401(k) Plan$96MWd-40 Company Profit Sharing/401(k) PlanWd-40 Company Profit Sharing…$95M
End-of-year total assets ($M) among S&me, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$96M
Net Income-$20M
Employer EIN560791580
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&me, Inc.)

Sponsor-wide plan assets over time

All S&me, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$197M 42.32469367094945% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $139M $198M ▲ +42.3%
Year Plans Participants Total Assets
2022 2 2,064 $139M
2023 2 2,059 $171M
2024 2 2,034 $197M

Nearby 401(k) Plans in North Carolina

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

S&me, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants S&me, Inc. 401(k) Plan, Total assets ($B): 0.095513737 · Participants: 1094S&me, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
S&me, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

S&me, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Thorlabs, Inc 401(k) Retirement Plan in NJ ($96M); by covered participants it is Deem/Csc/Gbi 401(k) Plan in IN (1,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 S&me, Inc. 401(k) Plan assets move in 2022?
S&me, Inc. 401(k) Plan declined sharply - down 17.0% during 2022, from $115M to $96M. Reported net income was -$20M.
How have S&me, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), S&me, Inc.'s sponsor-wide assets grew 42.3%, from $139M to $197M.
Where does S&me, Inc. 401(k) Plan rank by assets among Form 5500 filers?
S&me, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to S&me, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Thorlabs, Inc 401(k) Retirement Plan in NJ ($96M, 1,238 participants).
Which 401(k) plans cover a similar participant headcount to S&me, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Deem/Csc/Gbi 401(k) Plan in IN (1,094 participants, $52M in assets).