401(k) · DOL Form 5500 · 2022
Northern Shared Medical Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 383
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $103,930
- Avg per participant Below avg balance/head
Official DOL plan name: Sms Retirement Savings Plan · Sponsored by Northern Shared Medical Services, Inc. · Wisconsin · Professional & Technical Services
$40M in assets, 383 participants
Northern Shared Medical Services, Inc.'s Sms Retirement Savings Plan reported $40M in total assets and 383 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #18,738 in Professional & Technical Services (21,562 peers)
Where Sms Retirement Savings Plan sits by assets
Sms Retirement Savings Plan sits in the top quartile of all filed plans by assets, $40M for 383 participants (~$103,930/participant), down 19.6% in 2022.
- #18,738
- in Professional & Technical Services (21,562 peers)
- -19.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sms Retirement Savings Plan's outsized position by total assets
Sms Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,805,233 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sms Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sms Retirement Savings Plan sits mid-pack in the medium band (383 participants).
Plan-year Form 5500 strip
Filing strip 411388075 · Northern Shared Medical Services, Inc. PY 2022 · 401(k)
Sms Retirement Savings Plan · $40M · 383 · 86th
- BOOK $40M
- BOOK 383
- BOOK 86th
- BOOK 401(k)
- BOOK near Computer Systems Center Inc 401(k) Retirement Plan
- BOOK ind #18738
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 Wisconsin →
Sms Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$10M |
| Employer EIN | 411388075 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Shared Medical Services, Inc.)
Sponsor-wide plan assets over time
All Northern Shared Medical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 47.60094436340877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 666 | $111M |
| 2023 | 2 | 759 | $131M |
| 2024 | 2 | 831 | $163M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Sms Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Computer Systems Center Inc 401(k) Retirement Plan in VA ($40M); by covered participants it is Cohn Family Corporate Profit Sharing Plan in PA (383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.
- Cohn Family Corporate Profit Sharing Plan (PA) 383 · 0 off
- Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust (MA) 383 · 0 off
- Universal Mental Health Services, Inc. 401(k) Plan (NC) 383 · 0 off
- Freeport Lng 401(k) Plan (TX) 383 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.