401(k) · DOL Form 5500 · 2022

Smc, Ltd. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,596
Participants Near avg headcount
88th
Percentile by assets National rank
$33,212
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smc Retirement Plan · Sponsored by Smc, Ltd. · Wisconsin · Manufacturing

$53M in assets, 1,596 participants

Smc, Ltd.'s Smc Retirement Plan reported $53M in total assets and 1,596 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,082 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Smc Retirement Plan covers 1,596 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $53M.

#17,082
in Manufacturing (20,602 peers)
-14.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smc Retirement Plan's outsized position by total assets

Smc Retirement Plan vs every filed plan by assets

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

$53,006,383 Top 12% higher than 88% 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

Smc Retirement 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. Smc Retirement Plan lands in the large band (1,596 participants).

EBSA filing schedule strip

Filing strip 391572281 · Smc, Ltd. PY 2022 · 401(k)

Smc Retirement Plan · $53M · 1,596 · 88th

  • TYPE $53M
  • TYPE 1,596
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Grow Financial Federal Credit Union 401(k) Plan
  • TYPE ind #17082

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 Manufacturing retirement plans → · Plans in Wisconsin →

Smc Retirement Plan in the asset neighbourhood

Avon Rubber and Plastics, Inc. Employees Retirement PlanAvon Rubber and Plastics, In…$53MAustralia and New Zealand Banking Group Ltd. Retirement Savings PlanAustralia and New Zealand Ba…$53MSmc Retirement Plan$53MGrow Financial Federal Credit Union 401(k) PlanGrow Financial Federal Credi…$53MPeoples Bank Salary Investment & Profit Sharing PlanPeoples Bank Salary Investme…$53M
End-of-year total assets ($M) among Smc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN391572281
Plan Effective Date1995-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Smc, Ltd.)

Sponsor-wide plan assets over time

All Smc, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 48.852825894571986% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53M $78.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 1,596 $53M
2023 1 1,490 $67M
2024 1 1,408 $79M

Nearby 401(k) Plans in Wisconsin

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

Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Smc Retirement Plan, Total assets ($B): 0.053006383 · Participants: 1596Smc Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Smc Retirement Plan side-by-side with 3 peers →

Smc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Grow Financial Federal Credit Union 401(k) Plan in FL ($53M); by covered participants it is Tram, Inc. 401(k) Retirement Plan in MI (1,596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,596 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 Smc Retirement Plan assets move in 2022? ▼
Smc Retirement Plan pulled back noticeably - down 14.7% during 2022, from $62M to $53M. Reported net income was -$9M.
How have Smc, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smc, Ltd.'s sponsor-wide assets grew 48.9%, from $53M to $79M.
Where does Smc Retirement Plan rank by assets among Form 5500 filers? ▼
Smc Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grow Financial Federal Credit Union 401(k) Plan in FL ($53M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tram, Inc. 401(k) Retirement Plan in MI (1,596 participants, $118M 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 391572281.

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.