401(k) · DOL Form 5500 · 2022

Smi Management, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
561
Participants Below avg headcount
84th
Percentile by assets National rank
$58,773
Avg per participant Low balance/head
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Official DOL plan name: Smi Management, LLC 401(k) Plan and Trust · Sponsored by Smi Management, LLC · Georgia · Information & Media

$33M in assets, 561 participants

Smi Management, LLC's Smi Management, LLC 401(k) Plan and Trust reported $33M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,242 in Information & Media (2,911 peers)

Where Smi Management, LLC 401(k) Plan and Trust sits by assets

Smi Management, LLC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 561 participants (~$58,773/participant), down 22.0% in 2022.

#2,242
in Information & Media (2,911 peers)
-22.0%
assets change YoY
0.3×
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.

Smi Management, LLC 401(k) Plan and Trust's outsized position by total assets

Smi Management, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$32,971,551 Top 16% higher than 84% 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

Smi Management, LLC 401(k) Plan and Trust 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. Smi Management, LLC 401(k) Plan and Trust sits mid-pack in the medium band (561 participants).

DOL schedule card

Filing strip 831940216 · Smi Management, LLC PY 2022 · 401(k)

Smi Management, LLC 401(k) Plan and Trust · $33M · 561 · 84th

  • RANK $33M
  • PHOTO 561
  • IND 84th
  • EOY 401(k)
  • 5500 near Daybreak Game Company 401(k) Plan
  • ASSETS ind #2242

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 Information & Media retirement plans → · Plans in Georgia →

Smi Management, LLC 401(k) Plan and Trust in the asset neighbourhood

Gtcr 401(k) Plan$33MSmi Management, LLC 401(k) Plan and TrustSmi Management, LLC 401(k) P…$33MDaybreak Game Company 401(k) PlanDaybreak Game Company 401(k)…$33MGreenheart Intermediate LLC 401(k) PlanGreenheart Intermediate LLC …$33MSuperpac, Inc. Employee's Retirement Savings PlanSuperpac, Inc. Employee's Re…$33M
End-of-year total assets ($M) among Smi Management, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN831940216
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smi Management, LLC)

Sponsor-wide plan assets over time

All Smi Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 29.27198966163284% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33M $42.6M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 561 $33M
2023 1 566 $39M
2024 1 584 $43M

Nearby 401(k) Plans in Georgia

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

Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smi Management, LLC 401(k) Plan and Trust, Total assets ($B): 0.032971551 · Participants: 561Smi Management, LLC 401(k) Plan and TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smi Management, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Smi Management, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Daybreak Game Company 401(k) Plan in CA ($33M); by covered participants it is The Contractors Retirement Plan in PA (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Smi Management, LLC 401(k) Plan and Trust assets move in 2022? ▼
Smi Management, LLC 401(k) Plan and Trust declined sharply - down 22.0% during 2022, from $42M to $33M. Reported net income was -$9M.
How have Smi Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smi Management, LLC's sponsor-wide assets grew 29.3%, from $33M to $43M.
Where does Smi Management, LLC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Smi Management, LLC 401(k) Plan and Trust ranks in the 84th 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 Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Daybreak Game Company 401(k) Plan in CA ($33M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in PA (561 participants, $7M 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 831940216.

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.