401(k) · DOL Form 5500 · 2022

Strategic Management Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
178
Participants Small participant base
73rd
Percentile by assets National rank
$86,250
Avg per participant Below avg balance/head
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Official DOL plan name: Strategic Management Solutions, LLC 401(k) Profit Sharing Plan · Sponsored by Strategic Management Solutions, LLC · New Mexico · Professional & Technical Services

$15M in assets, 178 participants

Strategic Management Solutions, LLC's Strategic Management Solutions, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,646 in Professional & Technical Services (21,562 peers)

Coverage in New Mexico

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan covers 178 participants in New Mexico, about 49% of the average New Mexico filer (state average ~365 per filing). Assets: $15M.

#15,646
in Professional & Technical Services (21,562 peers)
+3.1%
assets growth YoY

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,352,552 Top 27% higher than 73% 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

Strategic Management Solutions, LLC 401(k) Profit Sharing 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. Strategic Management Solutions, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (178 participants).

Plan-year Form 5500 strip

Filing strip 261423043 · Strategic Management Solutions, LLC PY 2022 · 401(k)

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan · $15M · 178 · 73rd

  • EOY $15M
  • 5500 178
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Willmeng Construction, Inc. 401(k) Plan
  • RANK ind #15646

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 New Mexico →

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Strategic Management Solutions, LLC 401(k) Profit Sharing PlanStrategic Management Solutio…$15MWillmeng Construction, Inc. 401(k) PlanWillmeng Construction, Inc. …$15MTerraphase Engineering 401(k) PlanTerraphase Engineering 401(k…$15MAdvantage Computing Systems, Inc. 401(k) PlanAdvantage Computing Systems,…$15MCentrica Business Solutions US, Inc. 401(k) PlanCentrica Business Solutions …$15M
End-of-year total assets ($M) among Strategic Management Solutions, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$461K
Employer EIN261423043
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Management Solutions, LLC)

Sponsor-wide plan assets over time

All Strategic Management Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 66.41861887196345% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.6M ▲ +66.4%
Year Plans Participants Total Assets
2022 1 178 $15M
2023 1 275 $23M
2024 1 303 $26M

Nearby 401(k) Plans in New Mexico

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

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Strategic Management Solutions, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015352552 · Participants: 178Strategic Management Solutions, LLC 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Strategic Management Solutions, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Strategic Management Solutions, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Strategic Management Solutions, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Willmeng Construction, Inc. 401(k) Plan in AZ ($15M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Strategic Management Solutions, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Strategic Management Solutions, LLC 401(k) Profit Sharing Plan edged up modestly - up 3.1% during 2022, from $15M to $15M. Reported net income was $461K.
How have Strategic Management Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Management Solutions, LLC's sponsor-wide assets grew 66.4%, from $15M to $26M.
Which 401(k) plans are similar in size to Strategic Management Solutions, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willmeng Construction, Inc. 401(k) Plan in AZ ($15M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Management Solutions, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Inc. Retirement Plan in WI (178 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 261423043.

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.