401(k) · DOL Form 5500 · 2022

Senior Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
240
Participants Below avg headcount
40th
Percentile by assets National rank
$12,199
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Management, Inc 401(k) Retirement Plan · Sponsored by Senior Management, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 240 participants

Senior Management, Inc.'s Senior Management, Inc 401(k) Retirement Plan reported $3M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,692 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Senior Management, Inc 401(k) Retirement Plan covers 240 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#8,692
in Healthcare & Social Assistance (20,060 peers)
-25.0%
assets change YoY

The plan reported a net loss of $974K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Senior Management, Inc 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Senior Management, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$2,927,734 40th percentile higher than 40% 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

Senior Management, Inc 401(k) Retirement 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. Senior Management, Inc 401(k) Retirement Plan sits mid-pack in the medium band (240 participants).

Published 5500 schedule card

Filing strip 201105150 · Senior Management, Inc. PY 2022 · 401(k)

Senior Management, Inc 401(k) Retirement Plan · $3M · 240 · 40th

  • PART $3M
  • TYPE 240
  • NET 40th
  • BOOK 401(k)
  • VS-ST near The Cypress 401(k) Retirement Savings Plan
  • BOY ind #8692

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Senior Management, Inc 401(k) Retirement Plan in the asset neighbourhood

Senior Management, Inc 401(k) Retirement PlanSenior Management, Inc 401(k…$3MThe Cypress 401(k) Retirement Savings PlanThe Cypress 401(k) Retiremen…$3MSki Windham 401(k) Plan$3MLe Panier, Inc 401(k) and Profit Sharing PlanLe Panier, Inc 401(k) and Pr…$3M403(b) Thrift Plan for Employees of Worcester Community Action Council, Inc.403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Senior Management, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$974K
Employer EIN201105150
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Management, Inc.)

Sponsor-wide plan assets over time

All Senior Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.85908555900229% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.93M $4.09M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 240 $3M
2023 1 246 $4M
2024 1 309 $4M

Nearby 401(k) Plans in Wisconsin

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

Senior Management, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Senior Management, Inc 401(k) Retirement Plan, Total assets ($B): 0.002927734 · Participants: 240Senior Management, Inc 401(k) 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
Senior Management, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Senior Management, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Senior Management, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Cypress 401(k) Retirement Savings Plan in SC ($3M); by covered participants it is Spinnaker 401(k) Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Senior Management, Inc 401(k) Retirement Plan assets move in 2022? ▼
Senior Management, Inc 401(k) Retirement Plan declined sharply - down 25.0% during 2022, from $4M to $3M. Reported net income was -$974K.
How have Senior Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Management, Inc.'s sponsor-wide assets grew 39.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Senior Management, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cypress 401(k) Retirement Savings Plan in SC ($3M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Senior Management, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spinnaker 401(k) Plan in OH (240 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 201105150.

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.