401(k) · DOL Form 5500 · 2022

S & M Moving Systems 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
63rd
Percentile by assets National rank
$69,125
Avg per participant Below avg balance/head
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Official DOL plan name: S & M Moving Systems 401(k) Plan · Sponsored by S & M Moving Systems · California · Transportation & Warehousing

$9M in assets, 131 participants

S & M Moving Systems's S & M Moving Systems 401(k) Plan reported $9M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,548 in Transportation & Warehousing (3,876 peers)

Coverage in California

S & M Moving Systems 401(k) Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,548
in Transportation & Warehousing (3,876 peers)
-24.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S & M Moving Systems 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

S & M Moving Systems 401(k) Plan vs every filed plan by assets

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

$9,055,400 Top 37% higher than 63% 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

S & M Moving Systems 401(k) 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. S & M Moving Systems 401(k) Plan sits mid-pack in the medium band (131 participants).

Form 5500 schedule snapshot

Filing strip 951710800 · S & M Moving Systems PY 2022 · 401(k)

S & M Moving Systems 401(k) Plan · $9M · 131 · 63rd

  • PCT $9M
  • PCT 131
  • PCT 63rd
  • PCT 401(k)
  • PCT near Altmeyer Funeral Homes, Inc. 401(k) Plan
  • PCT ind #2548

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 Transportation & Warehousing retirement plans → · Plans in California →

S & M Moving Systems 401(k) Plan in the asset neighbourhood

S & M Moving Systems 401(k) PlanS & M Moving Systems 401(k) …$9MAltmeyer Funeral Homes, Inc. 401(k) PlanAltmeyer Funeral Homes, Inc.…$9MNationwide Loan Company LLC Employees Profit Sharing and Savings PlanNationwide Loan Company LLC …$9MV.G. Reed & Sons, Inc. 401(k) Salary Reduction PlanV.G. Reed & Sons, Inc. 401(k…$9MAccurate Technologies Inc. 401(k) PlanAccurate Technologies Inc. 4…$9M
End-of-year total assets ($M) among S & M Moving Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN951710800
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S & M Moving Systems)

Sponsor-wide plan assets over time

All S & M Moving Systems plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.19594937827153% vs 2022
2023 filing year
$2M$4M$6M$8M$10M 20222023 $9.06M $3.69M ▼ -59.3%
Year Plans Participants Total Assets
2022 1 131 $9M
2023 1 143 $4M

Nearby 401(k) Plans in California

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

S & M Moving Systems 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants S & M Moving Systems 401(k) Plan, Total assets ($B): 0.0090554 · Participants: 131S & M Moving Systems 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
S & M Moving Systems 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare S & M Moving Systems 401(k) Plan side-by-side with 3 peers →

S & M Moving Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Altmeyer Funeral Homes, Inc. 401(k) Plan in WV ($9M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 S & M Moving Systems 401(k) Plan assets move in 2022? ▼
S & M Moving Systems 401(k) Plan declined sharply - down 24.7% during 2022, from $12M to $9M. Reported net income was -$3M.
How have S & M Moving Systems plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), S & M Moving Systems's sponsor-wide assets declined 59.2%, from $9M to $4M.
Which 401(k) plans are similar in size to S & M Moving Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altmeyer Funeral Homes, Inc. 401(k) Plan in WV ($9M, 213 participants).
Which 401(k) plans cover a similar participant headcount to S & M Moving Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 951710800.

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.