401(k) · DOL Form 5500 · 2022

Specialty Management Services of Ouachita, LLC Dba Alli Management Sol 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
159
Participants Small participant base
70th
Percentile by assets National rank
$79,731
Avg per participant Below avg balance/head
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Official DOL plan name: Specialty Management Services of Ouachita, LLC 401(k) Plan · Sponsored by Specialty Management Services of Ouachita, LLC Dba Alli Management Sol · Louisiana · Professional & Technical Services

$13M in assets, 159 participants

Specialty Management Services of Ouachita, LLC Dba Alli Management Sol's Specialty Management Services of Ouachita, LLC 401(k) Plan reported $13M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,850 in Professional & Technical Services (21,562 peers)

Coverage in Louisiana

Specialty Management Services of Ouachita, LLC 401(k) Plan covers 159 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $13M.

#14,850
in Professional & Technical Services (21,562 peers)
-18.4%
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.

Specialty Management Services of Ouachita, LLC 401(k) Plan's outsized position by total assets

Specialty Management Services of Ouachita, LLC 401(k) Plan vs every filed plan by assets

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

$12,677,268 Top 30% higher than 70% 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

Specialty Management Services of Ouachita, LLC 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. Specialty Management Services of Ouachita, LLC 401(k) Plan sits mid-pack in the medium band (159 participants).

EBSA filing schedule strip

Filing strip 721509232 · Specialty Management Services of Ouachita, LLC Dba Alli Management Sol PY 2022 · 401(k)

Specialty Management Services of Ouachita, LLC 401(k) Plan · $13M · 159 · 70th

  • PART $13M
  • TYPE 159
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Charter Contracting Company, LLC 401(k) Retirement Plan
  • BOY ind #14850

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 Louisiana →

Specialty Management Services of Ouachita, LLC 401(k) Plan in the asset neighbourhood

Specialty Management Services of Ouachita, LLC 401(k) PlanSpecialty Management Service…$13MCharter Contracting Company, LLC 401(k) Retirement PlanCharter Contracting Company,…$13MTerrazzo & Marble Supply Companies 401(k) PlanTerrazzo & Marble Supply Com…$13MMarcal Paper Non-Union 401(k) PlanMarcal Paper Non-Union 401(k…$13MMoss Bros. Auto Group, Inc. 401(k) Profit Sharing PlanMoss Bros. Auto Group, Inc. …$13M
End-of-year total assets ($M) among Specialty Management Services of Ouachita, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN721509232
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Specialty Management Services of Ouachita, LLC Dba Alli Management Sol)

Sponsor-wide plan assets over time

All Specialty Management Services of Ouachita, LLC Dba Alli Management Sol plans reported in each filing year

Latest sponsor-wide plan assets
$17M 36.41174896673321% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 159 $13M
2023 1 181 $15M
2024 1 187 $17M

Nearby 401(k) Plans in Louisiana

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

Specialty Management Services of Ouachita, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Specialty Management Services of Ouachita, LLC 401(k) Plan, Total assets ($B): 0.012677268 · Participants: 159Specialty Management Services of Ouachita, LLC 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Specialty Management Services of Ouachita, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Specialty Management Services of Ouachita, LLC 401(k) Plan side-by-side with 3 peers →

Specialty Management Services of Ouachita, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Charter Contracting Company, LLC 401(k) Retirement Plan in MA ($13M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Specialty Management Services of Ouachita, LLC 401(k) Plan assets move in 2022? ▼
Specialty Management Services of Ouachita, LLC 401(k) Plan declined sharply - down 18.4% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Specialty Management Services of Ouachita, LLC Dba Alli Management Sol plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Management Services of Ouachita, LLC Dba Alli Management Sol's sponsor-wide assets grew 36.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Specialty Management Services of Ouachita, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charter Contracting Company, LLC 401(k) Retirement Plan in MA ($13M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Management Services of Ouachita, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants, $171K 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 721509232.

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.