401(k) · DOL Form 5500 · 2022

Sma America Holdings, LLC. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
234
Participants Below avg headcount
76th
Percentile by assets National rank
$79,343
Avg per participant Below avg balance/head
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Official DOL plan name: Sma America 401(k) Plan · Sponsored by Sma America Holdings, LLC. · California · Management of Enterprises

$19M in assets, 234 participants

Sma America Holdings, LLC.'s Sma America 401(k) Plan reported $19M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #677 in Management of Enterprises (1,193 peers)

Coverage in California

Sma America 401(k) Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $19M.

#677
in Management of Enterprises (1,193 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sma America 401(k) Plan's outsized position by total assets

Sma America 401(k) Plan vs every filed plan by assets

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

$18,566,320 Top 24% higher than 76% 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

Sma America 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. Sma America 401(k) Plan sits mid-pack in the medium band (234 participants).

Published 5500 schedule card

Filing strip 680462706 · Sma America Holdings, LLC. PY 2022 · 401(k)

Sma America 401(k) Plan · $19M · 234 · 76th

  • TYPE $19M
  • NET 234
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Drift Inc. Retirement Savings Plan
  • SCH ind #677

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 Management of Enterprises retirement plans → · Plans in California →

Sma America 401(k) Plan in the asset neighbourhood

Sma America 401(k) Plan$19MDrift Inc. Retirement Savings PlanDrift Inc. Retirement Saving…$19MKoonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings PlanKoonz, Mckenney, Johnson & D…$19MDuncan-Parnell, Inc. 401(k) Plan and TrustDuncan-Parnell, Inc. 401(k) …$19MMhc 401(k) Plan$19M
End-of-year total assets ($M) among Sma America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN680462706
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sma America Holdings, LLC.)

Sponsor-wide plan assets over time

All Sma America Holdings, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.41971591570112% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $27.2M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 234 $19M
2023 1 227 $22M
2024 1 245 $27M

Nearby 401(k) Plans in California

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

Sma America 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sma America 401(k) Plan, Total assets ($B): 0.01856632 · Participants: 234Sma America 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
Sma America 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sma America 401(k) Plan side-by-side with 3 peers →

Sma America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Drift Inc. Retirement Savings Plan in MA ($19M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Sma America 401(k) Plan assets move in 2022? ▼
Sma America 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Sma America Holdings, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sma America Holdings, LLC.'s sponsor-wide assets grew 46.4%, from $19M to $27M.
Where does Sma America 401(k) Plan rank by assets among Form 5500 filers? ▼
Sma America 401(k) Plan ranks in the 76th 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 Sma America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drift Inc. Retirement Savings Plan in MA ($19M, 504 participants).
Which 401(k) plans cover a similar participant headcount to Sma America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 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 680462706.

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.