401(k)
2022 plan-year 401(k) DOL Form 5500

Sms Data Products Group, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Sms Data Products Group, Inc. Β· Virginia Β· Professional & Technical Services

What the 2023 filing shows

Sms Data Products Group, Inc. 401(k) Retirement Plan holds $63M for 685 participants - about $92,179 per participant, down 16.5% over the 2022 plan year.

$63M
total plan assets (2022 EOY)
685
covered participants
$92,179
avg assets per participant
-16.5%
assets change YoY

The plan reported a net loss of $13M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$63M
Participants
685
State
Industry
Professional & Technical Services

What the Filing Says About Sms Data Products Group, Inc. 401(k) Retirement Plan

Sms Data Products Group, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Sms Data Products Group, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 685 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 541039383, and the plan has been effective since 1988-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2022 to $63M at year-end β€” a decline of 16.5%. Net assets (after liabilities) closed the year at $63M, with reported net income of $-12,518,702 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$-12,518,702
Plan Type401(k)
Employer EIN541039383
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Data Products Group, Inc.)

Year Plans Participants Total Assets
2022 1 685 $63M
2023 1 670 $78M
2024 1 630 $84M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Sms Data Products Group, Inc. 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Sms Data Products Group, Inc. 401(k) Retirement Plan holds $63M in total assets with 685 participants. It is sponsored by Sms Data Products Group, Inc..
What type of plan is Sms Data Products Group, Inc. 401(k) Retirement Plan?
Sms Data Products Group, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1988-07-01. The plan is filed with the U.S. Department of Labor under EIN 541039383.
Who sponsors the Sms Data Products Group, Inc. 401(k) Retirement Plan?
Sms Data Products Group, Inc. 401(k) Retirement Plan is sponsored by Sms Data Products Group, Inc., located in Virginia. The sponsor's EIN is 541039383 and the plan operates in the Professional & Technical Services industry.
How did Sms Data Products Group, Inc. 401(k) Retirement Plan perform in 2022?
Sms Data Products Group, Inc. 401(k) Retirement Plan declined by 16.5% during 2022, moving from $76M to $63M in total assets. Net income was $-12,518,702.
Where can I find official filings for Sms Data Products Group, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Sms Data Products Group, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541039383 or plan name at efast.dol.gov.
How does Sms Data Products Group, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Sms Data Products Group, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 541039383.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.