401(k) · DOL Form 5500 · 2022

Sms Assist, L.L.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
828
Participants Near avg headcount
77th
Percentile by assets National rank
$24,341
Avg per participant Low balance/head
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Official DOL plan name: Sms Assist, L.L.C. 401(k) Plan · Sponsored by Sms Assist, L.L.C. · Illinois · Administrative & Support Services

$20M in assets, 828 participants

Sms Assist, L.L.C.'s Sms Assist, L.L.C. 401(k) Plan reported $20M in total assets and 828 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,404 in Administrative & Support Services (4,927 peers)

Where Sms Assist, L.L.C. 401(k) Plan sits by assets

Sms Assist, L.L.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 828 participants (~$24,341/participant), up 6.7% in 2022.

#4,404
in Administrative & Support Services (4,927 peers)
+6.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sms Assist, L.L.C. 401(k) Plan's outsized position by total assets

Sms Assist, L.L.C. 401(k) Plan vs every filed plan by assets

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

$20,154,729 Top 23% higher than 77% 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

Sms Assist, L.L.C. 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. Sms Assist, L.L.C. 401(k) Plan sits mid-pack in the medium band (828 participants).

EBSA filing schedule strip

Filing strip 364296411 · Sms Assist, L.L.C. PY 2022 · 401(k)

Sms Assist, L.L.C. 401(k) Plan · $20M · 828 · 77th

  • BOOK $20M
  • VS-ST 828
  • BOY 77th
  • SCH 401(k)
  • EBSA near Tait & Associates, Inc. 401(k) Savings Plan
  • PART ind #4404

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Sms Assist, L.L.C. 401(k) Plan in the asset neighbourhood

Tait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$20MStant Corporation 401(k) Plan$20MSms Assist, L.L.C. 401(k) PlanSms Assist, L.L.C. 401(k) Pl…$20MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$20MTri Holdco., Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Sms Assist, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN364296411
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Assist, L.L.C.)

Sponsor-wide plan assets over time

All Sms Assist, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 98.8690098487556% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.2M $40.1M ▲ +98.9%
Year Plans Participants Total Assets
2022 1 828 $20M
2023 1 1,256 $27M
2024 1 1,080 $40M

Nearby 401(k) Plans in Illinois

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

Sms Assist, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sms Assist, L.L.C. 401(k) Plan, Total assets ($B): 0.020154729 · Participants: 828Sms Assist, L.L.C. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Sms Assist, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sms Assist, L.L.C. 401(k) Plan side-by-side with 3 peers →

Sms Assist, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tait & Associates, Inc. 401(k) Savings Plan in CA ($20M); by covered participants it is Kemin Worldwide Holdings, Inc. Savings Plan in IA (828 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (828 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 Sms Assist, L.L.C. 401(k) Plan assets move in 2022? ▼
Sms Assist, L.L.C. 401(k) Plan grew at a solid clip - up 6.7% during 2022, from $19M to $20M. Reported net income was $1M.
How have Sms Assist, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sms Assist, L.L.C.'s sponsor-wide assets grew 98.9%, from $20M to $40M.
Where does Sms Assist, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sms Assist, L.L.C. 401(k) Plan ranks in the 77th 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 Sms Assist, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tait & Associates, Inc. 401(k) Savings Plan in CA ($20M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Sms Assist, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemin Worldwide Holdings, Inc. Savings Plan in IA (828 participants, $112M 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 364296411.

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.