401(k) · DOL Form 5500 · 2022

Smart Alabama, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
359
Participants Below avg headcount
49th
Percentile by assets National rank
$13,025
Avg per participant Low balance/head
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Official DOL plan name: Smart Alabama Employee Retirement Plan · Sponsored by Smart Alabama, LLC · Alabama · Manufacturing

$5M in assets, 359 participants

Smart Alabama, LLC's Smart Alabama Employee Retirement Plan reported $5M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,747 in Manufacturing (20,602 peers)

Smart Alabama, LLC multi-year trail

Smart Alabama, LLC's plans moved +29.4% in assets from 2022 to 2024; this filing shows Smart Alabama Employee Retirement Plan at $5M / 359 participants.

#6,747
in Manufacturing (20,602 peers)
-10.5%
assets change YoY

The plan reported a net loss of $551K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smart Alabama Employee Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Smart Alabama Employee Retirement Plan vs every filed plan by assets

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

$4,675,985 49th percentile higher than 49% 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

Smart Alabama Employee Retirement 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. Smart Alabama Employee Retirement Plan sits mid-pack in the medium band (359 participants).

Published 5500 schedule card

Filing strip 020678162 · Smart Alabama, LLC PY 2022 · 401(k)

Smart Alabama Employee Retirement Plan · $5M · 359 · 49th

  • NET $5M
  • NET 359
  • NET 49th
  • NET 401(k)
  • NET near Left Hand Brewing Company 401(k) Plan
  • NET ind #6747

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 Manufacturing retirement plans → · Plans in Alabama →

Smart Alabama Employee Retirement Plan in the asset neighbourhood

Smart Alabama Employee Retirement PlanSmart Alabama Employee Retir…$5MLeft Hand Brewing Company 401(k) PlanLeft Hand Brewing Company 40…$5MAshley Mechanical, Inc. 401(k) Profit Sharing PlanAshley Mechanical, Inc. 401(…$5MMiller & Holmes, Inc. 401(k) PlanMiller & Holmes, Inc. 401(k)…$5M403(b) Thrift Plan for Employees of North Country Transitional Living Services, Inc.403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Smart Alabama Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smart Alabama, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smart Alabama, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.37421741087707% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.68M $6.05M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 359 $5M
2023 1 346 $6M
2024 1 343 $6M

Smart Alabama, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$551K
Employer EIN020678162
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Smart Alabama Employee Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Smart Alabama Employee Retirement Plan, Total assets ($B): 0.004675985 · Participants: 359Smart Alabama Employee Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Smart Alabama Employee Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Smart Alabama Employee Retirement Plan side-by-side with 3 peers →

Smart Alabama Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Left Hand Brewing Company 401(k) Plan in CO ($5M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Smart Alabama Employee Retirement Plan assets move in 2022? ▼
Smart Alabama Employee Retirement Plan pulled back noticeably - down 10.5% during 2022, from $5M to $5M. Reported net income was -$551K.
How have Smart Alabama, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smart Alabama, LLC's sponsor-wide assets grew 29.4%, from $5M to $6M.
Which 401(k) plans are similar in size to Smart Alabama Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Left Hand Brewing Company 401(k) Plan in CO ($5M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Smart Alabama Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M 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 020678162.

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.