401(k) · DOL Form 5500 · 2022
Sms Group Inc. 401(k) Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 917
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $144,485
- Avg per participant Above avg balance/head
Official DOL plan name: Sms Group 401(k) Savings Plan · Sponsored by Sms Group Inc. · Pennsylvania · Professional & Technical Services
$132M in assets, 917 participants
Sms Group Inc.'s Sms Group 401(k) Savings Plan reported $132M in total assets and 917 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,530 in Professional & Technical Services (21,562 peers)
Where Sms Group 401(k) Savings Plan sits by assets
Sms Group 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $132M for 917 participants (~$144,485/participant), down 18.3% in 2022.
- #20,530
- in Professional & Technical Services (21,562 peers)
- -18.3%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sms Group 401(k) Savings Plan's outsized position by total assets
Sms Group 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$132,493,113 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sms Group 401(k) Savings 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 Group 401(k) Savings Plan sits mid-pack in the medium band (917 participants).
DOL schedule card
Filing strip 250912177 · Sms Group Inc. PY 2022 · 401(k)
Sms Group 401(k) Savings Plan · $132M · 917 · 94th
- VS-ST $132M
- BOY 917
- SCH 94th
- EBSA 401(k)
- PART near Graftech International Holdings Inc. Savings Plan
- TYPE ind #20530
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 Pennsylvania →
Sms Group 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$30M |
| Employer EIN | 250912177 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sms Group Inc.)
Sponsor-wide plan assets over time
All Sms Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 26.04209624088159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 917 | $132M |
| 2023 | 1 | 1,006 | $150M |
| 2024 | 1 | 1,042 | $167M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Sms Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Graftech International Holdings Inc. Savings Plan in OH ($133M); by covered participants it is Retirement Plan for Employees of Saint Michael's College in VT (917 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- Graftech International Holdings Inc. Savings Plan (OH) $133M · 291
- West Virginia University Health System 401(k) Plan (WV) $133M · 2,605
- Sumco Phoenix Corporation Savings and Retirement Plan (AZ) $132M · 633
- Centralsquare Technologies 401(k) Plan (FL) $133M · 1,454
Similar participant headcount
Nearest other-state filings by covered participants (917 participants); asset peers above are excluded.
- Retirement Plan for Employees of Saint Michael's College (VT) 917 · 0 off
- Georgian Bay 401(k) Plan (NY) 917 · 0 off
- Pioneer Metal Finishing, LLC Retirement Savings Plan (WI) 917 · 0 off
- Cumming Management Group, Inc. 401(k) Plan-II (CA) 917 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.