401(k) · DOL Form 5500 · 2022
Sms Group Inc. 401(k) Plan
Data updated 2026-08-11
- $132M
- Total assets
- 917
- Participants
- 94th
- Percentile by assets
- $144,485
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $132M
- total plan assets (2022 EOY)
- 917
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $144,485
- avg assets per participant
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.
Where Sms Group 401(k) Savings Plan sits 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 vs the 2022 asset distribution
By assets, Sms Group 401(k) Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
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.)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sms Group 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sms Group 401(k) Savings Plan assets move in 2022? ▼
How have Sms Group Inc. plan assets changed over time? ▼
Where does Sms Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sms Group 401(k) Savings Plan? ▼
Next read for Sms Group 401(k) Savings Plan
Scale reading
Ways to act on Sms Group 401(k) Savings Plan's numbers.
- By total assets, Sms Group 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Sms Group Inc.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans