401(k) · DOL Form 5500 · 2022
Srm Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $49,913
- Avg per participant Low balance/head
Official DOL plan name: Srm 401(k) Plan · Sponsored by Srm Management Services, LLC · Washington · Healthcare & Social Assistance
$13M in assets, 269 participants
Srm Management Services, LLC's Srm 401(k) Plan reported $13M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,108 in Healthcare & Social Assistance (20,060 peers)
Coverage in Washington
Srm 401(k) Plan covers 269 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.
- #15,108
- in Healthcare & Social Assistance (20,060 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Srm 401(k) Plan's outsized position by total assets
Srm 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,426,633 Top 29% higher than 71% 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
Srm 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. Srm 401(k) Plan sits mid-pack in the medium band (269 participants).
Published 5500 schedule card
Filing strip 850913400 · Srm Management Services, LLC PY 2022 · 401(k)
Srm 401(k) Plan · $13M · 269 · 71st
- EIN $13M
- EIN 269
- EIN 71st
- EIN 401(k)
- EIN near Dana F. Cole & Company, LLP 401(k) Retirement Plan
- EIN ind #15108
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 Healthcare & Social Assistance retirement plans → · Plans in Washington →
Srm 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$471K |
| Employer EIN | 850913400 |
| Plan Effective Date | 2020-09-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Srm Management Services, LLC)
Sponsor-wide plan assets over time
All Srm Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $13M |
| 2023 | 1 | 291 | $17M |
| 2024 | 1 | 353 | N/A |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Srm 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Dana F. Cole & Company, LLP 401(k) Retirement Plan in NE ($13M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 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.