401(k) · DOL Form 5500 · 2023

Smb Bradley Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 12
Participants Small participant base: 40th
Percentile by assets National rank: $338,007
Avg per participant High balance/head

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Official DOL plan name: Smb Bradley 401(k) Plan · Sponsored by Smb Bradley Management, LLC · Illinois · Real Estate

$4M in assets, 12 participants

Smb Bradley Management, LLC's Smb Bradley 401(k) Plan reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#2,854 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Smb Bradley 401(k) Plan ranks #2,854 of 4,727 2023 filers by assets (640% of the sector average)-$4M for 12 participants.

#2,854
in Real Estate (4,727 peers): +16.8%
assets growth YoY

Smb Bradley 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Smb Bradley 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,056,087 40th percentile higher than 40% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Smb Bradley 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smb Bradley 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Smb Bradley 401(k) Plan reported net income rose from -$201K in the plan year 2022 filing to $582K in the plan year 2023 filing.
Smb Bradley 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463359932 · Smb Bradley Management, LLC PY 2023 · 401(k)

Smb Bradley 401(k) Plan · $4M · 12 · 40th

PHOTO $4M
PHOTO 12
PHOTO 40th
PHOTO 401(k)
PHOTO near Seeqc Inc. 401(k)
PHOTO ind #2854

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 Real Estate retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Smb Bradley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$582K
Employer EIN	463359932
Plan Effective Date	2004-07-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Smb Bradley Management, LLC)

Latest sponsor-wide plan assets: $5M 35.59447513971184% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$3M
2023	1	12	$4M
2024	1	12	$5M

Nearby 401(k) Plans in Illinois

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

Smb Bradley 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Smb Bradley 401(k) Plan side-by-side with 3 peers →

Smb Bradley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Seeqc Inc. 401(k) in NY ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Seeqc Inc. 401(k) (NY) $4M · 20
Bowling Management Associates, Inc. 401(k) Profit Sharing Plan & Trust (FL) $4M · 19
New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust (NC) $4M · 186
Creek Enterprise 401(k) Plan (MI) $4M · 184

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Maryland Home Care Solutions Retirement Plan (MD) 12 · 0 off
Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 12 · 0 off
Machinery & Tool Rentals, Inc. Employee Savings and Retirement Plan (OH) 12 · 0 off
Por K No, Inc. 401(k) Plan (CA) 12 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smb Bradley 401(k) Plan assets move in 2023? ▼

Smb Bradley 401(k) Plan grew sharply - up 16.8% during 2023, from $3M to $4M. Reported net income was $582K.

How have Smb Bradley Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smb Bradley Management, LLC's sponsor-wide assets grew 35.6%, from $3M to $5M.

Which 401(k) plans are similar in size to Smb Bradley 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Seeqc Inc. 401(k) in NY ($4M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Smb Bradley 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463359932.