401(k) · DOL Form 5500 · 2023

S&me, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,092
Participants Near avg headcount
92nd
Percentile by assets National rank
$98,390
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S&me, Inc. 401(k) Plan · Sponsored by S&me, Inc. · North Carolina · Professional & Technical Services

$107M in assets, 1,092 participants

S&me, Inc.'s S&me, Inc. 401(k) Plan reported $107M in total assets and 1,092 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,872 in Professional & Technical Services (20,321 peers)

Where S&me, Inc. 401(k) Plan sits by assets

S&me, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 1,092 participants (~$98,390/participant), up 12.5% in 2023.

#18,872
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

S&me, Inc. 401(k) Plan's outsized position by total assets

S&me, Inc. 401(k) Plan vs every filed plan by assets

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

$107,441,377 Top 8% higher than 92% of 127,068 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 2023

S&me, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&me, Inc. 401(k) Plan lands in the large band (1,092 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&me, Inc. 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • S&me, Inc. 401(k) Plan end-of-year assets rose from $96M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560791580 · S&me, Inc. PY 2023 · 401(k)

S&me, Inc. 401(k) Plan · $107M · 1,092 · 92nd

  • 5500 $107M
  • ASSETS 1,092
  • PCT 92nd
  • EIN 401(k)
  • RANK near Peoples Bancorp Inc. Retirement Savings Plan
  • PHOTO ind #18872

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 North Carolina →

S&me, Inc. 401(k) Plan in the asset neighbourhood

Eurovia USA Profit Sharing and 401(k) PlanEurovia USA Profit Sharing a…$107MS&me, Inc. 401(k) Plan$107MPeoples Bancorp Inc. Retirement Savings PlanPeoples Bancorp Inc. Retirem…$107MCriteo Corporation 401(k) Retirement PlanCriteo Corporation 401(k) Re…$107MLakeland Bancorp, Inc. Salary Savings 401(k) Plan and TrustLakeland Bancorp, Inc. Salar…$107M
End-of-year total assets ($M) among S&me, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$107M
Net Income$11M
Employer EIN560791580
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&me, Inc.)

Sponsor-wide plan assets over time

All S&me, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$197M 42.32469367094945% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $139M $198M ▲ +42.3%
Year Plans Participants Total Assets
2022 2 2,064 $139M
2023 2 2,059 $171M
2024 2 2,034 $197M

Nearby 401(k) Plans in North Carolina

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

S&me, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants S&me, Inc. 401(k) Plan, Total assets ($B): 0.107441377 · Participants: 1092S&me, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
S&me, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare S&me, Inc. 401(k) Plan side-by-side with 3 peers →

S&me, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Peoples Bancorp Inc. Retirement Savings Plan in OH ($107M); by covered participants it is Consigli Construction Co., Inc. Profit Sharing/401(k) Plan and Trust in MA (1,092 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,092 participants); asset peers above are excluded.

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 S&me, Inc. 401(k) Plan assets move in 2023? ▼
S&me, Inc. 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $96M to $107M. Reported net income was $11M.
How have S&me, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&me, Inc.'s sponsor-wide assets grew 42.3%, from $139M to $197M.
Where does S&me, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
S&me, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to S&me, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples Bancorp Inc. Retirement Savings Plan in OH ($107M, 1,286 participants).
Which 401(k) plans cover a similar participant headcount to S&me, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consigli Construction Co., Inc. Profit Sharing/401(k) Plan and Trust in MA (1,092 participants, $165M 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 560791580.

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.