401(k) · DOL Form 5500 · 2023

Sms Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3,792
Participants Above avg headcount
53rd
Percentile by assets National rank
$1,988
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sms Holdings Corp. 401(k) Savings Plan · Sponsored by Sms Holdings Corp. · Tennessee · Administrative & Support Services

$8M in assets, 3,792 participants

Sms Holdings Corp.'s Sms Holdings Corp. 401(k) Savings Plan reported $8M in total assets and 3,792 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,191 in Administrative & Support Services (4,372 peers)

Coverage in Tennessee

Sms Holdings Corp. 401(k) Savings Plan covers 3,792 participants in Tennessee, 3.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $8M.

#3,191
in Administrative & Support Services (4,372 peers)
+28.5%
assets growth YoY

Sms Holdings Corp. 401(k) Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sms Holdings Corp. 401(k) Savings Plan vs every filed plan by assets

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

$7,539,940 Top 47% higher than 53% 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

Sms Holdings Corp. 401(k) Savings 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. Sms Holdings Corp. 401(k) Savings Plan lands in the large band (3,792 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sms Holdings Corp. 401(k) Savings Plan reported net income rose from -$168K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sms Holdings Corp. 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sms Holdings Corp. 401(k) Savings Plan reported participants rose from 3,485 in the plan year 2022 filing to 3,792 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260050650 · Sms Holdings Corp. PY 2023 · 401(k)

Sms Holdings Corp. 401(k) Savings Plan · $8M · 3,792 · 53rd

  • NET $8M
  • NET 3,792
  • NET 53rd
  • NET 401(k)
  • NET near Phillipsburg Easton Honda 401(k) Plan
  • NET ind #3191

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Sms Holdings Corp. 401(k) Savings Plan in the asset neighbourhood

Sms Holdings Corp. 401(k) Savings PlanSms Holdings Corp. 401(k) Sa…$8MPhillipsburg Easton Honda 401(k) PlanPhillipsburg Easton Honda 40…$8MEdict Systems, Inc. 401(k) Profit Sharing Plan and TrustEdict Systems, Inc. 401(k) P…$8MCapitol Imaging Services, LLC 401(k) PlanCapitol Imaging Services, LL…$8MK&a Engineering Consulting 401(k) PlanK&a Engineering Consulting 4…$8M
End-of-year total assets ($M) among Sms Holdings Corp. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN260050650
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Holdings Corp.)

Sponsor-wide plan assets over time

All Sms Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.926556523831316% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.87M $8.56M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 3,485 $6M
2023 1 3,792 $8M
2024 1 4,254 $9M

Nearby 401(k) Plans in Tennessee

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

Sms Holdings Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sms Holdings Corp. 401(k) Savings Plan, Total assets ($B): 0.00753994 · Participants: 3792Sms Holdings Corp. 401(k) Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Sms Holdings Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Sms Holdings Corp. 401(k) Savings Plan side-by-side with 3 peers →

Sms Holdings Corp. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Phillipsburg Easton Honda 401(k) Plan in NJ ($8M); by covered participants it is Golden Touch Home Health Retirement Plan in NY (3,792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,792 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 Sms Holdings Corp. 401(k) Savings Plan assets move in 2023? ▼
Sms Holdings Corp. 401(k) Savings Plan grew sharply - up 28.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Sms Holdings Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sms Holdings Corp.'s sponsor-wide assets grew 45.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Sms Holdings Corp. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillipsburg Easton Honda 401(k) Plan in NJ ($8M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Sms Holdings Corp. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Golden Touch Home Health Retirement Plan in NY (3,792 participants, $793K 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 260050650.

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.