401(k) · DOL Form 5500 · 2023

Sma, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
155
Participants Small participant base
79th
Percentile by assets National rank
$188,351
Avg per participant Above avg balance/head
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Official DOL plan name: Sma, Inc. 401(k) Plan · Sponsored by Sma, Inc. · California · Professional & Technical Services

$29M in assets, 155 participants

Sma, Inc.'s Sma, Inc. 401(k) Plan reported $29M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,106 in Professional & Technical Services (20,321 peers)

Coverage in California

Sma, Inc. 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $29M.

#16,106
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sma, Inc. 401(k) Plan's outsized position by total assets

Sma, Inc. 401(k) Plan vs every filed plan by assets

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

$29,194,354 Top 21% higher than 79% 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

Sma, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sma, Inc. 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sma, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sma, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Sma, Inc. 401(k) Plan reported participants fell from 163 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330080929 · Sma, Inc. PY 2023 · 401(k)

Sma, Inc. 401(k) Plan · $29M · 155 · 79th

  • ASSETS $29M
  • PCT 155
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Jackson Hole Mountain Resort 401(k) Plan
  • IND ind #16106

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 California →

Sma, Inc. 401(k) Plan in the asset neighbourhood

Hospital Housekeeping Systems 401(k) PlanHospital Housekeeping System…$29MSma, Inc. 401(k) Plan$29MJackson Hole Mountain Resort 401(k) PlanJackson Hole Mountain Resort…$29MIndustry Bancshares, Inc. 401(k) Employee Stock Ownership PlanIndustry Bancshares, Inc. 40…$29MSam Leman I, LLC 401(k) Plan$29M
End-of-year total assets ($M) among Sma, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN330080929
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sma, Inc.)

Sponsor-wide plan assets over time

All Sma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.196500841635572% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.2M $31.9M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 163 $25M
2023 1 155 $29M
2024 1 164 $32M

Nearby 401(k) Plans in California

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

Sma, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sma, Inc. 401(k) Plan, Total assets ($B): 0.029194354 · Participants: 155Sma, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sma, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sma, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Jackson Hole Mountain Resort 401(k) Plan in WY ($29M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Sma, Inc. 401(k) Plan assets move in 2023? ▼
Sma, Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $25M to $29M. Reported net income was $4M.
How have Sma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sma, Inc.'s sponsor-wide assets grew 26.2%, from $25M to $32M.
Where does Sma, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sma, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Hole Mountain Resort 401(k) Plan in WY ($29M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Sma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 330080929.

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.