401(k) · DOL Form 5500 · 2023

Smallwood Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
385
Participants Below avg headcount
34th
Percentile by assets National rank
$6,910
Avg per participant Low balance/head
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Official DOL plan name: Smallwood Management Co LLC 401(k) Plan · Sponsored by Smallwood Management Company, LLC · Texas · Retail Trade

$3M in assets, 385 participants

Smallwood Management Company, LLC's Smallwood Management Co LLC 401(k) Plan reported $3M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,844 in Retail Trade (8,414 peers)

Smallwood Management Company, LLC multi-year trail

Smallwood Management Company, LLC's plans moved +133.2% in assets from 2022 to 2024; this filing shows Smallwood Management Co LLC 401(k) Plan at $3M / 385 participants.

#3,844
in Retail Trade (8,414 peers)
+70.1%
assets growth YoY

Smallwood Management Co LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Smallwood Management Co LLC 401(k) Plan vs every filed plan by assets

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

$2,660,364 34th percentile higher than 34% 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

Smallwood Management Co LLC 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. Smallwood Management Co LLC 401(k) Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smallwood Management Co LLC 401(k) Plan reported net income rose from $496K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Smallwood Management Co LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smallwood Management Co LLC 401(k) Plan reported participants rose from 341 in the plan year 2022 filing to 385 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461415403 · Smallwood Management Company, LLC PY 2023 · 401(k)

Smallwood Management Co LLC 401(k) Plan · $3M · 385 · 34th

  • RANK $3M
  • RANK 385
  • RANK 34th
  • RANK 401(k)
  • RANK near Ventura Wealth Management Profit Sharing Plan
  • RANK ind #3844

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 Retail Trade retirement plans → · Plans in Texas →

Smallwood Management Co LLC 401(k) Plan in the asset neighbourhood

Smallwood Management Co LLC 401(k) PlanSmallwood Management Co LLC …$3MVentura Wealth Management Profit Sharing PlanVentura Wealth Management Pr…$3MAurora Machine 401(k) Savings PlanAurora Machine 401(k) Saving…$3MHi-Noon Petroleum, Inc. 401(k) PlanHi-Noon Petroleum, Inc. 401(…$3MIndtai, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Smallwood Management Co LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smallwood Management Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smallwood Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 133.21554747726861% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.56M $3.65M ▲ +134.0%
Year Plans Participants Total Assets
2022 1 341 $2M
2023 1 385 $3M
2024 1 355 $4M

Smallwood Management Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN461415403
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smallwood Management Co LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smallwood Management Co LLC 401(k) Plan, Total assets ($B): 0.002660364 · Participants: 385Smallwood Management Co LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Smallwood Management Co LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smallwood Management Co LLC 401(k) Plan side-by-side with 3 peers →

Smallwood Management Co LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ventura Wealth Management Profit Sharing Plan in PA ($3M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Smallwood Management Co LLC 401(k) Plan assets move in 2023? ▼
Smallwood Management Co LLC 401(k) Plan surged - up 70.1% during 2023, from $2M to $3M. Reported net income was $1M.
How have Smallwood Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smallwood Management Company, LLC's sponsor-wide assets grew 133.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Smallwood Management Co LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ventura Wealth Management Profit Sharing Plan in PA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Smallwood Management Co LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnifi Financial 401(k) Plan & Trust in MN (385 participants, $48M 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 461415403.

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.