401(k) · DOL Form 5500 · 2023

Smi Management, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
566
Participants Below avg headcount
83rd
Percentile by assets National rank
$68,905
Avg per participant Below avg balance/head
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Official DOL plan name: Smi Management, LLC 401(k) Plan and Trust · Sponsored by Smi Management, LLC · Georgia · Information & Media

$39M in assets, 566 participants

Smi Management, LLC's Smi Management, LLC 401(k) Plan and Trust reported $39M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,146 in Information & Media (2,818 peers)

Where Smi Management, LLC 401(k) Plan and Trust sits by assets

Smi Management, LLC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 566 participants (~$68,905/participant), up 18.3% in 2023.

#2,146
in Information & Media (2,818 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Smi Management, LLC 401(k) Plan and Trust's outsized position by total assets

Smi Management, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$39,000,315 Top 17% higher than 83% 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

Smi Management, LLC 401(k) Plan and Trust 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. Smi Management, LLC 401(k) Plan and Trust sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smi Management, LLC 401(k) Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Smi Management, LLC 401(k) Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 831940216 · Smi Management, LLC PY 2023 · 401(k)

Smi Management, LLC 401(k) Plan and Trust · $39M · 566 · 83rd

  • BOY $39M
  • SCH 566
  • EBSA 83rd
  • PART 401(k)
  • TYPE near J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan
  • NET ind #2146

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 Information & Media retirement plans → · Plans in Georgia →

Smi Management, LLC 401(k) Plan and Trust in the asset neighbourhood

Reddy Ice LLC 401(k) Plan$39MSmi Management, LLC 401(k) Plan and TrustSmi Management, LLC 401(k) P…$39MJ.H. Bennett & Company, Inc. Employee Stock Ownership and Savings PlanJ.H. Bennett & Company, Inc.…$39MBoston Ivf 401(k) Plan$39MRichard a. Alaimo Associates Savings and Investment PlanRichard a. Alaimo Associates…$39M
End-of-year total assets ($M) among Smi Management, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN831940216
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smi Management, LLC)

Sponsor-wide plan assets over time

All Smi Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 29.27198966163284% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33M $42.6M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 561 $33M
2023 1 566 $39M
2024 1 584 $43M

Nearby 401(k) Plans in Georgia

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

Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smi Management, LLC 401(k) Plan and Trust, Total assets ($B): 0.039000315 · Participants: 566Smi Management, LLC 401(k) Plan and TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smi Management, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Smi Management, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan in MI ($39M); by covered participants it is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (566 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 Smi Management, LLC 401(k) Plan and Trust assets move in 2023? ▼
Smi Management, LLC 401(k) Plan and Trust grew sharply - up 18.3% during 2023, from $33M to $39M. Reported net income was $6M.
How have Smi Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smi Management, LLC's sponsor-wide assets grew 29.3%, from $33M to $43M.
Where does Smi Management, LLC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Smi Management, LLC 401(k) Plan and Trust ranks in the 83rd 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 Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J.H. Bennett & Company, Inc. Employee Stock Ownership and Savings Plan in MI ($39M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants, $30M 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 831940216.

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.