401(k) · DOL Form 5500 · 2023

Smc, Ltd. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,490
Participants Near avg headcount
88th
Percentile by assets National rank
$44,722
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smc Retirement Plan · Sponsored by Smc, Ltd. · Wisconsin · Manufacturing

$67M in assets, 1,490 participants

Smc, Ltd.'s Smc Retirement Plan reported $67M in total assets and 1,490 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,476 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Smc Retirement Plan covers 1,490 participants in Wisconsin, 2.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $67M.

#15,476
in Manufacturing (18,722 peers)
+25.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Smc Retirement Plan's outsized position by total assets

Smc Retirement Plan vs every filed plan by assets

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

$66,635,487 Top 12% higher than 88% 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

Smc Retirement 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. Smc Retirement Plan lands in the large band (1,490 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smc Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Smc Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Smc Retirement Plan reported participants fell from 1,596 in the plan year 2022 filing to 1,490 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391572281 · Smc, Ltd. PY 2023 · 401(k)

Smc Retirement Plan · $67M · 1,490 · 88th

  • BOOK $67M
  • BOOK 1,490
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Community Medical Imaging 401(k) Profit Sharing Plan
  • BOOK ind #15476

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 Manufacturing retirement plans → · Plans in Wisconsin →

Smc Retirement Plan in the asset neighbourhood

Halozyme Therapeutics, Inc. 401(k) PlanHalozyme Therapeutics, Inc. …$67MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$67MShorr Packaging Corp. Employees Profit Sharing & 401(k) PlanShorr Packaging Corp. Employ…$67MSmc Retirement Plan$67MCommunity Medical Imaging 401(k) Profit Sharing PlanCommunity Medical Imaging 40…$67M
End-of-year total assets ($M) among Smc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$67M
Net Income$14M
Employer EIN391572281
Plan Effective Date1995-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Smc, Ltd.)

Sponsor-wide plan assets over time

All Smc, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 48.852825894571986% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53M $78.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 1,596 $53M
2023 1 1,490 $67M
2024 1 1,408 $79M

Nearby 401(k) Plans in Wisconsin

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

Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Smc Retirement Plan, Total assets ($B): 0.066635487 · Participants: 1490Smc Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Smc Retirement Plan side-by-side with 3 peers →

Smc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Community Medical Imaging 401(k) Profit Sharing Plan in CA ($67M); by covered participants it is Burgerbusters Savings Plan in VA (1,490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,490 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 Smc Retirement Plan assets move in 2023? ▼
Smc Retirement Plan grew sharply - up 25.7% during 2023, from $53M to $67M. Reported net income was $14M.
How have Smc, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smc, Ltd.'s sponsor-wide assets grew 48.9%, from $53M to $79M.
Where does Smc Retirement Plan rank by assets among Form 5500 filers? ▼
Smc Retirement Plan ranks in the 88th 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 Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Medical Imaging 401(k) Profit Sharing Plan in CA ($67M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burgerbusters Savings Plan in VA (1,490 participants, $5M 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 391572281.

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.