401(k) · DOL Form 5500 · 2023

Safety Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
266
Participants Below avg headcount
73rd
Percentile by assets National rank
$78,411
Avg per participant Below avg balance/head
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Official DOL plan name: Safety Management Group, LLC 401(k) Plan · Sponsored by Safety Management Group, LLC · Indiana · Professional & Technical Services

$21M in assets, 266 participants

Safety Management Group, LLC's Safety Management Group, LLC 401(k) Plan reported $21M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,901 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Safety Management Group, LLC 401(k) Plan covers 266 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $21M.

#14,901
in Professional & Technical Services (20,321 peers)
+27.3%
assets growth YoY

Safety Management Group, LLC 401(k) Plan's outsized position by total assets

Safety Management Group, LLC 401(k) Plan vs every filed plan by assets

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

$20,857,227 Top 27% higher than 73% 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

Safety Management Group, 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. Safety Management Group, LLC 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safety Management Group, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Safety Management Group, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Safety Management Group, LLC 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352012191 · Safety Management Group, LLC PY 2023 · 401(k)

Safety Management Group, LLC 401(k) Plan · $21M · 266 · 73rd

  • RANK $21M
  • PHOTO 266
  • IND 73rd
  • EOY 401(k)
  • 5500 near Venables Bell & Partners LLC 401(k) Profit Sharing Plan
  • ASSETS ind #14901

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 Indiana →

Safety Management Group, LLC 401(k) Plan in the asset neighbourhood

Safety Management Group, LLC 401(k) PlanSafety Management Group, LLC…$21MVenables Bell & Partners LLC 401(k) Profit Sharing PlanVenables Bell & Partners LLC…$21MPeak Sport & Spine Retirement Savings PlanPeak Sport & Spine Retiremen…$21MThe Orthomerica Products, Inc. 401(k) Retirement Savings PlanThe Orthomerica Products, In…$21MMele Associates, Inc. 401(k) Profit Sharing PlanMele Associates, Inc. 401(k)…$21M
End-of-year total assets ($M) among Safety Management Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN352012191
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safety Management Group, LLC)

Sponsor-wide plan assets over time

All Safety Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 48.39771038028783% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $24.3M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 231 $16M
2023 1 266 $21M
2024 1 278 $24M

Nearby 401(k) Plans in Indiana

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

Safety Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Safety Management Group, LLC 401(k) Plan, Total assets ($B): 0.020857227 · Participants: 266Safety Management Group, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Safety Management Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Safety Management Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Venables Bell & Partners LLC 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Safety Management Group, LLC 401(k) Plan assets move in 2023? ▼
Safety Management Group, LLC 401(k) Plan grew sharply - up 27.3% during 2023, from $16M to $21M. Reported net income was $4M.
How have Safety Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safety Management Group, LLC's sponsor-wide assets grew 48.4%, from $16M to $24M.
Which 401(k) plans are similar in size to Safety Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venables Bell & Partners LLC 401(k) Profit Sharing Plan in CA ($21M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Safety Management Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 352012191.

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.