401(k) · DOL Form 5500 · 2023

Senior Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
246
Participants Below avg headcount
39th
Percentile by assets National rank
$14,952
Avg per participant Low balance/head
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Official DOL plan name: Senior Management, Inc. 401(k) Retirement Plan · Sponsored by Senior Management, Inc. · Wisconsin · Healthcare & Social Assistance

$4M in assets, 246 participants

Senior Management, Inc.'s Senior Management, Inc. 401(k) Retirement Plan reported $4M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,244 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Senior Management, Inc. 401(k) Retirement Plan covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#7,244
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY

Senior Management, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Senior Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$3,678,110 39th percentile higher than 39% 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

Senior Management, Inc. 401(k) Retirement 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. Senior Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Senior Management, Inc. 401(k) Retirement Plan reported net income rose from -$974K in the plan year 2022 filing to $750K in the plan year 2023 filing.
  • Senior Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Senior Management, Inc. 401(k) Retirement Plan reported participants rose from 240 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201105150 · Senior Management, Inc. PY 2023 · 401(k)

Senior Management, Inc. 401(k) Retirement Plan · $4M · 246 · 39th

  • NET $4M
  • BOOK 246
  • VS-ST 39th
  • BOY 401(k)
  • SCH near T/J Inspection, Inc. 401(k) Plan
  • EBSA ind #7244

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Senior Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Senior Management, Inc. 401(k) Retirement PlanSenior Management, Inc. 401(…$4MT/J Inspection, Inc. 401(k) PlanT/J Inspection, Inc. 401(k) …$4MGrand Dental Studios, PLLC 401(k)Grand Dental Studios, PLLC 4…$4MSt. Luke Home Health Retirement Savings PlanSt. Luke Home Health Retirem…$4MThe Sunshine House 401(k) Profit Sharing PlanThe Sunshine House 401(k) Pr…$4M
End-of-year total assets ($M) among Senior Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$750K
Employer EIN201105150
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Management, Inc.)

Sponsor-wide plan assets over time

All Senior Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.85908555900229% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.93M $4.09M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 240 $3M
2023 1 246 $4M
2024 1 309 $4M

Nearby 401(k) Plans in Wisconsin

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

Senior Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Senior Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.00367811 · Participants: 246Senior Management, Inc. 401(k) 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
Senior Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Senior Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is T/J Inspection, Inc. 401(k) Plan in OK ($4M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Senior Management, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Senior Management, Inc. 401(k) Retirement Plan grew sharply - up 25.6% during 2023, from $3M to $4M. Reported net income was $750K.
How have Senior Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Management, Inc.'s sponsor-wide assets grew 39.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Senior Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is T/J Inspection, Inc. 401(k) Plan in OK ($4M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Senior Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 201105150.

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.