401(k) · DOL Form 5500 · 2023

Senior Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 465
Participants Below avg headcount: 57th
Percentile by assets National rank: $19,952
Avg per participant Low balance/head

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Official DOL plan name: Careage 401(k) Plan · Sponsored by Senior Management Services, LLC · Washington · Real Estate

$9M in assets, 465 participants

Senior Management Services, LLC's Careage 401(k) Plan reported $9M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

#3,532 in Real Estate (4,727 peers)

Coverage in Washington

Careage 401(k) Plan covers 465 participants in Washington, about 31% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#3,532
in Real Estate (4,727 peers): +19.2%
assets growth YoY

Careage 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Careage 401(k) Plan vs every filed plan by assets

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

$9,277,514 Top 43% higher than 57% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Careage 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. Careage 401(k) Plan sits mid-pack in the medium band (465 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Careage 401(k) Plan reported net income rose from -$688K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Careage 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Careage 401(k) Plan reported participants fell from 477 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263988687 · Senior Management Services, LLC PY 2023 · 401(k)

Careage 401(k) Plan · $9M · 465 · 57th

VS-ST $9M
BOY 465
SCH 57th
EBSA 401(k)
PART near Allied Health Solutions, LLC 401(k) Retirement Savings Plan
TYPE ind #3532

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 Real Estate retirement plans → · Plans in Washington →

End-of-year total assets ($M) among Careage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	263988687
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Senior Management Services, LLC)

Latest sponsor-wide plan assets: $11M 35.03801691070706% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	477	$8M
2023	1	465	$9M
2024	1	595	$11M

Nearby 401(k) Plans in Washington

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

Careage 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Careage 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Allied Health Solutions, LLC 401(k) Retirement Savings Plan in WV ($9M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Allied Health Solutions, LLC 401(k) Retirement Savings Plan (WV) $9M · 271
Freddy's Frozen Custard 401(k) Plan (KS) $9M · 504
Cupid Foundations, Inc. Savings & Investment Plan (OK) $9M · 107
Empire Equipment Company, LLC 401(k) Plan (NC) $9M · 181

Similar participant headcount

Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.

Iteris, Inc 401(k) and Stock Ownership Plan (CA) 465 · 0 off
Earth Resources Technology, Inc. 401(k) Plan (MD) 465 · 0 off
Cbl & Associates Management, Inc. 401(k) Profit Sharing Plan (TN) 465 · 0 off
Ovative Group 401(k) Plan (MN) 465 · 0 off

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 Careage 401(k) Plan assets move in 2023? ▼

Careage 401(k) Plan grew sharply - up 19.2% during 2023, from $8M to $9M. Reported net income was $1M.

How have Senior Management Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Senior Management Services, LLC's sponsor-wide assets grew 35.0%, from $8M to $11M.

Which 401(k) plans are similar in size to Careage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Allied Health Solutions, LLC 401(k) Retirement Savings Plan in WV ($9M, 271 participants).

Which 401(k) plans cover a similar participant headcount to Careage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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 263988687.