401(k) · DOL Form 5500 · 2023

Southern Motor Carriers Association, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
179
Participants Small participant base
77th
Percentile by assets National rank
$141,582
Avg per participant Near avg balance/head
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Official DOL plan name: Smc3 401(k) Plan · Sponsored by Southern Motor Carriers Association, Inc. · Georgia · Other Services

$25M in assets, 179 participants

Southern Motor Carriers Association, Inc.'s Smc3 401(k) Plan reported $25M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,903 in Other Services (7,857 peers)

Coverage in Georgia

Smc3 401(k) Plan covers 179 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#6,903
in Other Services (7,857 peers)
+31.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smc3 401(k) Plan's outsized position by total assets

Smc3 401(k) Plan vs every filed plan by assets

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

$25,343,199 Top 23% higher than 77% 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

Smc3 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. Smc3 401(k) Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smc3 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Smc3 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Smc3 401(k) Plan reported participants rose from 153 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580439170 · Southern Motor Carriers Association, Inc. PY 2023 · 401(k)

Smc3 401(k) Plan · $25M · 179 · 77th

  • 5500 $25M
  • ASSETS 179
  • PCT 77th
  • EIN 401(k)
  • RANK near Edpo, LLC Employees Savings Trust
  • PHOTO ind #6903

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 Other Services retirement plans → · Plans in Georgia →

Smc3 401(k) Plan in the asset neighbourhood

Smc3 401(k) Plan$25MEdpo, LLC Employees Savings TrustEdpo, LLC Employees Savings …$25MElemica, Inc. 401(k) Plan$25MAmerican Society of Radiologic Technologists 401(k) Retirement PlanAmerican Society of Radiolog…$25MWegmann Automotive USA Inc. Retirement and Savings PlanWegmann Automotive USA Inc. …$25M
End-of-year total assets ($M) among Smc3 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN580439170
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Motor Carriers Association, Inc.)

Sponsor-wide plan assets over time

All Southern Motor Carriers Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 72.38766124986888% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $33.2M ▲ +72.4%
Year Plans Participants Total Assets
2022 1 153 $19M
2023 1 179 $25M
2024 1 190 $33M

Nearby 401(k) Plans in Georgia

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

Smc3 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smc3 401(k) Plan, Total assets ($B): 0.025343199 · Participants: 179Smc3 401(k) PlanThe 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
Smc3 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smc3 401(k) Plan side-by-side with 3 peers →

Smc3 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Edpo, LLC Employees Savings Trust in IL ($25M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Smc3 401(k) Plan assets move in 2023? ▼
Smc3 401(k) Plan surged - up 31.6% during 2023, from $19M to $25M. Reported net income was $6M.
How have Southern Motor Carriers Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Motor Carriers Association, Inc.'s sponsor-wide assets grew 72.4%, from $19M to $33M.
Where does Smc3 401(k) Plan rank by assets among Form 5500 filers? ▼
Smc3 401(k) Plan ranks in the 77th 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 Smc3 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edpo, LLC Employees Savings Trust in IL ($25M, 600 participants).
Which 401(k) plans cover a similar participant headcount to Smc3 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 580439170.

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.