401(k) · DOL Form 5500 · 2023

Lessen LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,256
Participants Near avg headcount
77th
Percentile by assets National rank
$21,288
Avg per participant Low balance/head
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Official DOL plan name: Sms Assist, L.L.C. 401(k) Plan · Sponsored by Lessen LLC · Illinois · Administrative & Support Services

$27M in assets, 1,256 participants

Lessen LLC's Sms Assist, L.L.C. 401(k) Plan reported $27M in total assets and 1,256 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.

  • #3,873 in Administrative & Support Services (4,372 peers)

Where Sms Assist, L.L.C. 401(k) Plan sits by assets

Sms Assist, L.L.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 1,256 participants (~$21,288/participant), up 32.7% in 2023.

#3,873
in Administrative & Support Services (4,372 peers)
+32.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sms Assist, L.L.C. 401(k) Plan's outsized position by total assets

Sms Assist, L.L.C. 401(k) Plan vs every filed plan by assets

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

$26,737,380 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

Sms Assist, L.L.C. 401(k) 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. Sms Assist, L.L.C. 401(k) Plan lands in the large band (1,256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sms Assist, L.L.C. 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sms Assist, L.L.C. 401(k) Plan reported participants rose from 828 in the plan year 2022 filing to 1,256 in the plan year 2023 filing.
  • Sms Assist, L.L.C. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364296411 · Lessen LLC PY 2023 · 401(k)

Sms Assist, L.L.C. 401(k) Plan · $27M · 1,256 · 77th

  • ASSETS $27M
  • PCT 1,256
  • EIN 77th
  • RANK 401(k)
  • PHOTO near The Cleveland Museum of Art 401(k) Ret. Plan
  • IND ind #3873

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Sms Assist, L.L.C. 401(k) Plan in the asset neighbourhood

Sms Assist, L.L.C. 401(k) PlanSms Assist, L.L.C. 401(k) Pl…$27MGreiner/Bio-One North America, Inc. 40(K) Profit Sharing Plan & TrustGreiner/Bio-One North Americ…$27MTerminal Railroad Association of St. Louis 401(k) Plan for Schedule EmployeesTerminal Railroad Associatio…$27MMcdougall and Sons, Inc. Retirement PlanMcdougall and Sons, Inc. Ret…$27MThe Cleveland Museum of Art 401(k) Ret. PlanThe Cleveland Museum of Art …$27M
End-of-year total assets ($M) among Sms Assist, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN364296411
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lessen LLC)

Sponsor-wide plan assets over time

All Lessen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 98.8690098487556% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.2M $40.1M ▲ +98.9%
Year Plans Participants Total Assets
2022 1 828 $20M
2023 1 1,256 $27M
2024 1 1,080 $40M

Nearby 401(k) Plans in Illinois

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

Sms Assist, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sms Assist, L.L.C. 401(k) Plan, Total assets ($B): 0.02673738 · Participants: 1256Sms Assist, L.L.C. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Sms Assist, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sms Assist, L.L.C. 401(k) Plan side-by-side with 3 peers →

Sms Assist, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Cleveland Museum of Art 401(k) Ret. Plan in OH ($27M); by covered participants it is Connectiverx Retirement Savings Plan in NJ (1,256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,256 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 Sms Assist, L.L.C. 401(k) Plan assets move in 2023? ▼
Sms Assist, L.L.C. 401(k) Plan surged - up 32.7% during 2023, from $20M to $27M. Reported net income was $7M.
How have Lessen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lessen LLC's sponsor-wide assets grew 98.9%, from $20M to $40M.
Where does Sms Assist, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sms Assist, L.L.C. 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 Sms Assist, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cleveland Museum of Art 401(k) Ret. Plan in OH ($27M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Sms Assist, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Connectiverx Retirement Savings Plan in NJ (1,256 participants, $63M 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 364296411.

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.