401(k) · DOL Form 5500 · 2023

Sms Data Products Group, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
670
Participants Below avg headcount
89th
Percentile by assets National rank
$116,410
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sms Data Products Group, Inc. 401(k) Retirement Plan · Sponsored by Sms Data Products Group, Inc. · Virginia · Professional & Technical Services

$78M in assets, 670 participants

Sms Data Products Group, Inc.'s Sms Data Products Group, Inc. 401(k) Retirement Plan reported $78M in total assets and 670 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,442 in Professional & Technical Services (20,321 peers)

Where Sms Data Products Group, Inc. 401(k) Retirement Plan sits by assets

Sms Data Products Group, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 670 participants (~$116,410/participant), up 23.5% in 2023.

#18,442
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Sms Data Products Group, Inc. 401(k) Retirement Plan's outsized position by total assets

Sms Data Products Group, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$77,994,476 Top 11% higher than 89% 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 Data Products Group, 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. Sms Data Products Group, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (670 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sms Data Products Group, Inc. 401(k) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sms Data Products Group, Inc. 401(k) Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Sms Data Products Group, Inc. 401(k) Retirement Plan reported participants fell from 685 in the plan year 2022 filing to 670 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541039383 · Sms Data Products Group, Inc. PY 2023 · 401(k)

Sms Data Products Group, Inc. 401(k) Retirement Plan · $78M · 670 · 89th

  • BOOK $78M
  • VS-ST 670
  • BOY 89th
  • SCH 401(k)
  • EBSA near Orthoarizona Retirement Plan
  • PART ind #18442

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 Virginia →

Sms Data Products Group, Inc. 401(k) Retirement Plan in the asset neighbourhood

Arcelormittal Tubular Products Savings PlanArcelormittal Tubular Produc…$78MDoma 401(k) Plan$78MSms Data Products Group, Inc. 401(k) Retirement PlanSms Data Products Group, Inc…$78MOrthoarizona Retirement Plan$78MNorth Bend Medical Center 401(k) PlanNorth Bend Medical Center 40…$78M
End-of-year total assets ($M) among Sms Data Products Group, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$78M
Net Income$15M
Employer EIN541039383
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Data Products Group, Inc.)

Sponsor-wide plan assets over time

All Sms Data Products Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 33.46304425679716% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.1M $84.3M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 685 $63M
2023 1 670 $78M
2024 1 630 $84M

Nearby 401(k) Plans in Virginia

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

Sms Data Products Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sms Data Products Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.077994476 · Participants: 670Sms Data Products Group, Inc. 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Sms Data Products Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Sms Data Products Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Orthoarizona Retirement Plan in AZ ($78M); by covered participants it is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (670 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 Data Products Group, Inc. 401(k) Retirement Plan assets move in 2023?
Sms Data Products Group, Inc. 401(k) Retirement Plan grew sharply - up 23.5% during 2023, from $63M to $78M. Reported net income was $15M.
How have Sms Data Products Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sms Data Products Group, Inc.'s sponsor-wide assets grew 33.5%, from $63M to $84M.
Where does Sms Data Products Group, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Sms Data Products Group, Inc. 401(k) Retirement Plan ranks in the 89th 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 Data Products Group, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Orthoarizona Retirement Plan in AZ ($78M, 797 participants).
Which 401(k) plans cover a similar participant headcount to Sms Data Products Group, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Grandvision USA Retail Holding Corporation 401(k) Plan in FL (670 participants, $18M in assets).