401(k) · DOL Form 5500 · 2023
Sms Group Inc. 401(k) Plan
Data updated 2026-08-11
- $150M
- Total assets
- 1,006
- Participants
- 94th
- Percentile by assets
- $149,280
- Avg per participant
Official DOL plan name: Sms Group 401(k) Savings Plan · Sponsored by Sms Group Inc. · Pennsylvania · Professional & Technical Services
$150M in assets, 1,006 participants
Sms Group Inc.'s Sms Group 401(k) Savings Plan reported $150M in total assets and 1,006 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #19,252 in Professional & Technical Services (20,321 peers)
Where Sms Group 401(k) Savings Plan sits by assets
Sms Group 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $150M for 1,006 participants (~$149,280/participant), up 13.3% in 2023.
- $150M
- total plan assets (2023 EOY)
- 1,006
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $149,280
- avg assets per participant
Where Sms Group 401(k) Savings Plan sits by total assets
Sms Group 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$150,175,981 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sms Group 401(k) Savings Plan reported net income rose from -$30M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Sms Group 401(k) Savings Plan end-of-year assets rose from $132M in the plan year 2022 filing to $150M in the plan year 2023 filing.
- Sms Group 401(k) Savings Plan reported participants rose from 917 in the plan year 2022 filing to 1,006 in the plan year 2023 filing.
Sms Group 401(k) Savings Plan vs the 2023 asset distribution
By assets, Sms Group 401(k) Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $18M |
| Employer EIN | 250912177 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sms Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 917 | $132M |
| 2023 | 1 | 1,006 | $150M |
| 2024 | 1 | 1,042 | $167M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sms Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sms Group 401(k) Savings Plan by total assets, not by location.
- Hecla Mining Company Capital Accumulation Plan (ID) $150M · 714
- Asc Engineered Solutions, LLC Retirement Savings Plan (NH) $150M · 1,776
- Carepoint 401(k) Plan (NJ) $150M · 3,210
- Tenerity Employee Savings Plan (TX) $150M · 241
Frequently Asked Questions
How did Sms Group 401(k) Savings Plan assets move in 2023? ▼
How have Sms Group Inc. plan assets changed over time? ▼
Where does Sms Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sms Group 401(k) Savings Plan? ▼
Next read for Sms Group 401(k) Savings Plan
Scale reading
Ways to act on Sms Group 401(k) Savings Plan's numbers.
- By total assets, Sms Group 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Sms Group Inc.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans