401(k) · DOL Form 5500 · 2023

Sms Group Inc. 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,006
Participants Near avg headcount
94th
Percentile by assets National rank
$149,280
Avg per participant Above avg balance/head
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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.

  • #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.

#19,252
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Sms Group 401(k) Savings Plan's outsized position 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

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 Group 401(k) Savings 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 Group 401(k) Savings Plan lands in the large band (1,006 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250912177 · Sms Group Inc. PY 2023 · 401(k)

Sms Group 401(k) Savings Plan · $150M · 1,006 · 94th

  • PCT $150M
  • EIN 1,006
  • RANK 94th
  • PHOTO 401(k)
  • IND near Hecla Mining Company Capital Accumulation Plan
  • EOY ind #19252

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 Pennsylvania →

Sms Group 401(k) Savings Plan in the asset neighbourhood

Sms Group 401(k) Savings Plan$150MHecla Mining Company Capital Accumulation PlanHecla Mining Company Capital…$150MAsc Engineered Solutions, LLC Retirement Savings PlanAsc Engineered Solutions, LL…$150MCarepoint 401(k) Plan$150MTenerity Employee Savings PlanTenerity Employee Savings Pl…$150M
End-of-year total assets ($M) among Sms Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$150M
Net Income$18M
Employer EIN250912177
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Group Inc.)

Sponsor-wide plan assets over time

All Sms Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 26.04209624088159% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $132M $167M ▲ +26.0%
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 Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sms Group 401(k) Savings Plan, Total assets ($B): 0.150175981 · Participants: 1006Sms Group 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sms Group 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sms Group 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Hecla Mining Company Capital Accumulation Plan in ID ($150M); by covered participants it is My Choice Wisconsin 401(k) Plan in WI (1,006 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,006 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 Group 401(k) Savings Plan assets move in 2023? ▼
Sms Group 401(k) Savings Plan grew at a solid clip - up 13.3% during 2023, from $132M to $150M. Reported net income was $18M.
How have Sms Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sms Group Inc.'s sponsor-wide assets grew 26.0%, from $132M to $167M.
Where does Sms Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Sms Group 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sms Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hecla Mining Company Capital Accumulation Plan in ID ($150M, 714 participants).
Which 401(k) plans cover a similar participant headcount to Sms Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is My Choice Wisconsin 401(k) Plan in WI (1,006 participants, N/A 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 250912177.

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.