401(k) · DOL Form 5500 · 2023

Service Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,502
Participants Near avg headcount
35th
Percentile by assets National rank
$1,865
Avg per participant Low balance/head
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Official DOL plan name: The Employees 401(k) Plan · Sponsored by Service Management Group, LLC · Connecticut · Administrative & Support Services

$3M in assets, 1,502 participants

Service Management Group, LLC's The Employees 401(k) Plan reported $3M in total assets and 1,502 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,546 in Administrative & Support Services (4,372 peers)

Coverage in Connecticut

The Employees 401(k) Plan covers 1,502 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $3M.

#2,546
in Administrative & Support Services (4,372 peers)
+26.3%
assets growth YoY

The Employees 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

The Employees 401(k) Plan vs every filed plan by assets

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

$2,800,937 35th percentile higher than 35% 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

The Employees 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. The Employees 401(k) Plan lands in the large band (1,502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Employees 401(k) Plan reported net income rose from -$268K in the plan year 2022 filing to $583K in the plan year 2023 filing.
  • The Employees 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Employees 401(k) Plan reported participants rose from 1,336 in the plan year 2022 filing to 1,502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061442195 · Service Management Group, LLC PY 2023 · 401(k)

The Employees 401(k) Plan · $3M · 1,502 · 35th

  • ASSETS $3M
  • PCT 1,502
  • EIN 35th
  • RANK 401(k)
  • PHOTO near Carron Net Company, Inc. Management & Clerical Profit Sharing Plan
  • IND ind #2546

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 Connecticut →

The Employees 401(k) Plan in the asset neighbourhood

The Employees 401(k) Plan$3MCarron Net Company, Inc. Management & Clerical Profit Sharing PlanCarron Net Company, Inc. Man…$3MDcr Systems LLC 401(k) Profit Sharing Plan & TrustDcr Systems LLC 401(k) Profi…$3MBrevard Achievement Center Associate Savings PlanBrevard Achievement Center A…$3MHansen's Iga Corporation 401(k) PlanHansen's Iga Corporation 401…$3M
End-of-year total assets ($M) among The Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$583K
Employer EIN061442195
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Management Group, LLC)

Sponsor-wide plan assets over time

All Service Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.26445357051088% vs 2022
2023 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.22M $2.8M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 1,336 $2M
2023 1 1,502 $3M

Nearby 401(k) Plans in Connecticut

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

The Employees 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Employees 401(k) Plan, Total assets ($B): 0.002800937 · Participants: 1502The Employees 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Employees 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Employees 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Carron Net Company, Inc. Management & Clerical Profit Sharing Plan in WI ($3M); by covered participants it is Pace Supply Corp. 401(k) Plan in CA (1,502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,502 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 The Employees 401(k) Plan assets move in 2023? ▼
The Employees 401(k) Plan grew sharply - up 26.3% during 2023, from $2M to $3M. Reported net income was $583K.
How have Service Management Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Service Management Group, LLC's sponsor-wide assets grew 26.3%, from $2M to $3M.
Which 401(k) plans are similar in size to The Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carron Net Company, Inc. Management & Clerical Profit Sharing Plan in WI ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to The Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Supply Corp. 401(k) Plan in CA (1,502 participants, $81M 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 061442195.

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.