401(k) · DOL Form 5500 · 2023

Sma America Holdings, LLC. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
227
Participants Below avg headcount
75th
Percentile by assets National rank
$98,530
Avg per participant Below avg balance/head
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Official DOL plan name: Sma America 401(k) Plan · Sponsored by Sma America Holdings, LLC. · California · Management of Enterprises

$22M in assets, 227 participants

Sma America Holdings, LLC.'s Sma America 401(k) Plan reported $22M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #616 in Management of Enterprises (1,137 peers)

Coverage in California

Sma America 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $22M.

#616
in Management of Enterprises (1,137 peers)
+20.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sma America 401(k) Plan's outsized position by total assets

Sma America 401(k) Plan vs every filed plan by assets

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

$22,366,209 Top 25% higher than 75% 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

Sma America 401(k) 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. Sma America 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sma America 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sma America 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Sma America 401(k) Plan reported participants fell from 234 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680462706 · Sma America Holdings, LLC. PY 2023 · 401(k)

Sma America 401(k) Plan · $22M · 227 · 75th

  • BOY $22M
  • BOY 227
  • BOY 75th
  • BOY 401(k)
  • BOY near Ibts 401(k) Plan
  • BOY ind #616

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 Management of Enterprises retirement plans → · Plans in California →

Sma America 401(k) Plan in the asset neighbourhood

Sma America 401(k) Plan$22MAlogent 401(k) Plan$22MM P G II L L C 401(k) Profit Sharing Plan & TrustM P G II L L C 401(k) Profit…$22MIbts 401(k) Plan$22MCentury Mold Co., Inc. Section 401(k) PlanCentury Mold Co., Inc. Secti…$22M
End-of-year total assets ($M) among Sma America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN680462706
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sma America Holdings, LLC.)

Sponsor-wide plan assets over time

All Sma America Holdings, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 46.41971591570112% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $27.2M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 234 $19M
2023 1 227 $22M
2024 1 245 $27M

Nearby 401(k) Plans in California

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

Sma America 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sma America 401(k) Plan, Total assets ($B): 0.022366209 · Participants: 227Sma America 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sma America 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sma America 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ibts 401(k) Plan in VA ($22M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Sma America 401(k) Plan assets move in 2023? ▼
Sma America 401(k) Plan grew sharply - up 20.5% during 2023, from $19M to $22M. Reported net income was $4M.
How have Sma America Holdings, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sma America Holdings, LLC.'s sponsor-wide assets grew 46.4%, from $19M to $27M.
Where does Sma America 401(k) Plan rank by assets among Form 5500 filers? ▼
Sma America 401(k) Plan ranks in the 75th 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 Sma America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ibts 401(k) Plan in VA ($22M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Sma America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 680462706.

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.