401(k) · DOL Form 5500 · 2023

Smg Services, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
232
Participants Below avg headcount
53rd
Percentile by assets National rank
$32,765
Avg per participant Low balance/head
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Official DOL plan name: Smg Services, LLC 401(k) Plan · Sponsored by Smg Services, LLC · New York · Real Estate

$8M in assets, 232 participants

Smg Services, LLC's Smg Services, LLC 401(k) Plan reported $8M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,363 in Real Estate (4,727 peers)

Coverage in New York

Smg Services, LLC 401(k) Plan covers 232 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,363
in Real Estate (4,727 peers)
+10.3%
assets growth YoY

Smg Services, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Smg Services, LLC 401(k) Plan vs every filed plan by assets

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

$7,601,397 Top 47% higher than 53% 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

Smg Services, LLC 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. Smg Services, LLC 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smg Services, LLC 401(k) Plan reported net income rose from -$966K in the plan year 2022 filing to $708K in the plan year 2023 filing.
  • Smg Services, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Smg Services, LLC 401(k) Plan reported participants fell from 243 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454440186 · Smg Services, LLC PY 2023 · 401(k)

Smg Services, LLC 401(k) Plan · $8M · 232 · 53rd

  • PART $8M
  • PART 232
  • PART 53rd
  • PART 401(k)
  • PART near Hulst-Jepsen Physical Therapy
  • PART ind #3363

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 Real Estate retirement plans → · Plans in New York →

Smg Services, LLC 401(k) Plan in the asset neighbourhood

Smg Services, LLC 401(k) Plan$8MHulst-Jepsen Physical Therapy$8MBuilt in, Inc. Plan$8MQsr Automations, Inc. 401(k) PlanQsr Automations, Inc. 401(k)…$8MPassageways, Inc. Employees' 401(k) PlanPassageways, Inc. Employees'…$8M
End-of-year total assets ($M) among Smg Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$708K
Employer EIN454440186
Plan Effective Date2012-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Smg Services, LLC)

Sponsor-wide plan assets over time

All Smg Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.7427681644736% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.89M $8.67M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 243 $7M
2023 1 232 $8M
2024 1 265 $9M

Nearby 401(k) Plans in New York

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

Smg Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Smg Services, LLC 401(k) Plan, Total assets ($B): 0.007601397 · Participants: 232Smg Services, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Smg Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smg Services, LLC 401(k) Plan side-by-side with 3 peers →

Smg Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hulst-Jepsen Physical Therapy in MI ($8M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Smg Services, LLC 401(k) Plan assets move in 2023? ▼
Smg Services, LLC 401(k) Plan grew at a solid clip - up 10.3% during 2023, from $7M to $8M. Reported net income was $708K.
How have Smg Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smg Services, LLC's sponsor-wide assets grew 25.7%, from $7M to $9M.
Which 401(k) plans are similar in size to Smg Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hulst-Jepsen Physical Therapy in MI ($8M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Smg Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 454440186.

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.