Other · DOL Form 5500 · 2023

Society of Manufacturing Engineers Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
195
Participants Below avg headcount
82nd
Percentile by assets National rank
$189,681
Avg per participant Above avg balance/head
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Official DOL plan name: Sme Employee Savings Plan · Sponsored by Society of Manufacturing Engineers · Michigan · Other Services

$37M in assets, 195 participants

Society of Manufacturing Engineers's Sme Employee Savings Plan reported $37M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,191 in Other Services (7,857 peers)

Coverage in Michigan

Sme Employee Savings Plan covers 195 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $37M.

#7,191
in Other Services (7,857 peers)
+19.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sme Employee Savings Plan's outsized position by total assets

Sme Employee Savings Plan vs every filed plan by assets

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

$36,987,766 Top 18% higher than 82% 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

Sme Employee Savings 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. Sme Employee Savings Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sme Employee Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sme Employee Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Sme Employee Savings Plan reported participants rose from 189 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 380298770 · Society of Manufacturing Engineers PY 2023 · Other

Sme Employee Savings Plan · $37M · 195 · 82nd

  • EBSA $37M
  • EBSA 195
  • EBSA 82nd
  • EBSA Other
  • EBSA near Oglethorpe University 403(b) Retirement Program
  • EBSA ind #7191

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 Other Services retirement plans → · Plans in Michigan →

Sme Employee Savings Plan in the asset neighbourhood

St. Johnsbury Academy 403(b) Retirement PlanSt. Johnsbury Academy 403(b)…$37MSme Employee Savings Plan$37MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$37MElizabeth Glaser Pediatric Aids Foundation 403(b) PlanElizabeth Glaser Pediatric A…$37MChild Care Resource Center 403b Retirement Savings PlanChild Care Resource Center 4…$37M
End-of-year total assets ($M) among Sme Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN380298770
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of Manufacturing Engineers)

Sponsor-wide plan assets over time

All Society of Manufacturing Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.668849133784814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 222 $44M
2023 2 227 $51M
2024 2 244 $57M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Sme Employee Savings Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sme Employee Savings Plan, Total assets ($B): 0.036987766 · Participants: 195Sme Employee Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Sme Employee Savings Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Sme Employee Savings Plan side-by-side with 3 peers →

Sme Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Oglethorpe University 403(b) Retirement Program in GA ($37M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Sme Employee Savings Plan assets move in 2023? ▼
Sme Employee Savings Plan grew sharply - up 19.6% during 2023, from $31M to $37M. Reported net income was $6M.
How have Society of Manufacturing Engineers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society of Manufacturing Engineers's sponsor-wide assets grew 30.7%, from $44M to $57M.
Where does Sme Employee Savings Plan rank by assets among Form 5500 filers? ▼
Sme Employee Savings Plan ranks in the 82nd 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 Other plans are similar in size to Sme Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Oglethorpe University 403(b) Retirement Program in GA ($37M, 310 participants).
Which Other plans cover a similar participant headcount to Sme Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Mcpherson College 403(b) Plan in KS (195 participants, $22M 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 380298770.

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.