401(k) · DOL Form 5500 · 2023

Service Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
216
Participants Below avg headcount
76th
Percentile by assets National rank
$115,259
Avg per participant Below avg balance/head
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Official DOL plan name: Service Management Group 401(k) Plan · Sponsored by Service Management Group, LLC · Missouri · Professional & Technical Services

$25M in assets, 216 participants

Service Management Group, LLC's Service Management Group 401(k) Plan reported $25M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,583 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Service Management Group 401(k) Plan covers 216 participants in Missouri, about 29% of the average Missouri filer (state average ~737 per filing). Assets: $25M.

#15,583
in Professional & Technical Services (20,321 peers)
-4.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Service Management Group 401(k) Plan's outsized position by total assets

Service Management Group 401(k) Plan vs every filed plan by assets

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

$24,895,879 Top 24% higher than 76% 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

Service Management Group 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. Service Management Group 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Service Management Group 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Service Management Group 401(k) Plan reported participants fell from 410 in the plan year 2022 filing to 216 in the plan year 2023 filing.
  • Service Management Group 401(k) Plan end-of-year assets fell from $26M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431910102 · Service Management Group, LLC PY 2023 · 401(k)

Service Management Group 401(k) Plan · $25M · 216 · 76th

  • SCH $25M
  • SCH 216
  • SCH 76th
  • SCH 401(k)
  • SCH near Tyto Athene LLC 401(k) Plan
  • SCH ind #15583

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 Missouri →

Service Management Group 401(k) Plan in the asset neighbourhood

Service Management Group 401(k) PlanService Management Group 401…$25MService Electric Cablevision, Inc. Savings PlanService Electric Cablevision…$25MThe Gypsum Group 401(k) Plan$25MTyto Athene LLC 401(k) Plan$25MSavings Plan of Harmonic Drive LLCSavings Plan of Harmonic Dri…$25M
End-of-year total assets ($M) among Service Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income-$1M
Employer EIN431910102
Plan Effective Date1999-01-01
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
$26M 3.157276739750635% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $25.6M $26.4M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 410 $26M
2023 1 216 $25M
2024 1 178 $26M

Nearby 401(k) Plans in Missouri

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

Service Management Group 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Service Management Group 401(k) Plan, Total assets ($B): 0.024895879 · Participants: 216Service Management Group 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Service Management Group 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Service Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Tyto Athene LLC 401(k) Plan in VA ($25M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Service Management Group 401(k) Plan assets move in 2023? ▼
Service Management Group 401(k) Plan edged down modestly - down 4.5% during 2023, from $26M to $25M. Reported net income was -$1M.
How have Service Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Management Group, LLC's sponsor-wide assets grew 3.2%, from $26M to $26M.
Where does Service Management Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Service Management Group 401(k) Plan ranks in the 76th 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 Service Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tyto Athene LLC 401(k) Plan in VA ($25M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Service Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 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 431910102.

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.