401(k) · DOL Form 5500 · 2022

Service Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
410
Participants Below avg headcount
81st
Percentile by assets National rank
$62,507
Avg per participant Low 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

$26M in assets, 410 participants

Service Management Group, LLC's Service Management Group 401(k) Plan reported $26M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,544 in Professional & Technical Services (21,562 peers)

Where Service Management Group 401(k) Plan sits by assets

Service Management Group 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 410 participants (~$62,507/participant), down 31.5% in 2022.

#17,544
in Professional & Technical Services (21,562 peers)
-31.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M 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 2022 · DOL Form 5500

$25,627,782 Top 19% higher than 81% of 139,123 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 2022

Service Management Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (410 participants).

DOL schedule card

Filing strip 431910102 · Service Management Group, LLC PY 2022 · 401(k)

Service Management Group 401(k) Plan · $26M · 410 · 81st

  • RANK $26M
  • RANK 410
  • RANK 81st
  • RANK 401(k)
  • RANK near Straub Distributing Company, Ltd. Profit-Sharing Plan
  • RANK ind #17544

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…$26MStraub Distributing Company, Ltd. Profit-Sharing PlanStraub Distributing Company,…$26MLegacy Healthcare Services, Inc. 401(k) PlanLegacy Healthcare Services, …$26MLuminator Technology Group 401(k) PlanLuminator Technology Group 4…$26MAllen, Gibbs & Houlik, L.C. Savings Incentive PlanAllen, Gibbs & Houlik, L.C. …$26M
End-of-year total assets ($M) among Service Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$26M
Net Income-$12M
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 -50510 Total assets ($B) Participants Service Management Group 401(k) Plan, Total assets ($B): 0.025627782 · Participants: 410Service Management Group 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Service Management Group 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

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 Straub Distributing Company, Ltd. Profit-Sharing Plan in CA ($26M); by covered participants it is Nysut Staff 401(k) Plan in NY (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022?
Service Management Group 401(k) Plan contracted severely - down 31.5% during 2022, from $37M to $26M. Reported net income was -$12M.
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 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Straub Distributing Company, Ltd. Profit-Sharing Plan in CA ($26M, 206 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 Nysut Staff 401(k) Plan in NY (410 participants, $211M in assets).