401(k) · DOL Form 5500 · 2023

Board of Trustees Sm Workers Local 49 Defined Contribution Plan 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
772
Participants Near avg headcount
75th
Percentile by assets National rank
$29,200
Avg per participant Low balance/head
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Official DOL plan name: Sm Workers Local 49 Defined Contribution Pension Plan · Sponsored by Board of Trustees Sm Workers Local 49 Defined Contribution Plan · New Mexico · Other Services

$23M in assets, 772 participants

Board of Trustees Sm Workers Local 49 Defined Contribution Plan's Sm Workers Local 49 Defined Contribution Pension Plan reported $23M in total assets and 772 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.

  • #6,794 in Other Services (7,857 peers)

Coverage in New Mexico

Sm Workers Local 49 Defined Contribution Pension Plan covers 772 participants in New Mexico, 2.1x the typical New Mexico plan (state average ~365 per filing). Assets: $23M.

#6,794
in Other Services (7,857 peers)
+26.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sm Workers Local 49 Defined Contribution Pension Plan's outsized position by total assets

Sm Workers Local 49 Defined Contribution Pension Plan vs every filed plan by assets

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

$22,542,174 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

Sm Workers Local 49 Defined Contribution Pension 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. Sm Workers Local 49 Defined Contribution Pension Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sm Workers Local 49 Defined Contribution Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sm Workers Local 49 Defined Contribution Pension Plan reported participants rose from 504 in the plan year 2022 filing to 772 in the plan year 2023 filing.
  • Sm Workers Local 49 Defined Contribution Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742846833 · Board of Trustees Sm Workers Local 49 Defined Contribution Plan PY 2023 · 401(k)

Sm Workers Local 49 Defined Contribution Pension Plan · $23M · 772 · 75th

  • ASSETS $23M
  • PCT 772
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Thermo System LLC 401(k) Profit Sharing Plan and Trust
  • IND ind #6794

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 New Mexico →

Sm Workers Local 49 Defined Contribution Pension Plan in the asset neighbourhood

Sm Workers Local 49 Defined Contribution Pension PlanSm Workers Local 49 Defined …$23MThermo System LLC 401(k) Profit Sharing Plan and TrustThermo System LLC 401(k) Pro…$23MLightspeed Management Company Retirement PlanLightspeed Management Compan…$23MRdv Staffing, Inc. 401(k) Retirement PlanRdv Staffing, Inc. 401(k) Re…$23MMinnesota Valley Testing Laboratories, Inc. 401(k) Employee Savings & Retirement PlanMinnesota Valley Testing Lab…$23M
End-of-year total assets ($M) among Sm Workers Local 49 Defined Contribution Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN742846833
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Sm Workers Local 49 Defined Contribution Plan)

Sponsor-wide plan assets over time

All Board of Trustees Sm Workers Local 49 Defined Contribution Plan plans reported in each filing year

Latest sponsor-wide plan assets
$25M 37.16775191396702% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.9M $24.5M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 504 $18M
2023 1 772 $23M
2024 1 826 $25M

Nearby 401(k) Plans in New Mexico

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

Sm Workers Local 49 Defined Contribution Pension Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Sm Workers Local 49 Defined Contribution Pension Plan, Total assets ($B): 0.022542174 · Participants: 772Sm Workers Local 49 Defined Contribution Pension PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sm Workers Local 49 Defined Contribution Pension Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sm Workers Local 49 Defined Contribution Pension Plan side-by-side with 3 peers →

Sm Workers Local 49 Defined Contribution Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Thermo System LLC 401(k) Profit Sharing Plan and Trust in NJ ($23M); by covered participants it is Associated Terminals, L.L.C. 401(k) Plan in LA (772 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (772 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 Sm Workers Local 49 Defined Contribution Pension Plan assets move in 2023? ▼
Sm Workers Local 49 Defined Contribution Pension Plan grew sharply - up 26.2% during 2023, from $18M to $23M. Reported net income was $5M.
How have Board of Trustees Sm Workers Local 49 Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Sm Workers Local 49 Defined Contribution Plan's sponsor-wide assets grew 37.2%, from $18M to $25M.
Where does Sm Workers Local 49 Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Sm Workers Local 49 Defined Contribution Pension 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 Sm Workers Local 49 Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thermo System LLC 401(k) Profit Sharing Plan and Trust in NJ ($23M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Sm Workers Local 49 Defined Contribution Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Terminals, L.L.C. 401(k) Plan in LA (772 participants, $42M 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 742846833.

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.