401(k) · DOL Form 5500 · 2024

Smb Bradley Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 12
Participants Small participant base: 41st
Percentile by assets National rank: $392,559
Avg per participant High balance/head

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Official DOL plan name: Smb Bradley 401(k) Plan · Sponsored by Smb Bradley Management, LLC · Illinois · Real Estate

$5M in assets, 12 participants

Smb Bradley Management, LLC's Smb Bradley 401(k) Plan reported $5M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

#2,798 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Smb Bradley 401(k) Plan ranks #2,798 of 4,605 2024 filers by assets (551% of the sector average)-$5M for 12 participants.

#2,798
in Real Estate (4,605 peers): +16.1%
assets growth YoY

Smb Bradley 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Smb Bradley 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,710,708 41st percentile higher than 41% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Smb Bradley 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smb Bradley 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Smb Bradley 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Smb Bradley 401(k) Plan reported net income rose from $582K in the plan year 2023 filing to $655K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463359932 · Smb Bradley Management, LLC PY 2024 · 401(k)

Smb Bradley 401(k) Plan · $5M · 12 · 41st

PHOTO $5M
IND 12
EOY 41st
5500 401(k)
ASSETS near Alps Logistics (USA) Inc. 401(k) Plan
PCT ind #2798

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 Illinois →

End-of-year total assets ($M) among Smb Bradley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$655K
Employer EIN	463359932
Plan Effective Date	2004-07-26
Filing Status	FILING RECEIVED

Sponsor Plan History (Smb Bradley Management, LLC)

Latest sponsor-wide plan assets: $5M 35.59447513971184% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$3M
2023	1	12	$4M
2024	1	12	$5M

Nearby 401(k) Plans in Illinois

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

Smb Bradley 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Smb Bradley 401(k) Plan side-by-side with 3 peers →

Smb Bradley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alps Logistics (USA) Inc. 401(k) Plan in CA ($5M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Alps Logistics (USA) Inc. 401(k) Plan (CA) $5M · 44
Rasirc 401(k) Profit Sharing Plan and Trust (CA) $5M · 49
Heavy Materials LLC 401(k) Plan (VI) $5M · 46
Fogo De Chao 401(k) Retirement Plan (TX) $5M · 2,165

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smb Bradley 401(k) Plan assets move in 2024? ▼

Smb Bradley 401(k) Plan grew sharply - up 16.1% during 2024, from $4M to $5M. Reported net income was $655K.

How have Smb Bradley Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smb Bradley Management, LLC's sponsor-wide assets grew 35.6%, from $3M to $5M.

Which 401(k) plans are similar in size to Smb Bradley 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alps Logistics (USA) Inc. 401(k) Plan in CA ($5M, 44 participants).

Which 401(k) plans cover a similar participant headcount to Smb Bradley 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463359932.