401(k) · DOL Form 5500 · 2024

Smb, Incorporated 401(k) Plan

Data updated 2026-08-25

$356K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$355,805
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smb Retirement Plan · Sponsored by Smb, Incorporated · Colorado · Retail Trade

$356K in assets, 1 participants

Smb, Incorporated's Smb Retirement Plan reported $356K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,964 in Retail Trade (8,048 peers)

What the 2024 filing shows

Smb Retirement Plan holds $356K for 1 participant - about $355,805 per participant, among the smaller plans by assets on file.

#1,964
in Retail Trade (8,048 peers)
+1.4%
assets growth YoY

Smb Retirement Plan among the smaller filed plans by assets

Smb Retirement Plan vs every filed plan by assets

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

$355,805 15th percentile higher than 15% of 123,620 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 2024

Smb Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smb Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smb Retirement Plan reported net income rose from -$5K in the plan year 2023 filing to $5K in the plan year 2024 filing.
  • Smb Retirement Plan end-of-year assets rose from $351K in the plan year 2023 filing to $356K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 850972631 · Smb, Incorporated PY 2024 · 401(k)

Smb Retirement Plan · $356K · 1 · 15th

  • PART $356K
  • TYPE 1
  • NET 15th
  • BOOK 401(k)
  • VS-ST near Ladrigan Management 401(k)
  • BOY ind #1964

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 Retail Trade retirement plans → · Plans in Colorado →

Smb Retirement Plan in the asset neighbourhood

Smb Retirement Plan$356KLadrigan Management 401(k)$356KGolden Antlers Retirement PlanGolden Antlers Retirement Pl…$356KRj Salewski Corp. 401(k) Plan$356KPalm Beach Logistics, LLC 401(k) PlanPalm Beach Logistics, LLC 40…$356K
End-of-year total assets ($M) among Smb Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$351K
Net Assets (End of Year)$356K
Net Income$5K
Employer EIN850972631
Plan Effective Date2020-05-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Smb, Incorporated)

Sponsor-wide plan assets over time

All Smb, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$356K 0.007026814323458317% vs 2022
2024 filing year
$0.35M$0.35M$0.36M$0.36M$0.37M 202220232024 $0.36M $0.36M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $356K
2023 1 1 $351K
2024 1 1 $356K

Nearby 401(k) Plans in Colorado

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

Smb Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Smb Retirement Plan, Total assets ($B): 0.000355805 · Participants: 1Smb Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Smb Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Smb Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Ladrigan Management 401(k) in NJ ($356K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($356K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 Retirement Plan assets move in 2024? ▼
Smb Retirement Plan edged up modestly - up 1.4% during 2024, from $351K to $356K. Reported net income was $5K.
How have Smb, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smb, Incorporated's sponsor-wide assets grew 0.0%, from $356K to $356K.
Where does Smb Retirement Plan rank by assets among Form 5500 filers? ▼
Smb Retirement Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Smb Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ladrigan Management 401(k) in NJ ($356K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Smb Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 850972631.

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.