401(k) · DOL Form 5500 · 2024

Sms Transportation Services, Inc. 401(k) Plan

Data updated 2026-08-25

$503K
Total assets Small plan by assets: 185
Participants Below avg headcount: 18th
Percentile by assets National rank: $2,721
Avg per participant Low balance/head

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Official DOL plan name: Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Sms Transportation Services, Inc. · California · Transportation & Warehousing

$503K in assets, 185 participants

Sms Transportation Services, Inc.'s Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust reported $503K in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

#613 in Transportation & Warehousing (3,299 peers)

Coverage in California

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $503K.

#613
in Transportation & Warehousing (3,299 peers): +31.9%
assets growth YoY

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$503,472 18th percentile higher than 18% 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

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (185 participants).

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%)

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$28K in the plan year 2022 filing to $122K in the plan year 2024 filing.
Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 101 in the plan year 2022 filing to 185 in the plan year 2024 filing.
Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $559K in the plan year 2022 filing to $503K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954494354 · Sms Transportation Services, Inc. PY 2024 · 401(k)

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust · $503K · 185 · 18th

EBSA $503K
EBSA 185
EBSA 18th
EBSA 401(k)
EBSA near Isb Designs Inc. Profit Sharing Plan
EBSA ind #613

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 Transportation & Warehousing retirement plans → · Plans in California →

End-of-year total assets ($M) among Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$382K
Net Assets (End of Year)	$503K
Net Income	$122K
Employer EIN	954494354
Plan Effective Date	2012-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sms Transportation Services, Inc.)

Latest sponsor-wide plan assets: $1M 33.91011199179563% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	4	673	$1M
2024	3	529	$1M

Nearby 401(k) Plans in California

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

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Isb Designs Inc. Profit Sharing Plan in MD ($503K); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($503K here).

Isb Designs Inc. Profit Sharing Plan (MD) $503K · 9
Advent Gravel and Land Management, Inc. 401(k) Plan (NY) $503K · 2
Blue Marble Technologies, Inc. 401(k) Profit Sharing Plan (NY) $504K · 3
Turnbach, Warren, Rice, Frederick & Smith, P.C. 401(k) Retirement Plan (AL) $503K · 8

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

Precision Document Solutions, Inc. 401(k) Plan (TX) 185 · 0 off
Greater Houston Retailers Association 401(k) Plan (TX) 185 · 0 off
B.E.a.T., LLC 401(k) Plan (TX) 185 · 0 off
Core Machinery Retirement Savings Plan (AZ) 185 · 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 Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust surged - up 31.9% during 2024, from $382K to $503K. Reported net income was $122K.

How have Sms Transportation Services, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), Sms Transportation Services, Inc.'s sponsor-wide assets grew 33.9%, from $1M to $1M.

Where does Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 18th 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 Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Isb Designs Inc. Profit Sharing Plan in MD ($503K, 9 participants).

Which 401(k) plans cover a similar participant headcount to Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants, $982K 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 954494354.