401(k) · DOL Form 5500 · 2024
Sms Transportation Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $588K
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $3,719
- Avg per participant Low balance/head
Official DOL plan name: Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Sms Transportation Services, Inc. · California · Transportation & Warehousing
$588K in assets, 158 participants
Sms Transportation Services, Inc.'s Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust reported $588K in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #657 in Transportation & Warehousing (3,299 peers)
Coverage in California
Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $588K.
- #657
- in Transportation & Warehousing (3,299 peers)
- +16.7%
- 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
$587,668 19th percentile higher than 19% 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 (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$28K in the plan year 2022 filing to $84K 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 158 in the plan year 2024 filing.
- Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $559K in the plan year 2022 filing to $588K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954494354 · Sms Transportation Services, Inc. PY 2024 · 401(k)
Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust · $588K · 158 · 19th
- ASSETS $588K
- ASSETS 158
- ASSETS 19th
- ASSETS 401(k)
- ASSETS near Src Management Inc. Employee 401(k) Plan
- ASSETS ind #657
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 →
Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $503K |
|---|---|
| Net Assets (End of Year) | $588K |
| Net Income | $84K |
| Employer EIN | 954494354 |
| Plan Effective Date | 2012-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sms Transportation Services, Inc.)
Sponsor-wide plan assets over time
All Sms Transportation Services, Inc. plans reported in each filing year
- 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.
- 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
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 Src Management Inc. Employee 401(k) Plan in TX ($588K); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($588K here).
- Src Management Inc. Employee 401(k) Plan (TX) $588K · 12
- Baker Creek Heirloom Seed Co LLC 401(k) Profit Sharing Plan (MO) $588K · 80
- Tj&s Corporation Profit Sharing Plan (AZ) $588K · 17
- Tata Elxsi 401(k) Plan (MI) $587K · 200
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- Supportive Healthcare, Inc 401(k) Plan (FL) 158 · 0 off
- American Ambulance Service, Inc. Profit Sharing Plan (CT) 158 · 0 off
- Schultes Precision Manufacturing 401(k) Plan (IL) 158 · 0 off
- Morton Grove Pharmaceutical, (IL) 158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.