401(k) · DOL Form 5500 · 2023

Smalley Steel Ring Co 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
560
Participants
91st
Percentile by assets
$176,577
Avg per participant
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Official DOL plan name: Smalley USA 401(k) Retirement Savings Plan · Sponsored by Smalley Steel Ring Co · Illinois · Manufacturing

$99M in assets, 560 participants

Smalley Steel Ring Co's Smalley USA 401(k) Retirement Savings Plan reported $99M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,238 in Manufacturing (18,722 peers)

Where Smalley USA 401(k) Retirement Savings Plan sits by assets

Smalley USA 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $99M for 560 participants (~$176,577/participant), up 24.6% in 2023.

$99M
total plan assets (2023 EOY)
560
covered participants
91st
percentile by assets (of 127,072 plans)
$176,577
avg assets per participant

Where Smalley USA 401(k) Retirement Savings Plan sits by total assets

Smalley USA 401(k) Retirement Savings Plan vs every filed plan by assets

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

$98,882,944 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smalley USA 401(k) Retirement Savings Plan reported net income rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Smalley USA 401(k) Retirement Savings Plan end-of-year assets rose from $79M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Smalley USA 401(k) Retirement Savings Plan reported participants rose from 538 in the plan year 2022 filing to 560 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Manufacturing

Smalley USA 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Smalley USA 401(k) Retirement Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$99M
Net Income$19M
Employer EIN362517995
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smalley Steel Ring Co)

$70M$80M$90M$100M$110M 202220232024 $79.4M $100M ▲ +26.1%
Total plan assets by year, all Smalley Steel Ring Co plans on file
Year Plans Participants Total Assets
2022 1 538 $79M
2023 1 560 $99M
2024 1 558 $100M

Nearby 401(k) Plans in Illinois

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

Smalley USA 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Smalley USA 401(k) R…, Total assets ($B): 0.098882944 · Participants: 560Smalley USA 401(k) R…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Smalley USA 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smalley USA 401(k) Retirement Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smalley USA 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Smalley USA 401(k) Retirement Savings Plan assets move in 2023? ▼
Smalley USA 401(k) Retirement Savings Plan grew sharply - up 24.6% during 2023, from $79M to $99M. Reported net income was $19M.
How have Smalley Steel Ring Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smalley Steel Ring Co's sponsor-wide assets grew 26.1%, from $79M to $100M.
Where does Smalley USA 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Smalley USA 401(k) Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Smalley USA 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Starwood Property Trust, Inc. Savings Plan in FL ($99M, 298 participants).

Next read for Smalley USA 401(k) Retirement Savings Pl…

Scale reading

Ways to act on Smalley USA 401(k) Retirement Savings Plan's numbers.

  • By total assets, Smalley USA 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Smalley Steel Ring Co's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 362517995.

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.