401(k) · DOL Form 5500 · 2023

Smalley Steel Ring Co 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
560
Participants Below avg headcount
91st
Percentile by assets National rank
$176,577
Avg per participant Above avg balance/head
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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.

  • #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.

#16,238
in Manufacturing (18,722 peers)
+24.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Smalley USA 401(k) Retirement Savings Plan's outsized position 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 $2,050,000,000 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 2023

Smalley USA 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smalley USA 401(k) Retirement Savings Plan sits mid-pack in the medium band (560 participants).

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 →

Form 5500 schedule snapshot

Filing strip 362517995 · Smalley Steel Ring Co PY 2023 · 401(k)

Smalley USA 401(k) Retirement Savings Plan · $99M · 560 · 91st

  • SCH $99M
  • EBSA 560
  • PART 91st
  • TYPE 401(k)
  • NET near Starwood Property Trust, Inc. Savings Plan
  • BOOK ind #16238

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 Manufacturing retirement plans → · Plans in Illinois →

Smalley USA 401(k) Retirement Savings Plan in the asset neighbourhood

W. C. Bradley Co. 401(k) Savings PlanW. C. Bradley Co. 401(k) Sav…$99MSmalley USA 401(k) Retirement Savings PlanSmalley USA 401(k) Retiremen…$99MStarwood Property Trust, Inc. Savings PlanStarwood Property Trust, Inc…$99MSociety for Human Resource Management Incentive Savings PlanSociety for Human Resource M…$99MAem Retirement Plan$99M
End-of-year total assets ($M) among Smalley USA 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Smalley Steel Ring Co plans reported in each filing year

Latest sponsor-wide plan assets
$100M 26.09249798123569% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $79.4M $100M ▲ +26.1%
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 ($B) Participants Smalley USA 401(k) Retirement Savings Plan, Total assets ($B): 0.098882944 · Participants: 560Smalley USA 401(k) Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Smalley USA 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smalley USA 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Starwood Property Trust, Inc. Savings Plan in FL ($99M); by covered participants it is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (560 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Smalley USA 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spl, Inc. 401(k) Profit Sharing Plan in TX (560 participants, $15M in assets).

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.