401(k) · DOL Form 5500 · 2024

Sms Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
4,254
Participants Above avg headcount
52nd
Percentile by assets National rank
$2,013
Avg per participant Low balance/head
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Official DOL plan name: Sms Holdings Corp. 401(k) Savings Plan · Sponsored by Sms Holdings Corp. · Tennessee · Administrative & Support Services

$9M in assets, 4,254 participants

Sms Holdings Corp.'s Sms Holdings Corp. 401(k) Savings Plan reported $9M in total assets and 4,254 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,188 in Administrative & Support Services (4,368 peers)

Coverage in Tennessee

Sms Holdings Corp. 401(k) Savings Plan covers 4,254 participants in Tennessee, 3.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: $9M.

#3,188
in Administrative & Support Services (4,368 peers)
+13.6%
assets growth YoY

Sms Holdings Corp. 401(k) Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sms Holdings Corp. 401(k) Savings Plan vs every filed plan by assets

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

$8,563,878 Top 48% higher than 52% 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

Sms Holdings Corp. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sms Holdings Corp. 401(k) Savings Plan lands in the large band (4,254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sms Holdings Corp. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sms Holdings Corp. 401(k) Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sms Holdings Corp. 401(k) Savings Plan reported participants rose from 3,792 in the plan year 2023 filing to 4,254 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260050650 · Sms Holdings Corp. PY 2024 · 401(k)

Sms Holdings Corp. 401(k) Savings Plan · $9M · 4,254 · 52nd

  • SCH $9M
  • SCH 4,254
  • SCH 52nd
  • SCH 401(k)
  • SCH near H. John Feldman, P. a. Retirement Plan
  • SCH ind #3188

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Sms Holdings Corp. 401(k) Savings Plan in the asset neighbourhood

Sms Holdings Corp. 401(k) Savings PlanSms Holdings Corp. 401(k) Sa…$9MH. John Feldman, P. a. Retirement PlanH. John Feldman, P. a. Retir…$9MShift Paradigm 401(k) Plan$9MEnergy Laboratories, Inc. 401(k) Profit Sharing PlanEnergy Laboratories, Inc. 40…$9MShellback Holdings, LLC 401(k) PlanShellback Holdings, LLC 401(…$9M
End-of-year total assets ($M) among Sms Holdings Corp. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN260050650
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sms Holdings Corp.)

Sponsor-wide plan assets over time

All Sms Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.926556523831316% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.87M $8.56M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 3,485 $6M
2023 1 3,792 $8M
2024 1 4,254 $9M

Nearby 401(k) Plans in Tennessee

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

Sms Holdings Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sms Holdings Corp. 401(k) Savings Plan, Total assets ($B): 0.008563878 · Participants: 4254Sms Holdings Corp. 401(k) Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Sms Holdings Corp. 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Sms Holdings Corp. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is H. John Feldman, P. a. Retirement Plan in FL ($9M); by covered participants it is Matthews International Corporation 401(k) Plan in PA (4,253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,254 participants); 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 Sms Holdings Corp. 401(k) Savings Plan assets move in 2024?
Sms Holdings Corp. 401(k) Savings Plan grew at a solid clip - up 13.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Sms Holdings Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sms Holdings Corp.'s sponsor-wide assets grew 45.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Sms Holdings Corp. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is H. John Feldman, P. a. Retirement Plan in FL ($9M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sms Holdings Corp. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Matthews International Corporation 401(k) Plan in PA (4,253 participants, $353M in assets).