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
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
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.
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
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 260050650 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
| 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.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
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.
- Matthews International Corporation 401(k) Plan (PA) 4,253 · 1 off
- Sscp Management Group 401(k) Plan (TX) 4,253 · 1 off
- Vision Management Services, LLC 401(k) Plan (IL) 4,256 · 2 off
- Holt Companies Retirement Plan (TX) 4,257 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.