401(k) · DOL Form 5500 · 2024

Smc, Ltd. 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,408
Participants Near avg headcount
89th
Percentile by assets National rank
$56,038
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smc Retirement Plan · Sponsored by Smc, Ltd. · Wisconsin · Manufacturing

$79M in assets, 1,408 participants

Smc, Ltd.'s Smc Retirement Plan reported $79M in total assets and 1,408 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,803 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Smc Retirement Plan covers 1,408 participants in Wisconsin, 2.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $79M.

#14,803
in Manufacturing (17,777 peers)
+18.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Smc Retirement Plan's outsized position by total assets

Smc Retirement Plan vs every filed plan by assets

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

$78,901,499 Top 11% higher than 89% 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

Smc Retirement 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. Smc Retirement Plan lands in the large band (1,408 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smc Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Smc Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Smc Retirement Plan reported participants fell from 1,490 in the plan year 2023 filing to 1,408 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391572281 · Smc, Ltd. PY 2024 · 401(k)

Smc Retirement Plan · $79M · 1,408 · 89th

  • TYPE $79M
  • TYPE 1,408
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near R. J. Corman Savings Retirement Plan
  • TYPE ind #14803

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 Wisconsin →

Smc Retirement Plan in the asset neighbourhood

Gulf Interstate Engineering Company Savings PlanGulf Interstate Engineering …$79MSmc Retirement Plan$79MR. J. Corman Savings Retirement PlanR. J. Corman Savings Retirem…$79MCatalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and TrustCatalyst Corporate Federal C…$79MThe Mcgregor Company Qualified Profit Sharing 401(k) PlanThe Mcgregor Company Qualifi…$79M
End-of-year total assets ($M) among Smc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN391572281
Plan Effective Date1995-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Smc, Ltd.)

Sponsor-wide plan assets over time

All Smc, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 48.852825894571986% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $53M $78.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 1,596 $53M
2023 1 1,490 $67M
2024 1 1,408 $79M

Nearby 401(k) Plans in Wisconsin

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

Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Smc Retirement Plan, Total assets ($B): 0.078901499 · Participants: 1408Smc Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Smc Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Smc Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is R. J. Corman Savings Retirement Plan in KY ($79M); by covered participants it is Tanium Inc. 401(k) Plan in CA (1,408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,408 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 Smc Retirement Plan assets move in 2024? ▼
Smc Retirement Plan grew sharply - up 18.4% during 2024, from $67M to $79M. Reported net income was $12M.
How have Smc, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smc, Ltd.'s sponsor-wide assets grew 48.9%, from $53M to $79M.
Where does Smc Retirement Plan rank by assets among Form 5500 filers? ▼
Smc Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. J. Corman Savings Retirement Plan in KY ($79M, 1,401 participants).
Which 401(k) plans cover a similar participant headcount to Smc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tanium Inc. 401(k) Plan in CA (1,408 participants, $229M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391572281.

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.