401(k) · DOL Form 5500 · 2024
Northern Shared Medical Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 485
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $101,325
- Avg per participant Below avg balance/head
Official DOL plan name: Sms Retirement Savings Plan · Sponsored by Northern Shared Medical Services, Inc. · Wisconsin · Professional & Technical Services
$49M in assets, 485 participants
Northern Shared Medical Services, Inc.'s Sms Retirement Savings Plan reported $49M in total assets and 485 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,092 in Professional & Technical Services (20,173 peers)
Where Sms Retirement Savings Plan sits by assets
Sms Retirement Savings Plan sits in the top quartile of all filed plans by assets, $49M for 485 participants (~$101,325/participant), up 8.0% in 2024.
- #17,092
- in Professional & Technical Services (20,173 peers)
- +8.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sms Retirement Savings Plan's outsized position by total assets
Sms Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,142,576 Top 16% higher than 84% 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 Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sms Retirement Savings Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sms Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sms Retirement Savings Plan reported participants rose from 442 in the plan year 2023 filing to 485 in the plan year 2024 filing.
- Sms Retirement Savings Plan end-of-year assets rose from $45M in the plan year 2023 filing to $49M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411388075 · Northern Shared Medical Services, Inc. PY 2024 · 401(k)
Sms Retirement Savings Plan · $49M · 485 · 84th
- 5500 $49M
- 5500 485
- 5500 84th
- 5500 401(k)
- 5500 near Ajc 401(k) Plan
- 5500 ind #17092
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Sms Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $4M |
| Employer EIN | 411388075 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Shared Medical Services, Inc.)
Sponsor-wide plan assets over time
All Northern Shared Medical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 47.60094436340877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 666 | $111M |
| 2023 | 2 | 759 | $131M |
| 2024 | 2 | 831 | $163M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Sms Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ajc 401(k) Plan in GA ($49M); by covered participants it is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Ajc 401(k) Plan (GA) $49M · 300
- America's First Federal Credit Union Retirement Savings Plan (AL) $49M · 435
- Independent Project Analysis, Inc. 401(k) Plan (VA) $49M · 125
- Big Creek Lumber Company 401(k) Retirement Plan (CA) $49M · 229
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan (CO) 485 · 0 off
- Logixhealth, Inc 401(k) Plan (MA) 485 · 0 off
- Fry Foods, Inc. 401(k) and Profit Sharing Plan and Trust (OH) 485 · 0 off
- Schuster Co Inc 401(k) P/S (IA) 485 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.