Other · DOL Form 5500 · 2024

Society of Manufacturing Engineers Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
213
Participants Below avg headcount
83rd
Percentile by assets National rank
$205,251
Avg per participant Above avg balance/head
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Official DOL plan name: Sme Employee Savings Plan · Sponsored by Society of Manufacturing Engineers · Michigan · Other Services

$44M in assets, 213 participants

Society of Manufacturing Engineers's Sme Employee Savings Plan reported $44M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,099 in Other Services (7,719 peers)

Coverage in Michigan

Sme Employee Savings Plan covers 213 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $44M.

#7,099
in Other Services (7,719 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sme Employee Savings Plan's outsized position by total assets

Sme Employee Savings Plan vs every filed plan by assets

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

$43,718,406 Top 17% higher than 83% 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

Sme Employee 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. Sme Employee Savings Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sme Employee Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Sme Employee Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sme Employee Savings Plan reported participants rose from 195 in the plan year 2023 filing to 213 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 380298770 · Society of Manufacturing Engineers PY 2024 · Other

Sme Employee Savings Plan · $44M · 213 · 83rd

  • EBSA $44M
  • PART 213
  • TYPE 83rd
  • NET Other
  • BOOK near Lake Forest Academy Defined Contribution Plan
  • VS-ST ind #7099

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 Other Services retirement plans → · Plans in Michigan →

Sme Employee Savings Plan in the asset neighbourhood

O'bleness Memorial Hospital Tax Sheltered Annuity PlanO'bleness Memorial Hospital …$44MSheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$44MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$44MSme Employee Savings Plan$44MSanta Catalina School DC Plan Retirement PlanSanta Catalina School DC Pla…$44M
End-of-year total assets ($M) among Sme Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN380298770
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of Manufacturing Engineers)

Sponsor-wide plan assets over time

All Society of Manufacturing Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.668849133784814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 222 $44M
2023 2 227 $51M
2024 2 244 $57M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Sme Employee Savings Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sme Employee Savings Plan, Total assets ($B): 0.043718406 · Participants: 213Sme Employee Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 5.195030475 · Participants: 44591Fca US LLC UAW Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 5.094106866 · Participants: 15683Fca US LLC Salaried Employees' Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 3.21382557 · Participants: 32821Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.966016065 · Participants: 34160Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.412878823 · Participants: 14465Henry Ford Health System Heritage 403(b) Plan
Sme Employee Savings Plan vs. nearby Other plans in Michigan, assets vs. participants

Sme Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Lake Forest Academy Defined Contribution Plan in IL ($44M); by covered participants it is Msn Air Service in NY (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Sme Employee Savings Plan assets move in 2024?
Sme Employee Savings Plan grew sharply - up 18.2% during 2024, from $37M to $44M. Reported net income was $7M.
How have Society of Manufacturing Engineers plan assets changed over time?
Across 3 plan years on file (2022-2024), Society of Manufacturing Engineers's sponsor-wide assets grew 30.7%, from $44M to $57M.
Where does Sme Employee Savings Plan rank by assets among Form 5500 filers?
Sme Employee Savings Plan ranks in the 83rd 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 Other plans are similar in size to Sme Employee Savings Plan?
Among Other plans in other states, the closest by assets is Lake Forest Academy Defined Contribution Plan in IL ($44M, 159 participants).
Which Other plans cover a similar participant headcount to Sme Employee Savings Plan?
Among Other plans in other states, the closest by covered participants is Msn Air Service in NY (213 participants, $550K in assets).