401(k) · DOL Form 5500 · 2024

Sma, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
164
Participants Small participant base
78th
Percentile by assets National rank
$194,253
Avg per participant Above avg balance/head
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Official DOL plan name: Sma, Inc. 401(k) Plan · Sponsored by Sma, Inc. · California · Professional & Technical Services

$32M in assets, 164 participants

Sma, Inc.'s Sma, Inc. 401(k) Plan reported $32M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,811 in Professional & Technical Services (20,173 peers)

Coverage in California

Sma, Inc. 401(k) Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $32M.

#15,811
in Professional & Technical Services (20,173 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sma, Inc. 401(k) Plan's outsized position by total assets

Sma, Inc. 401(k) Plan vs every filed plan by assets

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

$31,857,422 Top 22% higher than 78% 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

Sma, Inc. 401(k) 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. Sma, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sma, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sma, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Sma, Inc. 401(k) Plan reported participants rose from 155 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330080929 · Sma, Inc. PY 2024 · 401(k)

Sma, Inc. 401(k) Plan · $32M · 164 · 78th

  • IND $32M
  • EOY 164
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Prrc Employee Savings Plan
  • EIN ind #15811

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 California →

Sma, Inc. 401(k) Plan in the asset neighbourhood

Sma, Inc. 401(k) Plan$32MPrrc Employee Savings Plan$32MArm Group Enterprises 401(k) PlanArm Group Enterprises 401(k)…$32MFirst Rate, Inc. Profit Sharing Plan (with 401(k) Safe Harbor Provisions)First Rate, Inc. Profit Shar…$32MPiping Rock 401(k) Plan$32M
End-of-year total assets ($M) among Sma, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN330080929
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sma, Inc.)

Sponsor-wide plan assets over time

All Sma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.196500841635572% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.2M $31.9M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 163 $25M
2023 1 155 $29M
2024 1 164 $32M

Nearby 401(k) Plans in California

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

Sma, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sma, Inc. 401(k) Plan, Total assets ($B): 0.031857422 · Participants: 164Sma, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sma, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sma, Inc. 401(k) Plan side-by-side with 3 peers →

Sma, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prrc Employee Savings Plan in CT ($32M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Sma, Inc. 401(k) Plan assets move in 2024? ▼
Sma, Inc. 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $29M to $32M. Reported net income was $3M.
How have Sma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sma, Inc.'s sponsor-wide assets grew 26.2%, from $25M to $32M.
Where does Sma, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sma, Inc. 401(k) Plan ranks in the 78th 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 Sma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prrc Employee Savings Plan in CT ($32M, 1,281 participants).
Which 401(k) plans cover a similar participant headcount to Sma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 330080929.

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.