401(k) · DOL Form 5500 · 2024

Smi Management, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
584
Participants Below avg headcount
82nd
Percentile by assets National rank
$72,985
Avg per participant Below avg balance/head
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Official DOL plan name: Smi Management, LLC 401(k) Plan and Trust · Sponsored by Smi Management, LLC · Georgia · Information & Media

$43M in assets, 584 participants

Smi Management, LLC's Smi Management, LLC 401(k) Plan and Trust reported $43M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,141 in Information & Media (2,822 peers)

Where Smi Management, LLC 401(k) Plan and Trust sits by assets

Smi Management, LLC 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 584 participants (~$72,985/participant), up 9.3% in 2024.

#2,141
in Information & Media (2,822 peers)
+9.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Smi Management, LLC 401(k) Plan and Trust's outsized position by total assets

Smi Management, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$42,622,980 Top 18% higher than 82% 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

Smi Management, LLC 401(k) Plan and Trust 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. Smi Management, LLC 401(k) Plan and Trust sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smi Management, LLC 401(k) Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Smi Management, LLC 401(k) Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Smi Management, LLC 401(k) Plan and Trust reported participants rose from 566 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831940216 · Smi Management, LLC PY 2024 · 401(k)

Smi Management, LLC 401(k) Plan and Trust · $43M · 584 · 82nd

  • EIN $43M
  • RANK 584
  • PHOTO 82nd
  • IND 401(k)
  • EOY near 21st Century Equipment, LLC 401(k) Plan
  • 5500 ind #2141

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 Information & Media retirement plans → · Plans in Georgia →

Smi Management, LLC 401(k) Plan and Trust in the asset neighbourhood

Irisndt Inc. 401(k) Plan$43MRegional Management Corp. Savings & Investment PlanRegional Management Corp. Sa…$43MWheeling Corporation Employees' Retirement PlanWheeling Corporation Employe…$43MSmi Management, LLC 401(k) Plan and TrustSmi Management, LLC 401(k) P…$43M21st Century Equipment, LLC 401(k) Plan21st Century Equipment, LLC …$43M
End-of-year total assets ($M) among Smi Management, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN831940216
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smi Management, LLC)

Sponsor-wide plan assets over time

All Smi Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 29.27198966163284% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33M $42.6M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 561 $33M
2023 1 566 $39M
2024 1 584 $43M

Nearby 401(k) Plans in Georgia

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

Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Smi Management, LLC 401(k) Plan and Trust, Total assets ($B): 0.04262298 · Participants: 584Smi Management, LLC 401(k) Plan and TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Smi Management, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smi Management, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Smi Management, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is 21st Century Equipment, LLC 401(k) Plan in NE ($43M); by covered participants it is Buck 401(k) Savings Plan in NJ (584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Smi Management, LLC 401(k) Plan and Trust assets move in 2024? ▼
Smi Management, LLC 401(k) Plan and Trust grew at a solid clip - up 9.3% during 2024, from $39M to $43M. Reported net income was $4M.
How have Smi Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smi Management, LLC's sponsor-wide assets grew 29.3%, from $33M to $43M.
Where does Smi Management, LLC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Smi Management, LLC 401(k) Plan and Trust ranks in the 82nd 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 Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 21st Century Equipment, LLC 401(k) Plan in NE ($43M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Smi Management, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Buck 401(k) Savings Plan in NJ (584 participants, N/A 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 831940216.

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.