401(k) · DOL Form 5500 · 2024
Smk Investment Trust 401(k) Plan
Data updated 2026-08-25
- $623K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $623,263
- Avg per participant High balance/head
Official DOL plan name: Smk Investment Trust · Sponsored by Smk Investment Trust · New Jersey · Real Estate
$623K in assets, 1 participants
Smk Investment Trust's Smk Investment Trust reported $623K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,540 in Real Estate (4,605 peers)
Smk Investment Trust multi-year trail
Smk Investment Trust's plans moved +38.3% in assets from 2022 to 2024; this filing shows Smk Investment Trust at $623K / 1 participant.
- #1,540
- in Real Estate (4,605 peers)
- +26.0%
- assets growth YoY
Smk Investment Trust among the smaller filed plans by assets
Smk Investment Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$623,263 19th percentile higher than 19% 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
Smk Investment Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smk Investment Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smk Investment Trust reported net income rose from $44K in the plan year 2023 filing to $129K in the plan year 2024 filing.
- Smk Investment Trust end-of-year assets rose from $495K in the plan year 2023 filing to $623K in the plan year 2024 filing.
DOL schedule card
Filing strip 812902183 · Smk Investment Trust PY 2024 · 401(k)
Smk Investment Trust · $623K · 1 · 19th
- EIN $623K
- RANK 1
- PHOTO 19th
- IND 401(k)
- EOY near Jamm Inc. 401(k) Plan
- 5500 ind #1540
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 Real Estate retirement plans → · Plans in New Jersey →
Smk Investment Trust in the asset neighbourhood
Smk Investment Trust multi-year asset trail
Sponsor-wide plan assets over time
All Smk Investment Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $623K 38.26568642240423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $451K |
| 2023 | 1 | 1 | $495K |
| 2024 | 1 | 1 | $623K |
Smk Investment Trust filing trail (2024)
| Total Assets (Beginning of Year) | $495K |
|---|---|
| Net Assets (End of Year) | $623K |
| Net Income | $129K |
| Employer EIN | 812902183 |
| Plan Effective Date | 2016-06-09 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Smk Investment Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jamm Inc. 401(k) Plan in CA ($623K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($623K here).
- Jamm Inc. 401(k) Plan (CA) $623K · 6
- Cozy Homes Inc. 401(k) Plan (CA) $623K · N/A
- Surlesco Corporation 401(k) Profit Sharing Plan (LA) $624K · 1
- Softech, Inc. Employees' Cash or Deferred Profit Sharing Plan (MI) $623K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.