401(k) · DOL Form 5500 · 2024

Surface Mount Technology Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
177
Participants Small participant base
45th
Percentile by assets National rank
$33,861
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surface Mount Technology Corporation 401(k) Plan and Trust · Sponsored by Surface Mount Technology Corporation · Wisconsin · Manufacturing

$6M in assets, 177 participants

Surface Mount Technology Corporation's Surface Mount Technology Corporation 401(k) Plan and Trust reported $6M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,106 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Surface Mount Technology Corporation 401(k) Plan and Trust covers 177 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#5,106
in Manufacturing (17,777 peers)
+29.2%
assets growth YoY

Surface Mount Technology Corporation 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Surface Mount Technology Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$5,993,326 45th percentile higher than 45% 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

Surface Mount Technology Corporation 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. Surface Mount Technology Corporation 401(k) Plan and Trust sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surface Mount Technology Corporation 401(k) Plan and Trust reported net income rose from $917K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Surface Mount Technology Corporation 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Surface Mount Technology Corporation 401(k) Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391884929 · Surface Mount Technology Corporation PY 2024 · 401(k)

Surface Mount Technology Corporation 401(k) Plan and Trust · $6M · 177 · 45th

  • EOY $6M
  • EOY 177
  • EOY 45th
  • EOY 401(k)
  • EOY near Corporate Brokers, LLC Retirement Savings Plan
  • EOY ind #5106

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 Manufacturing retirement plans → · Plans in Wisconsin →

Surface Mount Technology Corporation 401(k) Plan and Trust in the asset neighbourhood

Surface Mount Technology Corporation 401(k) Plan and TrustSurface Mount Technology Cor…$6MCorporate Brokers, LLC Retirement Savings PlanCorporate Brokers, LLC Retir…$6MObjectwin Technology, Inc. 401(k) PlanObjectwin Technology, Inc. 4…$6MD & G Support Services 401(k) PlanD & G Support Services 401(k…$6MDown to Earth 401(k) Plan$6M
End-of-year total assets ($M) among Surface Mount Technology Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391884929
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surface Mount Technology Corporation)

Sponsor-wide plan assets over time

All Surface Mount Technology Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.06752966002168% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.72M $5.99M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 142 $4M
2023 1 143 $5M
2024 1 177 $6M

Nearby 401(k) Plans in Wisconsin

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

Surface Mount Technology Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Surface Mount Technology Corporation 401(k) Plan and Trust, Total assets ($B): 0.005993326 · Participants: 177Surface Mount Technology Corporation 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Surface Mount Technology Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Surface Mount Technology Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Surface Mount Technology Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Corporate Brokers, LLC Retirement Savings Plan in MD ($6M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Surface Mount Technology Corporation 401(k) Plan and Trust assets move in 2024? ▼
Surface Mount Technology Corporation 401(k) Plan and Trust grew sharply - up 29.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Surface Mount Technology Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surface Mount Technology Corporation's sponsor-wide assets grew 61.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Surface Mount Technology Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Corporate Brokers, LLC Retirement Savings Plan in MD ($6M, 562 participants).
Which 401(k) plans cover a similar participant headcount to Surface Mount Technology Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 391884929.

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.