401(k) · DOL Form 5500 · 2024

Senior Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
595
Participants Below avg headcount
57th
Percentile by assets National rank
$17,667
Avg per participant Low balance/head
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Official DOL plan name: Careage 401(k) Plan · Sponsored by Senior Management Services, LLC · Washington · Real Estate

$11M in assets, 595 participants

Senior Management Services, LLC's Careage 401(k) Plan reported $11M in total assets and 595 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,420 in Real Estate (4,605 peers)

Coverage in Washington

Careage 401(k) Plan covers 595 participants in Washington, about 40% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#3,420
in Real Estate (4,605 peers)
+13.3%
assets growth YoY

Careage 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Careage 401(k) Plan vs every filed plan by assets

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

$10,511,763 Top 43% higher than 57% 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

Careage 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. Careage 401(k) Plan sits mid-pack in the medium band (595 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Careage 401(k) Plan reported participants rose from 465 in the plan year 2023 filing to 595 in the plan year 2024 filing.
  • Careage 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Careage 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263988687 · Senior Management Services, LLC PY 2024 · 401(k)

Careage 401(k) Plan · $11M · 595 · 57th

  • RANK $11M
  • PHOTO 595
  • IND 57th
  • EOY 401(k)
  • 5500 near Gas Equipment Company, Inc. 401(k) Plan
  • ASSETS ind #3420

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 Washington →

Careage 401(k) Plan in the asset neighbourhood

Careage 401(k) Plan$11MGas Equipment Company, Inc. 401(k) PlanGas Equipment Company, Inc. …$11MMatter Communications, Inc. Retirement Savings PlanMatter Communications, Inc. …$11MD & M Industries, Inc. Profit Sharing PlanD & M Industries, Inc. Profi…$11M403(b) Thrift Plan for Employees of Gateway Community Health Center, Inc.403(b) Thrift Plan for Emplo…$11M
End-of-year total assets ($M) among Careage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN263988687
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Management Services, LLC)

Sponsor-wide plan assets over time

All Senior Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.03801691070706% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.78M $10.5M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 477 $8M
2023 1 465 $9M
2024 1 595 $11M

Nearby 401(k) Plans in Washington

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

Careage 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Careage 401(k) Plan, Total assets ($B): 0.010511763 · Participants: 595Careage 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Careage 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Careage 401(k) Plan side-by-side with 3 peers →

Careage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Gas Equipment Company, Inc. 401(k) Plan in TX ($11M); by covered participants it is Knightvest 401(k) Plan in TX (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Careage 401(k) Plan assets move in 2024? ▼
Careage 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $9M to $11M. Reported net income was $1M.
How have Senior Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Management Services, LLC's sponsor-wide assets grew 35.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Careage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gas Equipment Company, Inc. 401(k) Plan in TX ($11M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Careage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knightvest 401(k) Plan in TX (595 participants, $12M 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 263988687.

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.