401(k) · DOL Form 5500 · 2024

Southern Marketing Affiliates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
116
Participants Small participant base
62nd
Percentile by assets National rank
$117,573
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Marketing Affiliates, Inc. 401(k) Plan · Sponsored by Southern Marketing Affiliates, Inc. · Arkansas · Wholesale Trade

$14M in assets, 116 participants

Southern Marketing Affiliates, Inc.'s Southern Marketing Affiliates, Inc. 401(k) Plan reported $14M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,346 in Wholesale Trade (6,080 peers)

Coverage in Arkansas

Southern Marketing Affiliates, Inc. 401(k) Plan covers 116 participants in Arkansas, about 4% of the average Arkansas filer (state average ~2,784 per filing). Assets: $14M.

#3,346
in Wholesale Trade (6,080 peers)
+7.9%
assets growth YoY

Southern Marketing Affiliates, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Southern Marketing Affiliates, Inc. 401(k) Plan vs every filed plan by assets

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

$13,638,524 Top 38% higher than 62% 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

Southern Marketing Affiliates, 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. Southern Marketing Affiliates, Inc. 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Marketing Affiliates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southern Marketing Affiliates, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Southern Marketing Affiliates, Inc. 401(k) Plan reported participants fell from 123 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710356499 · Southern Marketing Affiliates, Inc. PY 2024 · 401(k)

Southern Marketing Affiliates, Inc. 401(k) Plan · $14M · 116 · 62nd

  • EOY $14M
  • 5500 116
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Group 4 Architecture, Research & Planning, Inc. Ps/401 (K) Plan
  • RANK ind #3346

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 Wholesale Trade retirement plans → · Plans in Arkansas →

Southern Marketing Affiliates, Inc. 401(k) Plan in the asset neighbourhood

Southern Marketing Affiliates, Inc. 401(k) PlanSouthern Marketing Affiliate…$14MGroup 4 Architecture, Research & Planning, Inc. Ps/401 (K) PlanGroup 4 Architecture, Resear…$14MAbbott-Action , Inc. 401(k) Profit Sharing PlanAbbott-Action , Inc. 401(k) …$14MTripleseat Software LLC 401(k) Profit Sharing PlanTripleseat Software LLC 401(…$14MCity Mill Company, Limited Profit Sharing 401(k) PlanCity Mill Company, Limited P…$14M
End-of-year total assets ($M) among Southern Marketing Affiliates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN710356499
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Marketing Affiliates, Inc.)

Sponsor-wide plan assets over time

All Southern Marketing Affiliates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 28.203293019186233% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13.6M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 124 $11M
2023 1 123 $13M
2024 1 116 $14M

Nearby 401(k) Plans in Arkansas

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

Southern Marketing Affiliates, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Southern Marketing Affiliates, Inc. 401(k) Plan, Total assets ($B): 0.013638524 · Participants: 116Southern Marketing Affiliates, Inc. 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Southern Marketing Affiliates, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Southern Marketing Affiliates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest 401(k) by assets is Group 4 Architecture, Research & Planning, Inc. Ps/401 (K) Plan in CA ($14M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Southern Marketing Affiliates, Inc. 401(k) Plan assets move in 2024? ▼
Southern Marketing Affiliates, Inc. 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $13M to $14M. Reported net income was $1M.
How have Southern Marketing Affiliates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Marketing Affiliates, Inc.'s sponsor-wide assets grew 28.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Southern Marketing Affiliates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group 4 Architecture, Research & Planning, Inc. Ps/401 (K) Plan in CA ($14M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Southern Marketing Affiliates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 710356499.

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.