401(k) · DOL Form 5500 · 2024
Smalley & Company 401(k) Plan
Data updated 2026-08-25
- $35K
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $467
- Avg per participant Low balance/head
Official DOL plan name: Smalley & Company 401(k) Savings Plan · Sponsored by Smalley & Company · Colorado · Wholesale Trade
$35K in assets, 75 participants
Smalley & Company's Smalley & Company 401(k) Savings Plan reported $35K in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #102 in Wholesale Trade (6,080 peers)
Smalley & Company multi-year trail
Smalley & Company's plans moved -64.4% in assets from 2022 to 2024; this filing shows Smalley & Company 401(k) Savings Plan at $35K / 75 participants.
- #102
- in Wholesale Trade (6,080 peers)
- -99.7%
- assets change YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smalley & Company 401(k) Savings Plan among the smaller filed plans by assets
Smalley & Company 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,043 3rd percentile higher than 3% 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
Smalley & Company 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smalley & Company 401(k) Savings Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smalley & Company 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Smalley & Company 401(k) Savings Plan end-of-year assets fell from $11M in the plan year 2023 filing to $35K in the plan year 2024 filing.
- Smalley & Company 401(k) Savings Plan reported participants fell from 168 in the plan year 2023 filing to 75 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 840576872 · Smalley & Company PY 2024 · 401(k)
Smalley & Company 401(k) Savings Plan · $35K · 75 · 3rd
- PCT $35K
- PCT 75
- PCT 3rd
- PCT 401(k)
- PCT near Sharper Brain Texas Co. 401(k) Plan
- PCT ind #102
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 Colorado →
Smalley & Company 401(k) Savings Plan in the asset neighbourhood
Smalley & Company multi-year asset trail
Sponsor-wide plan assets over time
All Smalley & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 64.37480182997305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 282 | $48M |
| 2023 | 2 | 303 | $49M |
| 2024 | 2 | 238 | $17M |
Smalley & Company filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $35K |
| Net Income | -$11M |
| Employer EIN | 840576872 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Smalley & Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sharper Brain Texas Co. 401(k) Plan in TX ($35K); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35K here).
- Sharper Brain Texas Co. 401(k) Plan (TX) $35K · N/A
- Tangerine Hotels Palm Springs 401(k) Profit Sharing Plan & Trust (CA) $35K · 10
- Prosocial Play, Inc. 401(k) Plan (NY) $35K · 10
- L2 Endeavors Inc. 401(k) Plan (TX) $35K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Peppers Automotive Group 401(k) Plan (TN) 75 · 0 off
- Aisle Rocket Retirement Plan (IL) 75 · 0 off
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 75 · 0 off
- Bese Holding Inc 401(k) Profit Sharing Plan & Trust (MO) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.