401(k) · DOL Form 5500 · 2024
Sms Group Inc. 401(k) Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 1,042
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $160,266
- Avg per participant Above avg balance/head
Official DOL plan name: Sms Group 401(k) Savings Plan · Sponsored by Sms Group Inc. · Pennsylvania · Professional & Technical Services
$167M in assets, 1,042 participants
Sms Group Inc.'s Sms Group 401(k) Savings Plan reported $167M in total assets and 1,042 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,075 in Professional & Technical Services (20,173 peers)
Where Sms Group 401(k) Savings Plan sits by assets
Sms Group 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $167M for 1,042 participants (~$160,266/participant), up 11.2% in 2024.
- #19,075
- in Professional & Technical Services (20,173 peers)
- +11.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Sms Group 401(k) Savings Plan's outsized position by total assets
Sms Group 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$166,997,097 Top 7% higher than 93% 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
Sms Group 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sms Group 401(k) Savings Plan lands in the large band (1,042 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sms Group 401(k) Savings Plan end-of-year assets rose from $150M in the plan year 2023 filing to $167M in the plan year 2024 filing.
- Sms Group 401(k) Savings Plan reported net income fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Sms Group 401(k) Savings Plan reported participants rose from 1,006 in the plan year 2023 filing to 1,042 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 250912177 · Sms Group Inc. PY 2024 · 401(k)
Sms Group 401(k) Savings Plan · $167M · 1,042 · 93rd
- PART $167M
- TYPE 1,042
- NET 93rd
- BOOK 401(k)
- VS-ST near Weisiger Group 401(k) Plan
- BOY ind #19075
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Sms Group 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $17M |
| Employer EIN | 250912177 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sms Group Inc.)
Sponsor-wide plan assets over time
All Sms Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 26.04209624088159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 917 | $132M |
| 2023 | 1 | 1,006 | $150M |
| 2024 | 1 | 1,042 | $167M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Sms Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Weisiger Group 401(k) Plan in NC ($167M); by covered participants it is Ua Local 125 Retirement Savings Plan in IA (1,042 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- Weisiger Group 401(k) Plan (NC) $167M · 1,915
- Crain Communications Inc 401(k) Plan (MI) $167M · 653
- Schulte Roth & Zabel LLP Savings Plan (IL) $167M · 277
- 401(k) Profit Sharing Plan of Charlotte Eye, Ear, Nose & Throat Associates, P. a. (NC) $167M · 655
Similar participant headcount
Nearest other-state filings by covered participants (1,042 participants); asset peers above are excluded.
- Ua Local 125 Retirement Savings Plan (IA) 1,042 · 0 off
- Curran Group Retirement Plan (IL) 1,042 · 0 off
- Cargurus, Inc. 401(k) Profit Sharing Plan (MA) 1,042 · 0 off
- Ita Group, Inc. 401(k) Savings and Retirement Plan (IA) 1,042 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.