401(k) · DOL Form 5500 · 2024
Smallwood Management Company, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 355
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $10,276
- Avg per participant Low balance/head
Official DOL plan name: Smallwood Management Co LLC 401(k) Plan · Sponsored by Smallwood Management Company, LLC · Texas · Retail Trade
$4M in assets, 355 participants
Smallwood Management Company, LLC's Smallwood Management Co LLC 401(k) Plan reported $4M in total assets and 355 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #3,881 in Retail Trade (8,048 peers)
Smallwood Management Company, LLC multi-year trail
Smallwood Management Company, LLC's plans moved +133.2% in assets from 2022 to 2024; this filing shows Smallwood Management Co LLC 401(k) Plan at $4M / 355 participants.
- #3,881
- in Retail Trade (8,048 peers)
- +37.1%
- assets growth YoY
Smallwood Management Co LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Smallwood Management Co LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,647,813 37th percentile higher than 37% 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
Smallwood Management Co LLC 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. Smallwood Management Co LLC 401(k) Plan sits mid-pack in the medium band (355 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smallwood Management Co LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Smallwood Management Co LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $987K in the plan year 2024 filing.
- Smallwood Management Co LLC 401(k) Plan reported participants fell from 385 in the plan year 2023 filing to 355 in the plan year 2024 filing.
DOL schedule card
Filing strip 461415403 · Smallwood Management Company, LLC PY 2024 · 401(k)
Smallwood Management Co LLC 401(k) Plan · $4M · 355 · 37th
- TYPE $4M
- NET 355
- BOOK 37th
- VS-ST 401(k)
- BOY near Cintel, Inc. 401(k) Profit Sharing Plan
- SCH ind #3881
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 Retail Trade retirement plans → · Plans in Texas →
Smallwood Management Co LLC 401(k) Plan in the asset neighbourhood
Smallwood Management Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Smallwood Management Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 133.21554747726861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 341 | $2M |
| 2023 | 1 | 385 | $3M |
| 2024 | 1 | 355 | $4M |
Smallwood Management Company, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $987K |
| Employer EIN | 461415403 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Smallwood Management Co LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cintel, Inc. 401(k) Profit Sharing Plan in AL ($4M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (355 participants); asset peers above are excluded.
- Koroseal Interior Products Retirement Savings Plan and Trust (OH) 355 · 0 off
- Rms Computer Corp 401(k) Plan (NY) 355 · 0 off
- Amc 401(k) Profit Sharing Plan (AR) 355 · 0 off
- E.T. Mackenzie Company Employee Profit Sharing 401(k) Plan (MI) 355 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.