401(k) · DOL Form 5500 · 2024

Senior Management Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
477
Participants Below avg headcount
48th
Percentile by assets National rank
$14,128
Avg per participant Low balance/head
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Official DOL plan name: Sma Multiple-Employer Retirement Plan · Sponsored by Senior Management Advisors, Inc. · Florida · Real Estate

$7M in assets, 477 participants

Senior Management Advisors, Inc.'s Sma Multiple-Employer Retirement Plan reported $7M in total assets and 477 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,083 in Real Estate (4,605 peers)

Senior Management Advisors, Inc. multi-year trail

Senior Management Advisors, Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Sma Multiple-Employer Retirement Plan at $7M / 477 participants.

#3,083
in Real Estate (4,605 peers)
+16.8%
assets growth YoY

Sma Multiple-Employer Retirement Plan's mid-pack asset rank among Real Estate and all filers

Sma Multiple-Employer Retirement Plan vs every filed plan by assets

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

$6,738,888 48th percentile higher than 48% 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

Sma Multiple-Employer Retirement 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. Sma Multiple-Employer Retirement Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sma Multiple-Employer Retirement Plan reported participants rose from 381 in the plan year 2023 filing to 477 in the plan year 2024 filing.
  • Sma Multiple-Employer Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sma Multiple-Employer Retirement Plan reported net income rose from $891K in the plan year 2023 filing to $939K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593760379 · Senior Management Advisors, Inc. PY 2024 · 401(k)

Sma Multiple-Employer Retirement Plan · $7M · 477 · 48th

  • NET $7M
  • NET 477
  • NET 48th
  • NET 401(k)
  • NET near Opoc.US 401(k) Profit Sharing Plan
  • NET ind #3083

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 Florida →

Sma Multiple-Employer Retirement Plan in the asset neighbourhood

Sma Multiple-Employer Retirement PlanSma Multiple-Employer Retire…$7MOpoc.US 401(k) Profit Sharing PlanOpoc.US 401(k) Profit Sharin…$7MImperial Gas Resources LLC 401(k) Profit Sharing PlanImperial Gas Resources LLC 4…$7MAugmedix, Inc. 401 (K) Plan$7MWildworks 401(k) Plan$7M
End-of-year total assets ($M) among Sma Multiple-Employer Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Senior Management Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Senior Management Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.58285722746598% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.86M $6.74M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 813 $5M
2023 1 381 $6M
2024 1 477 $7M

Senior Management Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$939K
Employer EIN593760379
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sma Multiple-Employer Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sma Multiple-Employer Retirement Plan, Total assets ($B): 0.006738888 · Participants: 477Sma Multiple-Employer Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sma Multiple-Employer Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sma Multiple-Employer Retirement Plan side-by-side with 3 peers →

Sma Multiple-Employer Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Opoc.US 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Raleigh Durham Medical Group, PA 401(k) Retirement Plan in NC (477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (477 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 Sma Multiple-Employer Retirement Plan assets move in 2024? ▼
Sma Multiple-Employer Retirement Plan grew sharply - up 16.8% during 2024, from $6M to $7M. Reported net income was $939K.
How have Senior Management Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Management Advisors, Inc.'s sponsor-wide assets grew 38.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Sma Multiple-Employer Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opoc.US 401(k) Profit Sharing Plan in OH ($7M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Sma Multiple-Employer Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raleigh Durham Medical Group, PA 401(k) Retirement Plan in NC (477 participants, $40M 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 593760379.

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.