401(k) · DOL Form 5500 · 2024

Smartlam NA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
131
Participants Small participant base
33rd
Percentile by assets National rank
$20,874
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Smartlam NA 401(k) & Profit Sharing Plan · Sponsored by Smartlam NA · Montana · Manufacturing

$3M in assets, 131 participants

Smartlam NA's Smartlam NA 401(k) & Profit Sharing Plan reported $3M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,959 in Manufacturing (17,777 peers)

Coverage in Montana

Smartlam NA 401(k) & Profit Sharing Plan covers 131 participants in Montana, about 48% of the average Montana filer (state average ~271 per filing). Assets: $3M.

#2,959
in Manufacturing (17,777 peers)
+43.6%
assets growth YoY

Smartlam NA 401(k) & Profit Sharing Plan among the smaller filed plans by assets

Smartlam NA 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$2,734,464 33rd percentile higher than 33% 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

Smartlam NA 401(k) & Profit Sharing 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. Smartlam NA 401(k) & Profit Sharing Plan sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 843161868 · Smartlam NA PY 2024 · 401(k)

Smartlam NA 401(k) & Profit Sharing Plan · $3M · 131 · 33rd

  • BOY $3M
  • BOY 131
  • BOY 33rd
  • BOY 401(k)
  • BOY near East Side Plating, Inc. Retirement Savings Plan
  • BOY ind #2959

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 Manufacturing retirement plans → · Plans in Montana →

Smartlam NA 401(k) & Profit Sharing Plan in the asset neighbourhood

Smartlam NA 401(k) & Profit Sharing PlanSmartlam NA 401(k) & Profit …$3MEast Side Plating, Inc. Retirement Savings PlanEast Side Plating, Inc. Reti…$3MSamson Companies, LLC 401(k) PlanSamson Companies, LLC 401(k)…$3MEviction Defense Collaborative 401(k) PlanEviction Defense Collaborati…$3MArcadia Beverage 401(k) Plan$3M
End-of-year total assets ($M) among Smartlam NA 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$830K
Employer EIN843161868
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Smartlam NA 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Smartlam NA 401(k) & Profit Sharing Plan, Total assets ($M): 2.734464 · Participants: 131Smartlam NA 401(k) & Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Smartlam NA 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants

Smartlam NA 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is East Side Plating, Inc. Retirement Savings Plan in OR ($3M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Smartlam NA 401(k) & Profit Sharing Plan assets move in 2024?
Smartlam NA 401(k) & Profit Sharing Plan surged - up 43.6% during 2024, from $2M to $3M. Reported net income was $830K.
Which 401(k) plans are similar in size to Smartlam NA 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is East Side Plating, Inc. Retirement Savings Plan in OR ($3M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Smartlam NA 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M in assets).