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
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
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
Montana filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $830K |
| Employer EIN | 843161868 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
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.
- T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
- Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
- Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
- Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.