401(k) · DOL Form 5500 · 2024
Sma America Holdings, LLC. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 245
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $110,958
- Avg per participant Below avg balance/head
Official DOL plan name: Sma America 401(k) Plan · Sponsored by Sma America Holdings, LLC. · California · Management of Enterprises
$27M in assets, 245 participants
Sma America Holdings, LLC.'s Sma America 401(k) Plan reported $27M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #649 in Management of Enterprises (1,133 peers)
Coverage in California
Sma America 401(k) Plan covers 245 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $27M.
- #649
- in Management of Enterprises (1,133 peers)
- +21.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sma America 401(k) Plan's outsized position by total assets
Sma America 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,184,753 Top 24% higher than 76% 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
Sma America 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. Sma America 401(k) Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sma America 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Sma America 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Sma America 401(k) Plan reported participants rose from 227 in the plan year 2023 filing to 245 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 680462706 · Sma America Holdings, LLC. PY 2024 · 401(k)
Sma America 401(k) Plan · $27M · 245 · 76th
- PART $27M
- PART 245
- PART 76th
- PART 401(k)
- PART near Nexfirm LLC & Member Firms' 401(k) Retirement Plan
- PART ind #649
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 Management of Enterprises retirement plans → · Plans in California →
Sma America 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $5M |
| Employer EIN | 680462706 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sma America Holdings, LLC.)
Sponsor-wide plan assets over time
All Sma America Holdings, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 46.41971591570112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $19M |
| 2023 | 1 | 227 | $22M |
| 2024 | 1 | 245 | $27M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Sma America 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nexfirm LLC & Member Firms' 401(k) Retirement Plan in NY ($27M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- Mcclancy Foods and Flavors LLC Capital Accumulation Plan (SC) 245 · 0 off
- Kel-Tec Cnc Industries, Inc. 401(k) Plan (FL) 245 · 0 off
- Littlefield Oil Companies 401(k) Profit Sharing Plan (AR) 245 · 0 off
- The Navigator 401(k) Plan (IA) 245 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.