401(k) · DOL Form 5500 · 2024

Smt, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
381
Participants Below avg headcount
60th
Percentile by assets National rank
$31,584
Avg per participant Low balance/head
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Official DOL plan name: The Rise Companies 401(k) Plan · Sponsored by Smt, Inc. · North Carolina · Manufacturing

$12M in assets, 381 participants

Smt, Inc.'s The Rise Companies 401(k) Plan reported $12M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,270 in Manufacturing (17,777 peers)

Coverage in North Carolina

The Rise Companies 401(k) Plan covers 381 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#8,270
in Manufacturing (17,777 peers)
+229.8%
assets growth YoY

The Rise Companies 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Rise Companies 401(k) Plan vs every filed plan by assets

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

$12,033,508 Top 40% higher than 60% 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

The Rise Companies 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. The Rise Companies 401(k) Plan sits mid-pack in the medium band (381 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • The Rise Companies 401(k) Plan reported net income rose from -$605K in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • The Rise Companies 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $12M in the plan year 2024 filing.
  • The Rise Companies 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 381 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341787123 · Smt, Inc. PY 2024 · 401(k)

The Rise Companies 401(k) Plan · $12M · 381 · 60th

  • NET $12M
  • NET 381
  • NET 60th
  • NET 401(k)
  • NET near Ham, Langston & Brezina, LLP 401(k) Profit Sharing Plan and Trust
  • NET ind #8270

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 North Carolina →

The Rise Companies 401(k) Plan in the asset neighbourhood

The Rise Companies 401(k) PlanThe Rise Companies 401(k) Pl…$12MHam, Langston & Brezina, LLP 401(k) Profit Sharing Plan and TrustHam, Langston & Brezina, LLP…$12MSouthern States Packaging 401(k) PlanSouthern States Packaging 40…$12MChampion Chevrolet, Inc. 401(k) Plan and TrustChampion Chevrolet, Inc. 401…$12MBay Corrugated Container Employees' Retirement Plan and TrustBay Corrugated Container Emp…$12M
End-of-year total assets ($M) among The Rise Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN341787123
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smt, Inc.)

Sponsor-wide plan assets over time

All Smt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 326.78188901089237% vs 2022
2024 filing year
$0M$5M$10M$15M 20222024 $2.82M $12M ▲ +326.6%
Year Plans Participants Total Assets
2022 1 129 $3M
2024 1 381 $12M

Nearby 401(k) Plans in North Carolina

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

The Rise Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Rise Companies 401(k) Plan, Total assets ($B): 0.012033508 · Participants: 381The Rise Companies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Rise Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Rise Companies 401(k) Plan side-by-side with 3 peers →

The Rise Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ham, Langston & Brezina, LLP 401(k) Profit Sharing Plan and Trust in TX ($12M); by covered participants it is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 The Rise Companies 401(k) Plan assets move in 2024? ▼
The Rise Companies 401(k) Plan surged - up 229.8% during 2024, from $4M to $12M. Reported net income was $3M.
How have Smt, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Smt, Inc.'s sponsor-wide assets grew 326.8%, from $3M to $12M.
Which 401(k) plans are similar in size to The Rise Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ham, Langston & Brezina, LLP 401(k) Profit Sharing Plan and Trust in TX ($12M, 97 participants).
Which 401(k) plans cover a similar participant headcount to The Rise Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants, N/A 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 341787123.

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.