401(k) · DOL Form 5500 · 2022

Smith & Hawes, Ltd. 401(k) Plan

Data updated 2026-08-25

$669K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$222,946
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith & Hawes, Ltd. 401(k) Plan · Sponsored by Smith & Hawes, Ltd. · Massachusetts · Finance & Insurance

$669K in assets, 3 participants

Smith & Hawes, Ltd.'s Smith & Hawes, Ltd. 401(k) Plan reported $669K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,242 in Finance & Insurance (9,261 peers)

Smith & Hawes, Ltd. multi-year trail

Smith & Hawes, Ltd.'s plans moved -82.6% in assets from 2022 to 2023; this filing shows Smith & Hawes, Ltd. 401(k) Plan at $669K / 3 participants.

#1,242
in Finance & Insurance (9,261 peers)
+7.3%
assets growth YoY

Smith & Hawes, Ltd. 401(k) Plan among the smaller filed plans by assets

Smith & Hawes, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$668,839 21st percentile higher than 21% of 139,123 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 2022

Smith & Hawes, Ltd. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Hawes, Ltd. 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 452504319 · Smith & Hawes, Ltd. PY 2022 · 401(k)

Smith & Hawes, Ltd. 401(k) Plan · $669K · 3 · 21st

  • SCH $669K
  • SCH 3
  • SCH 21st
  • SCH 401(k)
  • SCH near Ethica, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1242

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Smith & Hawes, Ltd. 401(k) Plan in the asset neighbourhood

Smith & Hawes, Ltd. 401(k) PlanSmith & Hawes, Ltd. 401(k) P…$669KEthica, Inc. 401(k) Profit Sharing PlanEthica, Inc. 401(k) Profit S…$669KBrand Riffs Inc 401(k) Profit Sharing Plan & TrustBrand Riffs Inc 401(k) Profi…$669KDrs. Cloud & Cloud 401(k) Profit Sh. Plan & TrustDrs. Cloud & Cloud 401(k) Pr…$669KTrihawk Group, Inc. 401(k) Profit Sharing PlanTrihawk Group, Inc. 401(k) P…$669K
End-of-year total assets ($M) among Smith & Hawes, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith & Hawes, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Smith & Hawes, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$216K 82.62870512935172% vs 2022
2023 filing year
$0M$0.5M$1M$1.5M 20222023 $1.24M $0.22M ▼ -82.3%
Year Plans Participants Total Assets
2022 3 9 $1M
2023 2 2 $216K

Smith & Hawes, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$669K
Net Income$46K
Employer EIN452504319
Plan Effective Date2011-06-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Smith & Hawes, Ltd. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Smith & Hawes, Ltd. 401(k) Plan, Total assets ($B): 0.000668839 · Participants: 3Smith & Hawes, Ltd. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Smith & Hawes, Ltd. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Smith & Hawes, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ethica, Inc. 401(k) Profit Sharing Plan in IL ($669K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith & Hawes, Ltd. 401(k) Plan assets move in 2022?
Smith & Hawes, Ltd. 401(k) Plan grew at a solid clip - up 7.3% during 2022, from $623K to $669K. Reported net income was $46K.
How have Smith & Hawes, Ltd. plan assets changed over time?
Across 2 plan years on file (2022-2023), Smith & Hawes, Ltd.'s sponsor-wide assets declined 82.6%, from $1M to $216K.
Where does Smith & Hawes, Ltd. 401(k) Plan rank by assets among Form 5500 filers?
Smith & Hawes, Ltd. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Smith & Hawes, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ethica, Inc. 401(k) Profit Sharing Plan in IL ($669K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Smith & Hawes, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).