401(k) · DOL Form 5500 · 2022

Smith & Bailey Dental, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
25th
Percentile by assets National rank
$67,579
Avg per participant Below avg balance/head
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Official DOL plan name: Smith & Bailey Dental, LLC 401(k) Plan · Sponsored by Smith & Bailey Dental, LLC · Alabama · Healthcare & Social Assistance

$1M in assets, 15 participants

Smith & Bailey Dental, LLC's Smith & Bailey Dental, LLC 401(k) Plan reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,482 in Healthcare & Social Assistance (20,060 peers)

Smith & Bailey Dental, LLC multi-year trail

Smith & Bailey Dental, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows Smith & Bailey Dental, LLC 401(k) Plan at $1M / 15 participants.

#4,482
in Healthcare & Social Assistance (20,060 peers)
-3.5%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith & Bailey Dental, LLC 401(k) Plan among the smaller filed plans by assets

Smith & Bailey Dental, LLC 401(k) Plan vs every filed plan by assets

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

$1,013,686 25th percentile higher than 25% 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 & Bailey Dental, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Bailey Dental, LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

DOL schedule card

Filing strip 461761803 · Smith & Bailey Dental, LLC PY 2022 · 401(k)

Smith & Bailey Dental, LLC 401(k) Plan · $1M · 15 · 25th

  • EBSA $1M
  • EBSA 15
  • EBSA 25th
  • EBSA 401(k)
  • EBSA near Trafon Group Retirement Plan
  • EBSA ind #4482

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Smith & Bailey Dental, LLC 401(k) Plan in the asset neighbourhood

Smith & Bailey Dental, LLC 401(k) PlanSmith & Bailey Dental, LLC 4…$1MTrafon Group Retirement Plan$1MDehart Recycling Equipment Inc 401(k) Profit Sharing Plan & TrustDehart Recycling Equipment I…$1MNorthern Supply Corp. 401(k) PlanNorthern Supply Corp. 401(k)…$1MConsumer Insights Inc 401(k) Profit Sharing Plan & TrustConsumer Insights Inc 401(k)…$1M
End-of-year total assets ($M) among Smith & Bailey Dental, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith & Bailey Dental, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smith & Bailey Dental, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.429760300526986% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.01M $1.56M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 14 $1M
2024 1 13 $2M

Smith & Bailey Dental, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$36K
Employer EIN461761803
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Smith & Bailey Dental, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Smith & Bailey Dental, LLC 401(k) Plan, Total assets ($B): 0.001013686 · Participants: 15Smith & Bailey Dental, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Smith & Bailey Dental, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Smith & Bailey Dental, LLC 401(k) Plan side-by-side with 3 peers →

Smith & Bailey Dental, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Trafon Group Retirement Plan in PR ($1M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 & Bailey Dental, LLC 401(k) Plan assets move in 2022? ▼
Smith & Bailey Dental, LLC 401(k) Plan edged down modestly - down 3.5% during 2022, from $1M to $1M. Reported net income was -$36K.
How have Smith & Bailey Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Bailey Dental, LLC's sponsor-wide assets grew 53.4%, from $1M to $2M.
Where does Smith & Bailey Dental, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Smith & Bailey Dental, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Smith & Bailey Dental, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trafon Group Retirement Plan in PR ($1M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Smith & Bailey Dental, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461761803.

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.