401(k) · DOL Form 5500 · 2022
Joseph a. Small Dba Small & Associates 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $257,389
- Avg per participant Above avg balance/head
Official DOL plan name: Small & Associates 401(k) Plan and Trust · Sponsored by Joseph a. Small Dba Small & Associates · Arkansas · Finance & Insurance
$4M in assets, 15 participants
Joseph a. Small Dba Small & Associates's Small & Associates 401(k) Plan and Trust reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #2,873 in Finance & Insurance (9,261 peers)
Joseph a. Small Dba Small & Associates multi-year trail
Joseph a. Small Dba Small & Associates's plans moved +70.2% in assets from 2022 to 2024; this filing shows Small & Associates 401(k) Plan and Trust at $4M / 15 participants.
- #2,873
- in Finance & Insurance (9,261 peers)
- -19.3%
- assets change YoY
The plan reported a net loss of $924K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Small & Associates 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Small & Associates 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,860,842 45th percentile higher than 45% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Small & Associates 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Small & Associates 401(k) Plan and Trust is a small filing (15 participants) on this national headcount ladder.
DOL schedule card
Filing strip 710846222 · Joseph a. Small Dba Small & Associates PY 2022 · 401(k)
Small & Associates 401(k) Plan and Trust · $4M · 15 · 45th
- BOOK $4M
- BOOK 15
- BOOK 45th
- BOOK 401(k)
- BOOK near Metro Star Savings Plan
- BOOK ind #2873
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 Arkansas →
Small & Associates 401(k) Plan and Trust in the asset neighbourhood
Joseph a. Small Dba Small & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Joseph a. Small Dba Small & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 70.17521048517395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $4M |
| 2023 | 1 | 16 | $5M |
| 2024 | 1 | 20 | $7M |
Joseph a. Small Dba Small & Associates filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$924K |
| Employer EIN | 710846222 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arkansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Walmart 401(k) Plan $36.7B · 1,687,830
- Tyson Foods, Inc. Retirement Savings Plan $3.2B · 109,234
- Dillard's, Inc. Investment & Employee Stock Ownership Plan $2.4B · 30,577
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan $1.1B · 34,174
- Windstream 401(k) Plan $1.1B · 10,984
Small & Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arkansas, the nearest 401(k) by assets is Metro Star Savings Plan in CA ($4M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.