401(k) · DOL Form 5500 · 2022
Smith Ins Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $625K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $156,239
- Avg per participant Above avg balance/head
Official DOL plan name: Smith Ins Group Retirement Plan · Sponsored by Smith Ins Group, Inc. · Colorado · Finance & Insurance
$625K in assets, 4 participants
Smith Ins Group, Inc.'s Smith Ins Group Retirement Plan reported $625K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,199 in Finance & Insurance (9,261 peers)
Smith Ins Group, Inc. multi-year trail
Smith Ins Group, Inc.'s plans moved -71.3% in assets from 2022 to 2024; this filing shows Smith Ins Group Retirement Plan at $625K / 4 participants.
- #1,199
- in Finance & Insurance (9,261 peers)
- +6.2%
- assets growth YoY
Smith Ins Group Retirement Plan among the smaller filed plans by assets
Smith Ins Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$624,957 20th percentile higher than 20% 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
Smith Ins Group Retirement 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 Ins Group Retirement Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 473325116 · Smith Ins Group, Inc. PY 2022 · 401(k)
Smith Ins Group Retirement Plan · $625K · 4 · 20th
- BOOK $625K
- BOOK 4
- BOOK 20th
- BOOK 401(k)
- BOOK near Kress Brothers Builders, Inc. Profit-Sharing Retirement Plan
- BOOK ind #1199
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 Colorado →
Smith Ins Group Retirement Plan in the asset neighbourhood
Smith Ins Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smith Ins Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $179K 71.30394571146495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $625K |
| 2023 | 1 | 4 | $145K |
| 2024 | 1 | 3 | $179K |
Smith Ins Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $588K |
|---|---|
| Net Assets (End of Year) | $625K |
| Net Income | $37K |
| Employer EIN | 473325116 |
| Plan Effective Date | 2015-03-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Smith Ins Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Kress Brothers Builders, Inc. Profit-Sharing Retirement Plan in PA ($625K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($625K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.