Profit Sharing · DOL Form 5500 · 2022

Edwin H. Smith & Sons Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
40th
Percentile by assets National rank
$129,946
Avg per participant Near avg balance/head
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Official DOL plan name: Edwin H. Smith & Sons, Profit Sharing Plan and Trust · Sponsored by Edwin H. Smith & Sons · California · Agriculture, Forestry & Fishing

$3M in assets, 23 participants

Edwin H. Smith & Sons's Edwin H. Smith & Sons, Profit Sharing Plan and Trust reported $3M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #663 in Agriculture, Forestry & Fishing (1,523 peers)

Edwin H. Smith & Sons multi-year trail

Edwin H. Smith & Sons's plans moved -99.0% in assets from 2022 to 2023; this filing shows Edwin H. Smith & Sons, Profit Sharing Plan and Trust at $3M / 23 participants.

#663
in Agriculture, Forestry & Fishing (1,523 peers)
-21.5%
assets change YoY

The plan reported a net loss of $786K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edwin H. Smith & Sons, Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,988,748 40th percentile higher than 40% 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

Edwin H. Smith & Sons, Profit Sharing 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. Edwin H. Smith & Sons, Profit Sharing Plan and Trust is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942207797 · Edwin H. Smith & Sons PY 2022 · Profit Sharing

Edwin H. Smith & Sons, Profit Sharing Plan and Trust · $3M · 23 · 40th

  • EIN $3M
  • EIN 23
  • EIN 40th
  • EIN Profit Sharing
  • EIN near Chartered Holdings Inc Profit Sharing Plan
  • EIN ind #663

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Edwin H. Smith & Sons, Profit Sharing Plan and Trust in the asset neighbourhood

Edwin H. Smith & Sons, Profit Sharing Plan and TrustEdwin H. Smith & Sons, Profi…$3MChartered Holdings Inc Profit Sharing PlanChartered Holdings Inc Profi…$3MBurnham Financial Services, LLC Profit Sharing PlanBurnham Financial Services, …$3MS. Keith Barker, P.C. Profit Sharing TrustS. Keith Barker, P.C. Profit…$3MAllegiant Pathologists, LLC Profit Sharing PlanAllegiant Pathologists, LLC …$3M
End-of-year total assets ($M) among Edwin H. Smith & Sons, Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Edwin H. Smith & Sons multi-year asset trail

Sponsor-wide plan assets over time

All Edwin H. Smith & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$29K 99.03350834530043% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $2.99M $0.03M ▼ -99.0%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 2 23 $29K

Edwin H. Smith & Sons filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$786K
Employer EIN942207797
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Edwin H. Smith & Sons, Profit Sharing Plan and Trust, Total assets ($B): 0.002988748 · Participants: 23Edwin H. Smith & Sons, Profit Sharing Plan and TrustIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Edwin H. Smith & Sons, Profit Sharing Plan and Trust side-by-side with 3 peers →

Edwin H. Smith & Sons, Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Chartered Holdings Inc Profit Sharing Plan in CO ($3M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Edwin H. Smith & Sons, Profit Sharing Plan and Trust assets move in 2022? ▼
Edwin H. Smith & Sons, Profit Sharing Plan and Trust declined sharply - down 21.5% during 2022, from $4M to $3M. Reported net income was -$786K.
How have Edwin H. Smith & Sons plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Edwin H. Smith & Sons's sponsor-wide assets declined 99.0%, from $3M to $29K.
Which Profit Sharing plans are similar in size to Edwin H. Smith & Sons, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Chartered Holdings Inc Profit Sharing Plan in CO ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Edwin H. Smith & Sons, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $11M 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 942207797.

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.