401(k) · DOL Form 5500 · 2022

Six Smith Family, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
60
Participants Small participant base
59th
Percentile by assets National rank
$124,898
Avg per participant Near avg balance/head
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Official DOL plan name: Six Smith Family, Inc. 401(k) Profit Sharing Plan · Sponsored by Six Smith Family, Inc. · California · Finance & Insurance

$7M in assets, 60 participants

Six Smith Family, Inc.'s Six Smith Family, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,915 in Finance & Insurance (9,261 peers)

2022 asset change

Six Smith Family, Inc. 401(k) Profit Sharing Plan declined sharply 18.3% in 2022 ($9M → $7M) for 60 participants.

#3,915
in Finance & Insurance (9,261 peers)
-18.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Six Smith Family, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Six Smith Family, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,493,855 Top 41% higher than 59% 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

Six Smith Family, Inc. 401(k) Profit Sharing 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. Six Smith Family, Inc. 401(k) Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 770561883 · Six Smith Family, Inc. PY 2022 · 401(k)

Six Smith Family, Inc. 401(k) Profit Sharing Plan · $7M · 60 · 59th

  • TYPE $7M
  • NET 60
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Sanchez Daniels & Hoffman LLP 401(k) Plan
  • SCH ind #3915

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 California →

Six Smith Family, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Six Smith Family, Inc. 401(k) Profit Sharing PlanSix Smith Family, Inc. 401(k…$7MSanchez Daniels & Hoffman LLP 401(k) PlanSanchez Daniels & Hoffman LL…$7MLiberty Kenworth 401(k) Profit Sharing PlanLiberty Kenworth 401(k) Prof…$7MXpert Design & Construction Ll 401(k) Profit Sharing Plan and TXpert Design & Construction …$7MSafeware, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Six Smith Family, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Six Smith Family, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Six Smith Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $7.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 60 $7M
2023 1 81 $8M
2024 1 77 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN770561883
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Six Smith Family, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Six Smith Family, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007493855 · Participants: 60Six Smith Family, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Six Smith Family, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Six Smith Family, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Six Smith Family, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sanchez Daniels & Hoffman LLP 401(k) Plan in IL ($7M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Six Smith Family, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Six Smith Family, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.3% during 2022, from $9M to $7M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Six Smith Family, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sanchez Daniels & Hoffman LLP 401(k) Plan in IL ($7M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Six Smith Family, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M 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 770561883.

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.