401(k) · DOL Form 5500 · 2022

H Smith Richardson Testamentary Trust 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$433,854
Avg per participant High balance/head
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Official DOL plan name: H Smith Richardson Testamentary Trust 401(k) Plan · Sponsored by H Smith Richardson Testamentary Trust · North Carolina · Finance & Insurance

$2M in assets, 4 participants

H Smith Richardson Testamentary Trust's H Smith Richardson Testamentary Trust 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,974 in Finance & Insurance (9,261 peers)

H Smith Richardson Testamentary Trust multi-year trail

H Smith Richardson Testamentary Trust's plans moved +29.8% in assets from 2022 to 2024; this filing shows H Smith Richardson Testamentary Trust 401(k) Plan at $2M / 4 participants.

#1,974
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY

The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H Smith Richardson Testamentary Trust 401(k) Plan among the smaller filed plans by assets

H Smith Richardson Testamentary Trust 401(k) Plan vs every filed plan by assets

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

$1,735,417 32nd percentile higher than 32% 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

H Smith Richardson Testamentary Trust 401(k) 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. H Smith Richardson Testamentary Trust 401(k) Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 561105068 · H Smith Richardson Testamentary Trust PY 2022 · 401(k)

H Smith Richardson Testamentary Trust 401(k) Plan · $2M · 4 · 32nd

  • ASSETS $2M
  • ASSETS 4
  • ASSETS 32nd
  • ASSETS 401(k)
  • ASSETS near Fred T. Polacek 401(k) Plan
  • ASSETS ind #1974

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 North Carolina →

H Smith Richardson Testamentary Trust 401(k) Plan in the asset neighbourhood

H Smith Richardson Testamentary Trust 401(k) PlanH Smith Richardson Testament…$2MFred T. Polacek 401(k) Plan$2MEcofibre USA 401(k) Plan$2MThomson & Thomson, Inc. Safe Harbor 401(k) PlanThomson & Thomson, Inc. Safe…$2MEd Koehn Ford Employee Savings PlanEd Koehn Ford Employee Savin…$2M
End-of-year total assets ($M) among H Smith Richardson Testamentary Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

H Smith Richardson Testamentary Trust multi-year asset trail

Sponsor-wide plan assets over time

All H Smith Richardson Testamentary Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.82464733260075% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.74M $2.25M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

H Smith Richardson Testamentary Trust filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$289K
Employer EIN561105068
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

H Smith Richardson Testamentary Trust 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants H Smith Richardson Testamentary Trust 401(k) Plan, Total assets ($B): 0.001735417 · Participants: 4H Smith Richardson Testamentary Trust 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
H Smith Richardson Testamentary Trust 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare H Smith Richardson Testamentary Trust 401(k) Plan side-by-side with 3 peers →

H Smith Richardson Testamentary Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fred T. Polacek 401(k) Plan in RI ($2M); 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 ($2M 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.

Frequently Asked Questions

How did H Smith Richardson Testamentary Trust 401(k) Plan assets move in 2022? ▼
H Smith Richardson Testamentary Trust 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $2M to $2M. Reported net income was -$289K.
How have H Smith Richardson Testamentary Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H Smith Richardson Testamentary Trust's sponsor-wide assets grew 29.8%, from $2M to $2M.
Which 401(k) plans are similar in size to H Smith Richardson Testamentary Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fred T. Polacek 401(k) Plan in RI ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to H Smith Richardson Testamentary Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A 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 561105068.

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.