401(k) · DOL Form 5500 · 2022

Smith,Haughey,Rice and Roegge, P.C. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
116
Participants Small participant base
85th
Percentile by assets National rank
$303,995
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · Sponsored by Smith,Haughey,Rice and Roegge, P.C. · Michigan · Professional & Technical Services

$35M in assets, 116 participants

Smith,Haughey,Rice and Roegge, P.C.'s Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported $35M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,431 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. covers 116 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $35M.

#18,431
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s outsized position by total assets

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs every filed plan by assets

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

$35,263,432 Top 15% higher than 85% 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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

Filing strip 382234596 · Smith,Haughey,Rice and Roegge, P.C. PY 2022 · 401(k)

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · $35M · 116 · 85th

  • ASSETS $35M
  • ASSETS 116
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Total Team Solutions 401(k) Retirement Plan
  • ASSETS ind #18431

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in the asset neighbourhood

Apex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$35MProfit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$35MTotal Team Solutions 401(k) Retirement PlanTotal Team Solutions 401(k) …$35MSuper Radiator Coils 401(k) PlanSuper Radiator Coils 401(k) …$35MRm Acquisition, LLC D/B/a Rand Mcnally 401(k) Retirement Savings PlanRm Acquisition, LLC D/B/a Ra…$35M
End-of-year total assets ($M) among Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN382234596
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith,Haughey,Rice and Roegge, P.C.)

Sponsor-wide plan assets over time

All Smith,Haughey,Rice and Roegge, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.794277539406828% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.3M $40.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 116 $35M
2023 1 115 $40M
2024 1 108 $40M

Nearby 401(k) Plans in Michigan

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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C., Total assets ($B): 0.035263432 · Participants: 116Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.General Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. side-by-side with 3 peers →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Total Team Solutions 401(k) Retirement Plan in CT ($35M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. assets move in 2022? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. declined sharply - down 16.9% during 2022, from $42M to $35M. Reported net income was -$7M.
How have Smith,Haughey,Rice and Roegge, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith,Haughey,Rice and Roegge, P.C.'s sponsor-wide assets grew 14.8%, from $35M to $40M.
Where does Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. rank by assets among Form 5500 filers? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Total Team Solutions 401(k) Retirement Plan in CT ($35M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 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 382234596.

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.