401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$35M
Total assets: 116
Participants: 85th
Percentile by assets: $303,995
Avg per participant

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.

85th percentile by assets (of 139,126 plans)
#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.

$35M
total plan assets (2022 EOY): 116
covered participants: 85th
percentile by assets (of 139,126 plans): $303,995
avg assets per participant

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.

Where Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Michigan

Industry

Professional & Technical Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reports 116 participants - about 18% of that state average ($35M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$35M
Net Income	-$7M
Employer EIN	382234596
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Smith,Haughey,Rice and Roegge, P.C. plans on file

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

General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811

Compare Profit Sharing and Retirement Plan of Sm… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. by total assets, not by location.

Total Team Solutions 401(k) Retirement Plan (CT) $35M · 307
Super Radiator Coils 401(k) Plan (MN) $35M · 332
Rm Acquisition, LLC D/B/a Rand Mcnally 401(k) Retirement Savings Plan (IL) $35M · 179
Apex Analytix 401(k) Profit Sharing Plan (NC) $35M · 294

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).

Next read for Profit Sharing and Retirement Plan of Sm…

Filing takeaways

Ways to act on Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s numbers.

By total assets, Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
Smith,Haughey,Rice and Roegge, P.C.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.