401(k) · DOL Form 5500 · 2022
Smith & Burgess, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $106,888
- Avg per participant Below avg balance/head
Official DOL plan name: Smith & Burgess 401(k) Plan · Sponsored by Smith & Burgess, LLC · Texas · Professional & Technical Services
$9M in assets, 84 participants
Smith & Burgess, LLC's Smith & Burgess 401(k) Plan reported $9M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,187 in Professional & Technical Services (21,562 peers)
Smith & Burgess, LLC multi-year trail
Smith & Burgess, LLC's plans moved +36.8% in assets from 2022 to 2024; this filing shows Smith & Burgess 401(k) Plan at $9M / 84 participants.
- #13,187
- in Professional & Technical Services (21,562 peers)
- -20.4%
- 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.
Smith & Burgess 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Smith & Burgess 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,978,627 Top 37% higher than 63% 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
Smith & Burgess 401(k) 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. Smith & Burgess 401(k) Plan is a small filing (84 participants) on this national headcount ladder.
DOL schedule card
Filing strip 208739445 · Smith & Burgess, LLC PY 2022 · 401(k)
Smith & Burgess 401(k) Plan · $9M · 84 · 63rd
- PART $9M
- PART 84
- PART 63rd
- PART 401(k)
- PART near Remke Markets, Inc. Employees Profit Sharing and Savings Plan
- PART ind #13187
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 Texas →
Smith & Burgess 401(k) Plan in the asset neighbourhood
Smith & Burgess, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Smith & Burgess, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 36.75368182685393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $9M |
| 2023 | 1 | 84 | $11M |
| 2024 | 1 | 83 | $12M |
Smith & Burgess, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 208739445 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Smith & Burgess 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Remke Markets, Inc. Employees Profit Sharing and Savings Plan in OH ($9M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.