401(k) · DOL Form 5500 · 2022

E.W. Smith Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
56
Participants Small participant base
68th
Percentile by assets National rank
$205,104
Avg per participant Above avg balance/head
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Official DOL plan name: E.W. Smith Agency Retirement Savings Plan · Sponsored by E.W. Smith Agency, Inc. · Michigan · Finance & Insurance

$11M in assets, 56 participants

E.W. Smith Agency, Inc.'s E.W. Smith Agency Retirement Savings Plan reported $11M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,753 in Finance & Insurance (9,261 peers)

E.W. Smith Agency, Inc. multi-year trail

E.W. Smith Agency, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows E.W. Smith Agency Retirement Savings Plan at $11M / 56 participants.

#4,753
in Finance & Insurance (9,261 peers)
-17.2%
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.

E.W. Smith Agency Retirement Savings Plan's outsized position by total assets

E.W. Smith Agency Retirement Savings Plan vs every filed plan by assets

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

$11,485,835 Top 32% higher than 68% 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

E.W. Smith Agency Retirement Savings 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. E.W. Smith Agency Retirement Savings Plan is a small filing (56 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 381319616 · E.W. Smith Agency, Inc. PY 2022 · 401(k)

E.W. Smith Agency Retirement Savings Plan · $11M · 56 · 68th

  • PCT $11M
  • EIN 56
  • RANK 68th
  • PHOTO 401(k)
  • IND near Children's Home Society of Washington 401(k) Plan
  • EOY ind #4753

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 Michigan →

E.W. Smith Agency Retirement Savings Plan in the asset neighbourhood

E.W. Smith Agency Retirement Savings PlanE.W. Smith Agency Retirement…$11MChildren's Home Society of Washington 401(k) PlanChildren's Home Society of W…$11MXcaliber International Retirement Savings PlanXcaliber International Retir…$11MHoward/Stein-Hudson Associates, Inc. 401(k) Profit Sharing PlanHoward/Stein-Hudson Associat…$11MJaco Employees 401(k) Plan$11M
End-of-year total assets ($M) among E.W. Smith Agency Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

E.W. Smith Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All E.W. Smith Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.18298713154072% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.6M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 56 $11M
2023 1 59 $14M
2024 1 59 $17M

E.W. Smith Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN381319616
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants E.W. Smith Agency Retirement Savings Plan, Total assets ($B): 0.011485835 · Participants: 56E.W. Smith Agency Retirement Savings PlanGeneral 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
E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare E.W. Smith Agency Retirement Savings Plan side-by-side with 3 peers →

E.W. Smith Agency Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Children's Home Society of Washington 401(k) Plan in WA ($11M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 E.W. Smith Agency Retirement Savings Plan assets move in 2022? ▼
E.W. Smith Agency Retirement Savings Plan declined sharply - down 17.2% during 2022, from $14M to $11M. Reported net income was -$2M.
How have E.W. Smith Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.W. Smith Agency, Inc.'s sponsor-wide assets grew 44.2%, from $11M to $17M.
Which 401(k) plans are similar in size to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Home Society of Washington 401(k) Plan in WA ($11M, 302 participants).
Which 401(k) plans cover a similar participant headcount to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 381319616.

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.