401(k) · DOL Form 5500 · 2022

Bert Smith Oldsmobile, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
117
Participants Small participant base
54th
Percentile by assets National rank
$51,796
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Bert Smith Oldsmobile, Inc. Salary Savings Plan · Sponsored by Bert Smith Oldsmobile, Inc. · Florida · Retail Trade

$6M in assets, 117 participants

Bert Smith Oldsmobile, Inc.'s Bert Smith Oldsmobile, Inc. Salary Savings Plan reported $6M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,122 in Retail Trade (9,519 peers)

Coverage in Florida

Bert Smith Oldsmobile, Inc. Salary Savings Plan covers 117 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#6,122
in Retail Trade (9,519 peers)
-10.3%
assets change YoY

The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bert Smith Oldsmobile, Inc. Salary Savings Plan's mid-pack asset rank among Retail Trade and all filers

Bert Smith Oldsmobile, Inc. Salary Savings Plan vs every filed plan by assets

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

$6,060,142 Top 46% higher than 54% 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

Bert Smith Oldsmobile, Inc. Salary Savings Plan 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. Bert Smith Oldsmobile, Inc. Salary Savings Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 590702194 · Bert Smith Oldsmobile, Inc. PY 2022 · 401(k)

Bert Smith Oldsmobile, Inc. Salary Savings Plan · $6M · 117 · 54th

  • EBSA $6M
  • EBSA 117
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near Swisstex California, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6122

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 Retail Trade retirement plans → · Plans in Florida →

Bert Smith Oldsmobile, Inc. Salary Savings Plan in the asset neighbourhood

Bert Smith Oldsmobile, Inc. Salary Savings PlanBert Smith Oldsmobile, Inc. …$6MSwisstex California, Inc. 401(k) Profit Sharing PlanSwisstex California, Inc. 40…$6MLakos 401(k) Plan$6MSpeedy Novus Glass Group Retirement Savings & Investment PlanSpeedy Novus Glass Group Ret…$6MS&s Services Group, LLC 401(k) PlanS&s Services Group, LLC 401(…$6M
End-of-year total assets ($M) among Bert Smith Oldsmobile, Inc. Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$698K
Employer EIN590702194
Plan Effective Date1991-06-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bert Smith Oldsmobile, Inc. Salary Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bert Smith Oldsmobile, Inc. Salary Savings Plan, Total assets ($B): 0.006060142 · Participants: 117Bert Smith Oldsmobile, Inc. Salary Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bert Smith Oldsmobile, Inc. Salary Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Bert Smith Oldsmobile, Inc. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Swisstex California, Inc. 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Bert Smith Oldsmobile, Inc. Salary Savings Plan assets move in 2022?
Bert Smith Oldsmobile, Inc. Salary Savings Plan pulled back noticeably - down 10.3% during 2022, from $7M to $6M. Reported net income was -$698K.
Which 401(k) plans are similar in size to Bert Smith Oldsmobile, Inc. Salary Savings Plan?
Among 401(k) plans in other states, the closest by assets is Swisstex California, Inc. 401(k) Profit Sharing Plan in CA ($6M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Bert Smith Oldsmobile, Inc. Salary Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A in assets).