401(k) · DOL Form 5500 · 2022

Smith, Buss & Jacobs, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
27
Participants Small participant base
64th
Percentile by assets National rank
$354,807
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith, Buss & Jacobs, LLP Retirement Trust · Sponsored by Smith, Buss & Jacobs, LLP · New York · Professional & Technical Services

$10M in assets, 27 participants

Smith, Buss & Jacobs, LLP's Smith, Buss & Jacobs, LLP Retirement Trust reported $10M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,525 in Professional & Technical Services (21,562 peers)

Smith, Buss & Jacobs, LLP multi-year trail

Smith, Buss & Jacobs, LLP's plans moved +36.1% in assets from 2022 to 2024; this filing shows Smith, Buss & Jacobs, LLP Retirement Trust at $10M / 27 participants.

#13,525
in Professional & Technical Services (21,562 peers)
-15.6%
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, Buss & Jacobs, LLP Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Smith, Buss & Jacobs, LLP Retirement Trust vs every filed plan by assets

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

$9,579,781 Top 36% higher than 64% 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

Smith, Buss & Jacobs, LLP Retirement Trust 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, Buss & Jacobs, LLP Retirement Trust is a small filing (27 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133635379 · Smith, Buss & Jacobs, LLP PY 2022 · 401(k)

Smith, Buss & Jacobs, LLP Retirement Trust · $10M · 27 · 64th

  • NET $10M
  • BOOK 27
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Friday Health Plan Management Services Company, Inc. Retirement Savings Plan
  • EBSA ind #13525

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 New York →

Smith, Buss & Jacobs, LLP Retirement Trust in the asset neighbourhood

Smith, Buss & Jacobs, LLP Retirement TrustSmith, Buss & Jacobs, LLP Re…$10MFriday Health Plan Management Services Company, Inc. Retirement Savings PlanFriday Health Plan Managemen…$10MMarquette Management Employees' 401(k) Retirement PlanMarquette Management Employe…$10MCoulson Oil Company, Inc. Profit Sharing Plan and TrustCoulson Oil Company, Inc. Pr…$10MMilhaus, LLC Employees Savings TrustMilhaus, LLC Employees Savin…$10M
End-of-year total assets ($M) among Smith, Buss & Jacobs, LLP Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith, Buss & Jacobs, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Smith, Buss & Jacobs, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.14190136496857% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.58M $13M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 27 $10M
2023 1 26 $12M
2024 1 39 $13M

Smith, Buss & Jacobs, LLP filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN133635379
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Smith, Buss & Jacobs, LLP Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smith, Buss & Jacobs, LLP Retirement Trust, Total assets ($B): 0.009579781 · Participants: 27Smith, Buss & Jacobs, LLP Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Smith, Buss & Jacobs, LLP Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smith, Buss & Jacobs, LLP Retirement Trust side-by-side with 3 peers →

Smith, Buss & Jacobs, LLP Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Friday Health Plan Management Services Company, Inc. Retirement Savings Plan in CO ($10M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Smith, Buss & Jacobs, LLP Retirement Trust assets move in 2022? ▼
Smith, Buss & Jacobs, LLP Retirement Trust declined sharply - down 15.6% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Smith, Buss & Jacobs, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Buss & Jacobs, LLP's sponsor-wide assets grew 36.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Smith, Buss & Jacobs, LLP Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Friday Health Plan Management Services Company, Inc. Retirement Savings Plan in CO ($10M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Smith, Buss & Jacobs, LLP Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 133635379.

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.