401(k) · DOL Form 5500 · 2022

Smith Brothers of Berne, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
594
Participants Below avg headcount
75th
Percentile by assets National rank
$29,769
Avg per participant Low balance/head
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Official DOL plan name: Smith Brothers of Berne Retirement Plan · Sponsored by Smith Brothers of Berne, Inc. · Indiana · Manufacturing

$18M in assets, 594 participants

Smith Brothers of Berne, Inc.'s Smith Brothers of Berne Retirement Plan reported $18M in total assets and 594 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,524 in Manufacturing (20,602 peers)

Where Smith Brothers of Berne Retirement Plan sits by assets

Smith Brothers of Berne Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 594 participants (~$29,769/participant), down 10.0% in 2022.

#13,524
in Manufacturing (20,602 peers)
-10.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Brothers of Berne Retirement Plan's outsized position by total assets

Smith Brothers of Berne Retirement Plan vs every filed plan by assets

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

$17,682,867 Top 25% higher than 75% 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 Brothers of Berne Retirement 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. Smith Brothers of Berne Retirement Plan sits mid-pack in the medium band (594 participants).

Published 5500 schedule card

Filing strip 350663407 · Smith Brothers of Berne, Inc. PY 2022 · 401(k)

Smith Brothers of Berne Retirement Plan · $18M · 594 · 75th

  • SCH $18M
  • EBSA 594
  • PART 75th
  • TYPE 401(k)
  • NET near Kpcb Associates Deferred Savings Plan
  • BOOK ind #13524

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 Manufacturing retirement plans → · Plans in Indiana →

Smith Brothers of Berne Retirement Plan in the asset neighbourhood

Smith Brothers of Berne Retirement PlanSmith Brothers of Berne Reti…$18MKpcb Associates Deferred Savings PlanKpcb Associates Deferred Sav…$18MMikron Corp Monroe Retirement Plan and TrustMikron Corp Monroe Retiremen…$18MTilson 401(k) Plan$18MSulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$18M
End-of-year total assets ($M) among Smith Brothers of Berne Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN350663407
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Brothers of Berne, Inc.)

Sponsor-wide plan assets over time

All Smith Brothers of Berne, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 27.48612541167674% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $22.5M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 594 $18M
2023 1 564 $21M
2024 1 458 $23M

Nearby 401(k) Plans in Indiana

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

Smith Brothers of Berne Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Smith Brothers of Berne Retirement Plan, Total assets ($B): 0.017682867 · Participants: 594Smith Brothers of Berne Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Smith Brothers of Berne Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Smith Brothers of Berne Retirement Plan side-by-side with 3 peers →

Smith Brothers of Berne Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kpcb Associates Deferred Savings Plan in CA ($18M); by covered participants it is Ses Americom Retirement and Savings Plan in NJ (594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (594 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 Brothers of Berne Retirement Plan assets move in 2022? ▼
Smith Brothers of Berne Retirement Plan pulled back noticeably - down 10.0% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Smith Brothers of Berne, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Brothers of Berne, Inc.'s sponsor-wide assets grew 27.5%, from $18M to $23M.
Where does Smith Brothers of Berne Retirement Plan rank by assets among Form 5500 filers? ▼
Smith Brothers of Berne Retirement Plan ranks in the 75th 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 Smith Brothers of Berne Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kpcb Associates Deferred Savings Plan in CA ($18M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Smith Brothers of Berne Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ses Americom Retirement and Savings Plan in NJ (594 participants, $207M 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 350663407.

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.