Smith Freed & Eberhard, P.C. 401(k) Retirement Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Smith Freed & Eberhard, P.C. · Oregon · Professional & Technical Services

What the 2023 filing shows

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan holds $9M for 64 participants - about $140,571 per participant, down 13.3% over the 2022 plan year.

$9M
total plan assets (2022 EOY): 64
covered participants: $140,571
avg assets per participant: -13.3%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$9M

Participants

State

Oregon

Industry

Professional & Technical Services

What the Filing Says About Smith Freed & Eberhard, P.C. 401(k) Retirement Plan

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Smith Freed & Eberhard, P.C., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 64 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 930944667, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $9M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,379,687 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$10M
Total Assets (End of Year)	$9M
Net Assets (End of Year)	$9M
Net Income	$-1,379,687
Plan Type	401(k)
Employer EIN	930944667
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Smith Freed & Eberhard, P.C.)

Year	Plans	Participants	Total Assets
2022	1	64	$9M
2023	1	62	$11M
2024	1	67	$13M

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Related Data

Guides

Frequently Asked Questions

How much money is in the Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼

As of the 2022 Form 5500 filing, Smith Freed & Eberhard, P.C. 401(k) Retirement Plan holds $9M in total assets with 64 participants. It is sponsored by Smith Freed & Eberhard, P.C..

What type of plan is Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 930944667.

Who sponsors the Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan is sponsored by Smith Freed & Eberhard, P.C., located in Oregon. The sponsor's EIN is 930944667 and the plan operates in the Professional & Technical Services industry.

How did Smith Freed & Eberhard, P.C. 401(k) Retirement Plan perform in 2022? ▼

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan declined by 13.3% during 2022, moving from $10M to $9M in total assets. Net income was $-1,379,687.

Where can I find official filings for Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼

Official Form 5500 filings for Smith Freed & Eberhard, P.C. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930944667 or plan name at efast.dol.gov.

How does Smith Freed & Eberhard, P.C. 401(k) Retirement Plan compare to other plans? ▼

You can compare Smith Freed & Eberhard, P.C. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.