401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$9M
Total assets Small plan by assets
64
Participants Small participant base
63rd
Percentile by assets National rank
$140,571
Avg per participant Near avg balance/head
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Official DOL plan name: Smith Freed & Eberhard, P.C. 401(k) Retirement Plan · Sponsored by Smith Freed & Eberhard, P.C. · Oregon · Professional & Technical Services

$9M in assets, 64 participants

Smith Freed & Eberhard, P.C.'s Smith Freed & Eberhard, P.C. 401(k) Retirement Plan reported $9M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,200 in Professional & Technical Services (21,562 peers)

Smith Freed & Eberhard, P.C. multi-year trail

Smith Freed & Eberhard, P.C.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Smith Freed & Eberhard, P.C. 401(k) Retirement Plan at $9M / 64 participants.

#13,200
in Professional & Technical Services (21,562 peers)
-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.

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$8,996,541 Top 37% higher than 63% 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 Freed & Eberhard, P.C. 401(k) Retirement 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. Smith Freed & Eberhard, P.C. 401(k) Retirement Plan is a small filing (64 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 930944667 · Smith Freed & Eberhard, P.C. PY 2022 · 401(k)

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan · $9M · 64 · 63rd

  • EIN $9M
  • EIN 64
  • EIN 63rd
  • EIN 401(k)
  • EIN near Hallmark Building Supplies, Inc. 401(k) Plan
  • EIN ind #13200

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 Oregon →

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan in the asset neighbourhood

Smith Freed & Eberhard, P.C. 401(k) Retirement PlanSmith Freed & Eberhard, P.C.…$9MHallmark Building Supplies, Inc. 401(k) PlanHallmark Building Supplies, …$9MDrake Enterprises, Ltd 401(k) PlanDrake Enterprises, Ltd 401(k…$9MThe Stable 401(k) Profit Sharing PlanThe Stable 401(k) Profit Sha…$9MIntegral Federal, Inc. 401(k) Retirement PlanIntegral Federal, Inc. 401(k…$9M
End-of-year total assets ($M) among Smith Freed & Eberhard, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith Freed & Eberhard, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Freed & Eberhard, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.22782956249518% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9M $12.8M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 64 $9M
2023 1 62 $11M
2024 1 67 $13M

Smith Freed & Eberhard, P.C. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN930944667
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Smith Freed & Eberhard, P.C. 401(k) Retirement Plan, Total assets ($B): 0.008996541 · Participants: 64Smith Freed & Eberhard, P.C. 401(k) Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Smith Freed & Eberhard, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hallmark Building Supplies, Inc. 401(k) Plan in WI ($9M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Freed & Eberhard, P.C. 401(k) Retirement Plan assets move in 2022? ▼
Smith Freed & Eberhard, P.C. 401(k) Retirement Plan pulled back noticeably - down 13.3% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Smith Freed & Eberhard, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Freed & Eberhard, P.C.'s sponsor-wide assets grew 42.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hallmark Building Supplies, Inc. 401(k) Plan in WI ($9M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M 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 930944667.

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.