401(k) · DOL Form 5500 · 2022

Eric Smith Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
35th
Percentile by assets National rank
$164,642
Avg per participant Above avg balance/head
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Official DOL plan name: Eric Smith Associates, P.C. 401(k) Plan · Sponsored by Eric Smith Associates, P.C. · Colorado · Professional & Technical Services

$2M in assets, 13 participants

Eric Smith Associates, P.C.'s Eric Smith Associates, P.C. 401(k) Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,793 in Professional & Technical Services (21,562 peers)

Eric Smith Associates, P.C. multi-year trail

Eric Smith Associates, P.C.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows Eric Smith Associates, P.C. 401(k) Plan at $2M / 13 participants.

#6,793
in Professional & Technical Services (21,562 peers)
-18.0%
assets change YoY

The plan reported a net loss of $470K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Eric Smith Associates, P.C. 401(k) Plan vs every filed plan by assets

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

$2,140,340 35th percentile higher than 35% 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

Eric Smith Associates, P.C. 401(k) 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. Eric Smith Associates, P.C. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 841009968 · Eric Smith Associates, P.C. PY 2022 · 401(k)

Eric Smith Associates, P.C. 401(k) Plan · $2M · 13 · 35th

  • EOY $2M
  • EOY 13
  • EOY 35th
  • EOY 401(k)
  • EOY near Cinergy Entertainment Group 401(k) Plan
  • EOY ind #6793

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 Colorado →

Eric Smith Associates, P.C. 401(k) Plan in the asset neighbourhood

Eric Smith Associates, P.C. 401(k) PlanEric Smith Associates, P.C. …$2MCinergy Entertainment Group 401(k) PlanCinergy Entertainment Group …$2MInternational Rubber Products, Inc. 401(k) PlanInternational Rubber Product…$2MD.J. Heating & Air Conditioning, Inc. 401(k) Profit Sharing Plan and TrustD.J. Heating & Air Condition…$2MRobert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement PlanRobert Brogden's Olathe Buic…$2M
End-of-year total assets ($M) among Eric Smith Associates, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Eric Smith Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Eric Smith Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.04118971752151% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.14M $3.34M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 14 $3M
2024 1 13 $3M

Eric Smith Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$470K
Employer EIN841009968
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Eric Smith Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Eric Smith Associates, P.C. 401(k) Plan, Total assets ($B): 0.00214034 · Participants: 13Eric Smith Associates, P.C. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Eric Smith Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Eric Smith Associates, P.C. 401(k) Plan side-by-side with 3 peers →

Eric Smith Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Cinergy Entertainment Group 401(k) Plan in TX ($2M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Eric Smith Associates, P.C. 401(k) Plan assets move in 2022? ▼
Eric Smith Associates, P.C. 401(k) Plan declined sharply - down 18.0% during 2022, from $3M to $2M. Reported net income was -$470K.
How have Eric Smith Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Smith Associates, P.C.'s sponsor-wide assets grew 56.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Eric Smith Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cinergy Entertainment Group 401(k) Plan in TX ($2M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Eric Smith Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A 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 841009968.

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.