401(k) · DOL Form 5500 · 2022

R.a. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
213
Participants Below avg headcount
87th
Percentile by assets National rank
$213,470
Avg per participant Above avg balance/head
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Official DOL plan name: R.a. Smith, Inc. 401(k) Plan · Sponsored by R.a. Smith, Inc. · Wisconsin · Professional & Technical Services

$45M in assets, 213 participants

R.a. Smith, Inc.'s R.a. Smith, Inc. 401(k) Plan reported $45M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,999 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

R.a. Smith, Inc. 401(k) Plan covers 213 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $45M.

#18,999
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.a. Smith, Inc. 401(k) Plan's outsized position by total assets

R.a. Smith, Inc. 401(k) Plan vs every filed plan by assets

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

$45,469,010 Top 13% higher than 87% 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

R.a. Smith, Inc. 401(k) 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. R.a. Smith, Inc. 401(k) Plan sits mid-pack in the medium band (213 participants).

Form 5500 schedule snapshot

Filing strip 391318572 · R.a. Smith, Inc. PY 2022 · 401(k)

R.a. Smith, Inc. 401(k) Plan · $45M · 213 · 87th

  • VS-ST $45M
  • VS-ST 213
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Nutrien Collectively Bargained 401(k) Retirement Plan
  • VS-ST ind #18999

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 Wisconsin →

R.a. Smith, Inc. 401(k) Plan in the asset neighbourhood

Tauber Oil Company 401(k) Profit Sharing PlanTauber Oil Company 401(k) Pr…$45MR.a. Smith, Inc. 401(k) Plan$45MNutrien Collectively Bargained 401(k) Retirement PlanNutrien Collectively Bargain…$45MPrecise Systems, Inc. 401(k) PlanPrecise Systems, Inc. 401(k)…$45MAmerican United Life Insurance Company Agents 401(k) PlanAmerican United Life Insuran…$45M
End-of-year total assets ($M) among R.a. Smith, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$45M
Net Income-$8M
Employer EIN391318572
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.a. Smith, Inc.)

Sponsor-wide plan assets over time

All R.a. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 22.965177821113766% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.5M $55.9M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 213 $45M
2023 1 223 $51M
2024 1 216 $56M

Nearby 401(k) Plans in Wisconsin

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

R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants R.a. Smith, Inc. 401(k) Plan, Total assets ($B): 0.04546901 · Participants: 213R.a. Smith, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare R.a. Smith, Inc. 401(k) Plan side-by-side with 3 peers →

R.a. Smith, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Nutrien Collectively Bargained 401(k) Retirement Plan in CO ($45M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 R.a. Smith, Inc. 401(k) Plan assets move in 2022? ▼
R.a. Smith, Inc. 401(k) Plan declined sharply - down 15.1% during 2022, from $54M to $45M. Reported net income was -$8M.
How have R.a. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a. Smith, Inc.'s sponsor-wide assets grew 23.0%, from $45M to $56M.
Where does R.a. Smith, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R.a. Smith, Inc. 401(k) Plan ranks in the 87th 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 R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nutrien Collectively Bargained 401(k) Retirement Plan in CO ($45M, 491 participants).
Which 401(k) plans cover a similar participant headcount to R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 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 391318572.

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.