401(k) · DOL Form 5500 · 2022

Eastman & Smith Ltd. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
112
Participants Small participant base
92nd
Percentile by assets National rank
$737,781
Avg per participant High balance/head
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Official DOL plan name: Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust · Sponsored by Eastman & Smith Ltd. · Ohio · Professional & Technical Services

$83M in assets, 112 participants

Eastman & Smith Ltd.'s Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust reported $83M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,017 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust covers 112 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $83M.

#20,017
in Professional & Technical Services (21,562 peers)
-13.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust's outsized position by total assets

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs every filed plan by assets

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

$82,631,454 Top 8% higher than 92% 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

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust 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. Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 344404967 · Eastman & Smith Ltd. PY 2022 · 401(k)

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust · $83M · 112 · 92nd

  • PART $83M
  • TYPE 112
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Carolina Dealerships, Inc. 401(k) Plan
  • BOY ind #20017

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 Ohio →

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust in the asset neighbourhood

Cardiovascular Provider Resources 401(k) Savings PlanCardiovascular Provider Reso…$83MEastman & Smith Ltd. Profit Sharing and Savings Plan and TrustEastman & Smith Ltd. Profit …$83MCarolina Dealerships, Inc. 401(k) PlanCarolina Dealerships, Inc. 4…$83MSamsonite Employee Savings TrustSamsonite Employee Savings T…$83MGloballogic Inc. Retirement TrustGloballogic Inc. Retirement …$83M
End-of-year total assets ($M) among Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$83M
Net Income-$13M
Employer EIN344404967
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastman & Smith Ltd.)

Sponsor-wide plan assets over time

All Eastman & Smith Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 28.520629686608203% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.6M $106M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 112 $83M
2023 1 118 $93M
2024 1 121 $106M

Nearby 401(k) Plans in Ohio

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

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust, Total assets ($B): 0.082631454 · Participants: 112Eastman & Smith Ltd. Profit Sharing and Savings Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust side-by-side with 3 peers →

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Carolina Dealerships, Inc. 401(k) Plan in NC ($83M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust assets move in 2022? ▼
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust pulled back noticeably - down 13.7% during 2022, from $96M to $83M. Reported net income was -$13M.
How have Eastman & Smith Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastman & Smith Ltd.'s sponsor-wide assets grew 28.5%, from $83M to $106M.
Where does Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carolina Dealerships, Inc. 401(k) Plan in NC ($83M, 2,255 participants).
Which 401(k) plans cover a similar participant headcount to Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 344404967.

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.