401(k) · DOL Form 5500 · 2022
Robert a. Smith, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $84,792
- Avg per participant Below avg balance/head
Official DOL plan name: Bob Smith Bmw/Mini 401(k) Plan · Sponsored by Robert a. Smith, Inc. · California · Retail Trade
$10M in assets, 122 participants
Robert a. Smith, Inc.'s Bob Smith Bmw/Mini 401(k) Plan reported $10M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #7,257 in Retail Trade (9,519 peers)
Coverage in California
Bob Smith Bmw/Mini 401(k) Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $10M.
- #7,257
- in Retail Trade (9,519 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bob Smith Bmw/Mini 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Bob Smith Bmw/Mini 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,344,624 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bob Smith Bmw/Mini 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. Bob Smith Bmw/Mini 401(k) Plan sits mid-pack in the medium band (122 participants).
Form 5500 schedule snapshot
Filing strip 951904354 · Robert a. Smith, Inc. PY 2022 · 401(k)
Bob Smith Bmw/Mini 401(k) Plan · $10M · 122 · 66th
- NET $10M
- NET 122
- NET 66th
- NET 401(k)
- NET near Total Mortgage Services, LLC 401(k) Profit Sharing Plan
- NET ind #7257
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 Retail Trade retirement plans → · Plans in California →
Bob Smith Bmw/Mini 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 951904354 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert a. Smith, Inc.)
Sponsor-wide plan assets over time
All Robert a. Smith, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 40.340683237979455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $10M |
| 2023 | 1 | 112 | $12M |
| 2024 | 1 | 113 | $15M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Bob Smith Bmw/Mini 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Total Mortgage Services, LLC 401(k) Profit Sharing Plan in CT ($10M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.