401(k) · DOL Form 5500 · 2022

Smith, Anderson, Et Al L.L.P. 401(k) Plan

Data updated 2026-08-11

$158M
Total assets
247
Participants
95th
Percentile by assets
$639,122
Avg per participant
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Official DOL plan name: Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan · Sponsored by Smith, Anderson, Et Al L.L.P. · North Carolina · Professional & Technical Services

$158M in assets, 247 participants

Smith, Anderson, Et Al L.L.P.'s Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported $158M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #20,682 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan covers 247 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $158M.

$158M
total plan assets (2022 EOY)
247
covered participants
95th
percentile by assets (of 139,126 plans)
$639,122
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
North Carolina
Industry
Professional & Technical Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reports 247 participants - about 30% of that state average ($158M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$199M
Net Assets (End of Year)$158M
Net Income-$42M
Employer EIN560402850
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith, Anderson, Et Al L.L.P.)

$150M$160M$170M$180M$190M$200M 202220232024 $158M $190M ▲ +20.7%
Total plan assets by year, all Smith, Anderson, Et Al L.L.P. plans on file
Year Plans Participants Total Assets
2022 1 247 $158M
2023 1 259 $179M
2024 1 259 $190M

Nearby 401(k) Plans in North Carolina

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

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Smith, Anderson, Blo…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Truist Financial Cor…Lowes 401(k) Plan
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Smith, Anderson, Blount, Dorsett, Mitche… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan assets move in 2022? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan declined sharply - down 20.9% during 2022, from $199M to $158M. Reported net income was -$42M.
How have Smith, Anderson, Et Al L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Anderson, Et Al L.L.P.'s sponsor-wide assets grew 20.7%, from $158M to $190M.
Where does Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helpside Inc. 401(k) Plan in UT ($158M, 9,389 participants).

Next read for Smith, Anderson, Blount, Dorsett, Mitche…

Filing takeaways

Ways to act on Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's numbers.

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 560402850.

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.