401(k) · DOL Form 5500 · 2022

Smith & Carr, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
50th
Percentile by assets National rank
$528,981
Avg per participant High balance/head
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Official DOL plan name: Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust · Sponsored by Smith & Carr, P.C. · Texas · Professional & Technical Services

$5M in assets, 9 participants

Smith & Carr, P.C.'s Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,216 in Professional & Technical Services (21,562 peers)

Smith & Carr, P.C. multi-year trail

Smith & Carr, P.C.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust at $5M / 9 participants.

#10,216
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,760,833 Top 50% higher than 50% 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

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 760613998 · Smith & Carr, P.C. PY 2022 · 401(k)

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust · $5M · 9 · 50th

  • EIN $5M
  • EIN 9
  • EIN 50th
  • EIN 401(k)
  • EIN near Audley Travel US, Inc. 401(k) Ps Plan
  • EIN ind #10216

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 Texas →

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Smith & Carr, P.C. 401(k) Profit Sharing Plan & TrustSmith & Carr, P.C. 401(k) Pr…$5MAudley Travel US, Inc. 401(k) Ps PlanAudley Travel US, Inc. 401(k…$5MUniversity Veterinary Specialists, Inc. 401(k) Profit Sharing Plan and TrustUniversity Veterinary Specia…$5MSymmetry Lending 401(k) Plan$5MNew Page Capital, LLC 401(k) PlanNew Page Capital, LLC 401(k)…$5M
End-of-year total assets ($M) among Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith & Carr, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Smith & Carr, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.6609710947643% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.76M $5.7M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 13 $5M
2024 1 12 $6M

Smith & Carr, P.C. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN760613998
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004760833 · Participants: 9Smith & Carr, P.C. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Audley Travel US, Inc. 401(k) Ps Plan in MA ($5M); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust declined sharply - down 19.8% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Smith & Carr, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Carr, P.C.'s sponsor-wide assets grew 19.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Audley Travel US, Inc. 401(k) Ps Plan in MA ($5M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Smith & Carr, P.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercom Incorporated 401(k) Plan in SC (9 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 760613998.

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.