401(k) · DOL Form 5500 · 2022

Smith-Emery International, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
167
Participants Small participant base
51st
Percentile by assets National rank
$30,538
Avg per participant Low balance/head
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Official DOL plan name: Smith-Emery International, Inc. Union 401(k) Plan · Sponsored by Smith-Emery International, Inc. · California · Professional & Technical Services

$5M in assets, 167 participants

Smith-Emery International, Inc.'s Smith-Emery International, Inc. Union 401(k) Plan reported $5M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,532 in Professional & Technical Services (21,562 peers)

Coverage in California

Smith-Emery International, Inc. Union 401(k) Plan covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $5M.

#10,532
in Professional & Technical Services (21,562 peers)
-23.6%
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.

Smith-Emery International, Inc. Union 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith-Emery International, Inc. Union 401(k) Plan vs every filed plan by assets

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

$5,099,843 Top 49% higher than 51% 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-Emery International, Inc. Union 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. Smith-Emery International, Inc. Union 401(k) Plan sits mid-pack in the medium band (167 participants).

DOL schedule card

Filing strip 953072721 · Smith-Emery International, Inc. PY 2022 · 401(k)

Smith-Emery International, Inc. Union 401(k) Plan · $5M · 167 · 51st

  • EOY $5M
  • 5500 167
  • ASSETS 51st
  • PCT 401(k)
  • EIN near Boardwalk Auto Group, LLC 401(k) Plan
  • RANK ind #10532

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 California →

Smith-Emery International, Inc. Union 401(k) Plan in the asset neighbourhood

Smith-Emery International, Inc. Union 401(k) PlanSmith-Emery International, I…$5MBoardwalk Auto Group, LLC 401(k) PlanBoardwalk Auto Group, LLC 40…$5MColt US 401(k) Plan$5MG.E.O. Heat Exchangers, L.L.C. 401(k) PlanG.E.O. Heat Exchangers, L.L.…$5MWomble Company, Inc. 401(k) PlanWomble Company, Inc. 401(k) …$5M
End-of-year total assets ($M) among Smith-Emery International, Inc. Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN953072721
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith-Emery International, Inc.)

Sponsor-wide plan assets over time

All Smith-Emery International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.871599621279646% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $16.5M $13.5M ▼ -17.9%
Year Plans Participants Total Assets
2022 2 327 $16M
2023 1 138 $13M
2024 1 155 $14M

Nearby 401(k) Plans in California

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

Smith-Emery International, Inc. Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smith-Emery International, Inc. Union 401(k) Plan, Total assets ($B): 0.005099843 · Participants: 167Smith-Emery International, Inc. Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Smith-Emery International, Inc. Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith-Emery International, Inc. Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Boardwalk Auto Group, LLC 401(k) Plan in TX ($5M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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-Emery International, Inc. Union 401(k) Plan assets move in 2022? ▼
Smith-Emery International, Inc. Union 401(k) Plan declined sharply - down 23.6% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Smith-Emery International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith-Emery International, Inc.'s sponsor-wide assets declined 17.9%, from $16M to $14M.
Which 401(k) plans are similar in size to Smith-Emery International, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boardwalk Auto Group, LLC 401(k) Plan in TX ($5M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Smith-Emery International, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 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 953072721.

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.