401(k) · DOL Form 5500 · 2022
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $149,498
- Avg per participant Above avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · Sponsored by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. · Georgia · Professional & Technical Services
$12M in assets, 80 participants
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.'s Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported $12M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,582 in Professional & Technical Services (21,562 peers)
2022 asset change
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust pulled back noticeably 13.8% in 2022 ($14M → $12M) for 80 participants.
- #14,582
- in Professional & Technical Services (21,562 peers)
- -13.8%
- 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.
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's outsized position by total assets
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,959,818 Top 32% higher than 68% 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
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust is a small filing (80 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 581353898 · Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. PY 2022 · 401(k)
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · $12M · 80 · 68th
- PHOTO $12M
- IND 80
- EOY 68th
- 5500 401(k)
- ASSETS near Go Wireline LLC 401(k) Profit Sharing Plan
- PCT ind #14582
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 Georgia →
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust in the asset neighbourhood
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 581353898 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Go Wireline LLC 401(k) Profit Sharing Plan in ND ($12M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Go Wireline LLC 401(k) Profit Sharing Plan (ND) $12M · 173
- American Plastics, LLC 401(k) Plan (MO) $12M · 890
- The Mohave Plan (AZ) $12M · 253
- Azzur Group, LLC 401(k) Plan (PA) $12M · 361
Similar participant headcount
Nearest other-state filings by covered participants (80 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.