401(k) · DOL Form 5500 · 2022

Ward and Smith, P.a. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
216
Participants Below avg headcount
92nd
Percentile by assets National rank
$393,757
Avg per participant High balance/head
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Official DOL plan name: Ward and Smith, P.a. 401(k) and Profit Sharing Plan · Sponsored by Ward and Smith, P.a. · North Carolina · Professional & Technical Services

$85M in assets, 216 participants

Ward and Smith, P.a.'s Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported $85M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,046 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Ward and Smith, P.a. 401(k) and Profit Sharing Plan covers 216 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $85M.

#20,046
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's outsized position by total assets

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$85,051,430 Top 8% higher than 92% 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

Ward and Smith, P.a. 401(k) and Profit Sharing 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. Ward and Smith, P.a. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (216 participants).

DOL schedule card

Filing strip 561034724 · Ward and Smith, P.a. PY 2022 · 401(k)

Ward and Smith, P.a. 401(k) and Profit Sharing Plan · $85M · 216 · 92nd

  • EOY $85M
  • EOY 216
  • EOY 92nd
  • EOY 401(k)
  • EOY near Dubois Chemicals, Inc. Retirement Savings Plan
  • EOY ind #20046

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 North Carolina →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan in the asset neighbourhood

Mile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$85MWard and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$85MDubois Chemicals, Inc. Retirement Savings PlanDubois Chemicals, Inc. Retir…$85MThe Allen & Company 401(k) Savings PlanThe Allen & Company 401(k) S…$85MChg Group, Inc. Profit Sharing & 401(k) PlanChg Group, Inc. Profit Shari…$85M
End-of-year total assets ($M) among Ward and Smith, P.a. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$85M
Net Income-$15M
Employer EIN561034724
Plan Effective Date1972-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ward and Smith, P.a.)

Sponsor-wide plan assets over time

All Ward and Smith, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 40.51104255389944% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.1M $120M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 216 $85M
2023 1 235 $102M
2024 1 232 $120M

Nearby 401(k) Plans in North Carolina

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

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Ward and Smith, P.a. 401(k) and Profit Sharing Plan, Total assets ($B): 0.08505143 · Participants: 216Ward and Smith, P.a. 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ward and Smith, P.a. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dubois Chemicals, Inc. Retirement Savings Plan in OH ($85M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Ward and Smith, P.a. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Ward and Smith, P.a. 401(k) and Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $100M to $85M. Reported net income was -$15M.
How have Ward and Smith, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward and Smith, P.a.'s sponsor-wide assets grew 40.5%, from $85M to $120M.
Where does Ward and Smith, P.a. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ward and Smith, P.a. 401(k) and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dubois Chemicals, Inc. Retirement Savings Plan in OH ($85M, 930 participants).
Which 401(k) plans cover a similar participant headcount to Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 561034724.

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.