401(k) · DOL Form 5500 · 2022
K.L. Smith, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $878,258
- Avg per participant High balance/head
Official DOL plan name: K.L. Smith, P.C. 401(k) Plan & Trust · Sponsored by K.L. Smith, P.C. · Iowa · Professional & Technical Services
$2M in assets, 2 participants
K.L. Smith, P.C.'s K.L. Smith, P.C. 401(k) Plan & Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,115 in Professional & Technical Services (21,562 peers)
2022 asset change
K.L. Smith, P.C. 401(k) Plan & Trust grew at a solid clip 10.2% in 2022 ($2M → $2M) for 2 participants.
- #6,115
- in Professional & Technical Services (21,562 peers)
- +10.2%
- assets growth YoY
K.L. Smith, P.C. 401(k) Plan & Trust among the smaller filed plans by assets
K.L. Smith, P.C. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,756,516 32nd percentile higher than 32% 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
K.L. Smith, P.C. 401(k) 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. K.L. Smith, P.C. 401(k) Plan & Trust is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 421241395 · K.L. Smith, P.C. PY 2022 · 401(k)
K.L. Smith, P.C. 401(k) Plan & Trust · $2M · 2 · 32nd
- ASSETS $2M
- ASSETS 2
- ASSETS 32nd
- ASSETS 401(k)
- ASSETS near Wahve Holdings LLC 401(k) Plan
- ASSETS ind #6115
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 Iowa →
K.L. Smith, P.C. 401(k) Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $162K |
| Employer EIN | 421241395 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
K.L. Smith, P.C. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Wahve Holdings LLC 401(k) Plan in NV ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.