401(k) · DOL Form 5500 · 2023

A J Smith Ins. Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$505K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$100,986
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A J Smith Ins. Agency Retirement Plan · Sponsored by A J Smith Ins. Agency, Inc. · Illinois · Finance & Insurance

$505K in assets, 5 participants

A J Smith Ins. Agency, Inc.'s A J Smith Ins. Agency Retirement Plan reported $505K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #973 in Finance & Insurance (8,869 peers)

A J Smith Ins. Agency, Inc. multi-year trail

A J Smith Ins. Agency, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows A J Smith Ins. Agency Retirement Plan at $505K / 5 participants.

#973
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY

A J Smith Ins. Agency Retirement Plan among the smaller filed plans by assets

A J Smith Ins. Agency Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$504,932 18th percentile higher than 18% of 127,068 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 2023

A J Smith Ins. Agency Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A J Smith Ins. Agency Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A J Smith Ins. Agency Retirement Plan reported net income rose from -$44K in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • A J Smith Ins. Agency Retirement Plan end-of-year assets rose from $423K in the plan year 2022 filing to $505K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463451337 · A J Smith Ins. Agency, Inc. PY 2023 · 401(k)

A J Smith Ins. Agency Retirement Plan · $505K · 5 · 18th

  • PCT $505K
  • EIN 5
  • RANK 18th
  • PHOTO 401(k)
  • IND near Enhancedcare 401(k) Plan
  • EOY ind #973

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 Finance & Insurance retirement plans → · Plans in Illinois →

A J Smith Ins. Agency Retirement Plan in the asset neighbourhood

N & D Inc. 401(k) Plan$505KCommercial Powder Coating Inc 401(k) Profit Sharing Plan & TrustCommercial Powder Coating In…$505KA J Smith Ins. Agency Retirement PlanA J Smith Ins. Agency Retire…$505KEnhancedcare 401(k) Plan$505KDavid Schwenk Financial Retirement PlanDavid Schwenk Financial Reti…$505K
End-of-year total assets ($M) among A J Smith Ins. Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

A J Smith Ins. Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A J Smith Ins. Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$620K 46.741004794761956% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.62M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 5 $423K
2023 1 5 $505K
2024 1 4 $620K

A J Smith Ins. Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$423K
Net Assets (End of Year)$505K
Net Income$82K
Employer EIN463451337
Plan Effective Date2013-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

A J Smith Ins. Agency Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants A J Smith Ins. Agency Retirement Plan, Total assets ($B): 0.000504932 · Participants: 5A J Smith Ins. Agency Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
A J Smith Ins. Agency Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare A J Smith Ins. Agency Retirement Plan side-by-side with 3 peers →

A J Smith Ins. Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Enhancedcare 401(k) Plan in NY ($505K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($505K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A J Smith Ins. Agency Retirement Plan assets move in 2023? ▼
A J Smith Ins. Agency Retirement Plan grew sharply - up 19.4% during 2023, from $423K to $505K. Reported net income was $82K.
How have A J Smith Ins. Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A J Smith Ins. Agency, Inc.'s sponsor-wide assets grew 46.7%, from $423K to $620K.
Where does A J Smith Ins. Agency Retirement Plan rank by assets among Form 5500 filers? ▼
A J Smith Ins. Agency Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to A J Smith Ins. Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enhancedcare 401(k) Plan in NY ($505K, 7 participants).
Which 401(k) plans cover a similar participant headcount to A J Smith Ins. Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463451337.

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.