Profit Sharing · DOL Form 5500 · 2023

Edwin H. Smith & Sons Profit Sharing Plan

Data updated 2026-08-25

$29K
Total assets Small plan by assets
23
Participants Small participant base
3rd
Percentile by assets National rank
$1,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edwin H. Smith & Sons, Profit Sharing Plan and Trust · Sponsored by Edwin H. Smith & Sons · California · Agriculture, Forestry & Fishing

$29K in assets, 23 participants

Edwin H. Smith & Sons's Edwin H. Smith & Sons, Profit Sharing Plan and Trust reported $29K in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #24 in Agriculture, Forestry & Fishing (1,288 peers)

Edwin H. Smith & Sons multi-year trail

Edwin H. Smith & Sons's plans moved -99.0% in assets from 2022 to 2023; this filing shows Edwin H. Smith & Sons, Profit Sharing Plan and Trust at $29K / 23 participants.

#24
in Agriculture, Forestry & Fishing (1,288 peers)
-99.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edwin H. Smith & Sons, Profit Sharing Plan and Trust among the smaller filed plans by assets

Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,886 3rd percentile higher than 3% 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

Edwin H. Smith & Sons, Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwin H. Smith & Sons, Profit Sharing Plan and Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edwin H. Smith & Sons, Profit Sharing Plan and Trust reported net income fell from -$786K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Edwin H. Smith & Sons, Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $29K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942207797 · Edwin H. Smith & Sons PY 2023 · Profit Sharing

Edwin H. Smith & Sons, Profit Sharing Plan and Trust · $29K · 23 · 3rd

  • EIN $29K
  • EIN 23
  • EIN 3rd
  • EIN Profit Sharing
  • EIN near M. Uzcategui Santos Retirement Plan
  • EIN ind #24

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Edwin H. Smith & Sons, Profit Sharing Plan and Trust in the asset neighbourhood

Edwin H. Smith & Sons, Profit Sharing Plan and TrustEdwin H. Smith & Sons, Profi…$29KM. Uzcategui Santos Retirement PlanM. Uzcategui Santos Retireme…$29KDeep Harbor, Inc. Profit Sharing PlanDeep Harbor, Inc. Profit Sha…$29KJbe Services Corp. Retirement PlanJbe Services Corp. Retiremen…$29KF. Diaz Sotomayor Retirement PlanF. Diaz Sotomayor Retirement…$29K
End-of-year total assets ($M) among Edwin H. Smith & Sons, Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edwin H. Smith & Sons multi-year asset trail

Sponsor-wide plan assets over time

All Edwin H. Smith & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$29K 99.03350834530043% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $2.99M $0.03M ▼ -99.0%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 2 23 $29K

Edwin H. Smith & Sons filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$8K
Net Income-$3M
Employer EIN942207797
Plan Effective Date1974-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Edwin H. Smith & Sons, Profit Sharing Plan and Trust, Total assets ($B): 0.000028886 · Participants: 23Edwin H. Smith & Sons, Profit Sharing Plan and TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Edwin H. Smith & Sons, Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Edwin H. Smith & Sons, Profit Sharing Plan and Trust side-by-side with 3 peers →

Edwin H. Smith & Sons, Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is M. Uzcategui Santos Retirement Plan in PR ($29K); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29K here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Edwin H. Smith & Sons, Profit Sharing Plan and Trust assets move in 2023? ▼
Edwin H. Smith & Sons, Profit Sharing Plan and Trust contracted severely - down 99.0% during 2023, from $3M to $29K. Reported net income was -$3M.
How have Edwin H. Smith & Sons plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Edwin H. Smith & Sons's sponsor-wide assets declined 99.0%, from $3M to $29K.
Where does Edwin H. Smith & Sons, Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Edwin H. Smith & Sons, Profit Sharing Plan and Trust ranks in the 3rd 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 Profit Sharing plans are similar in size to Edwin H. Smith & Sons, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is M. Uzcategui Santos Retirement Plan in PR ($29K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Edwin H. Smith & Sons, Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $12M 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 942207797.

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.