Profit Sharing · DOL Form 5500 · 2023

S & V Smith, Inc. Profit Sharing Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$123,549
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S & V Smith, Inc. Retirement Plan · Sponsored by S & V Smith, Inc. · Florida · Retail Trade

$124K in assets, 1 participants

S & V Smith, Inc.'s S & V Smith, Inc. Retirement Plan reported $124K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #999 in Retail Trade (8,414 peers)

S & V Smith, Inc. multi-year trail

S & V Smith, Inc.'s plans moved -63.8% in assets from 2022 to 2024; this filing shows S & V Smith, Inc. Retirement Plan at $124K / 1 participant.

#999
in Retail Trade (8,414 peers)
-35.1%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S & V Smith, Inc. Retirement Plan among the smaller filed plans by assets

S & V Smith, Inc. Retirement Plan vs every filed plan by assets

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

$123,549 8th percentile higher than 8% 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

S & V Smith, Inc. 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. S & V Smith, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S & V Smith, Inc. Retirement Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • S & V Smith, Inc. Retirement Plan end-of-year assets fell from $190K in the plan year 2022 filing to $124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471377001 · S & V Smith, Inc. PY 2023 · Profit Sharing

S & V Smith, Inc. Retirement Plan · $124K · 1 · 8th

  • 5500 $124K
  • ASSETS 1
  • PCT 8th
  • EIN Profit Sharing
  • RANK near Peak Energy Solutions Retirement Plan
  • PHOTO ind #999

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 Retail Trade retirement plans → · Plans in Florida →

S & V Smith, Inc. Retirement Plan in the asset neighbourhood

S & V Smith, Inc. Retirement PlanS & V Smith, Inc. Retirement…$124KPeak Energy Solutions Retirement PlanPeak Energy Solutions Retire…$124KPalmer and Company Business Mgt LLC Profit Sharing PlanPalmer and Company Business …$123KLaw Offices of Brent H Blakely Inc Profit Sharing PlanLaw Offices of Brent H Blake…$124KHergabur Profit Sharing Retirement PlanHergabur Profit Sharing Reti…$124K
End-of-year total assets ($M) among S & V Smith, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

S & V Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S & V Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69K 63.76054999133417% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.19M $0.07M ▼ -63.2%
Year Plans Participants Total Assets
2022 1 2 $190K
2023 1 1 $124K
2024 1 1 $69K

S & V Smith, Inc. filing trail (2023)

Total Assets (Beginning of Year)$190K
Net Assets (End of Year)$124K
Net Income-$67K
Employer EIN471377001
Plan Effective Date2014-07-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

S & V Smith, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants S & V Smith, Inc. Retirement Plan, Total assets ($B): 0.000123549 · Participants: 1S & V Smith, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
S & V Smith, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare S & V Smith, Inc. Retirement Plan side-by-side with 3 peers →

S & V Smith, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Peak Energy Solutions Retirement Plan in PR ($124K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 S & V Smith, Inc. Retirement Plan assets move in 2023? ▼
S & V Smith, Inc. Retirement Plan contracted severely - down 35.1% during 2023, from $190K to $124K. Reported net income was -$67K.
How have S & V Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S & V Smith, Inc.'s sponsor-wide assets declined 63.8%, from $190K to $69K.
Where does S & V Smith, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
S & V Smith, Inc. Retirement Plan ranks in the 8th 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 S & V Smith, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Peak Energy Solutions Retirement Plan in PR ($124K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to S & V Smith, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 471377001.

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.