401(k) · DOL Form 5500 · 2023

Joseph M. Anderson Dba Smokin Joes 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
43rd
Percentile by assets National rank
$36,469
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smokin Joes Retirement Plan · Sponsored by Joseph M. Anderson Dba Smokin Joes · New York · Retail Trade

$5M in assets, 127 participants

Joseph M. Anderson Dba Smokin Joes's Smokin Joes Retirement Plan reported $5M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,503 in Retail Trade (8,414 peers)

Coverage in New York

Smokin Joes Retirement Plan covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $5M.

#4,503
in Retail Trade (8,414 peers)
+30.1%
assets growth YoY

Smokin Joes Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Smokin Joes Retirement Plan vs every filed plan by assets

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

$4,631,610 43rd percentile higher than 43% 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

Smokin Joes Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smokin Joes Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smokin Joes Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Smokin Joes Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Smokin Joes Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161316822 · Joseph M. Anderson Dba Smokin Joes PY 2023 · 401(k)

Smokin Joes Retirement Plan · $5M · 127 · 43rd

  • TYPE $5M
  • TYPE 127
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Century Products, Inc. a Texas Corporation 401(k) Plan
  • TYPE ind #4503

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 New York →

Smokin Joes Retirement Plan in the asset neighbourhood

Smokin Joes Retirement Plan$5MCentury Products, Inc. a Texas Corporation 401(k) PlanCentury Products, Inc. a Tex…$5MCellular Technology Limited 401(k) PlanCellular Technology Limited …$5MDillard-Lewis, Inc. Dba Highland Express 401(k) PlanDillard-Lewis, Inc. Dba High…$5MPennwood Racing, Inc. Retirement and Savings PlanPennwood Racing, Inc. Retire…$5M
End-of-year total assets ($M) among Smokin Joes Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN161316822
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph M. Anderson Dba Smokin Joes)

Sponsor-wide plan assets over time

All Joseph M. Anderson Dba Smokin Joes plans reported in each filing year

Latest sponsor-wide plan assets
$5M 51.722382530603674% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.56M $5.4M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 124 $4M
2023 1 127 $5M
2024 1 123 $5M

Nearby 401(k) Plans in New York

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

Smokin Joes Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Smokin Joes Retirement Plan, Total assets ($B): 0.00463161 · Participants: 127Smokin Joes Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Smokin Joes Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smokin Joes Retirement Plan side-by-side with 3 peers →

Smokin Joes Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Century Products, Inc. a Texas Corporation 401(k) Plan in NC ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Smokin Joes Retirement Plan assets move in 2023? ▼
Smokin Joes Retirement Plan surged - up 30.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Joseph M. Anderson Dba Smokin Joes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph M. Anderson Dba Smokin Joes's sponsor-wide assets grew 51.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Smokin Joes Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Century Products, Inc. a Texas Corporation 401(k) Plan in NC ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Smokin Joes Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 161316822.

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.