401(k) · DOL Form 5500 · 2023

Six Smith Family, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
81
Participants Small participant base
55th
Percentile by assets National rank
$103,889
Avg per participant Below avg balance/head
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Official DOL plan name: Six Smith Family, Inc. 401(k) Profit Sharing Plan · Sponsored by Six Smith Family, Inc. · California · Finance & Insurance

$8M in assets, 81 participants

Six Smith Family, Inc.'s Six Smith Family, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,529 in Finance & Insurance (8,869 peers)

2023 asset change

Six Smith Family, Inc. 401(k) Profit Sharing Plan grew at a solid clip 12.3% in 2023 ($7M → $8M) for 81 participants.

#3,529
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY

Six Smith Family, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Six Smith Family, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,415,017 Top 45% higher than 55% 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

Six Smith Family, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Six Smith Family, Inc. 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Six Smith Family, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $921K in the plan year 2023 filing.
  • Six Smith Family, Inc. 401(k) Profit Sharing Plan reported participants rose from 60 in the plan year 2022 filing to 81 in the plan year 2023 filing.
  • Six Smith Family, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770561883 · Six Smith Family, Inc. PY 2023 · 401(k)

Six Smith Family, Inc. 401(k) Profit Sharing Plan · $8M · 81 · 55th

  • NET $8M
  • BOOK 81
  • VS-ST 55th
  • BOY 401(k)
  • SCH near Martin Management Group, Inc. 401(k) Plan
  • EBSA ind #3529

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 California →

Six Smith Family, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Six Smith Family, Inc. 401(k) Profit Sharing PlanSix Smith Family, Inc. 401(k…$8MMartin Management Group, Inc. 401(k) PlanMartin Management Group, Inc…$8MCliffs Club Services 401(k) PlanCliffs Club Services 401(k) …$8MGenerations LLC 401(k) Profit Sharing Plan & TrustGenerations LLC 401(k) Profi…$8M3i Infotech, Inc. 401(k) Retirement Savings & Investment Plan3i Infotech, Inc. 401(k) Ret…$8M
End-of-year total assets ($M) among Six Smith Family, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Six Smith Family, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Six Smith Family, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $7.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 60 $7M
2023 1 81 $8M
2024 1 77 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$921K
Employer EIN770561883
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Six Smith Family, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Six Smith Family, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008415017 · Participants: 81Six Smith Family, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Six Smith Family, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Six Smith Family, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Six Smith Family, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Martin Management Group, Inc. 401(k) Plan in KY ($8M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Six Smith Family, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Six Smith Family, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.3% during 2023, from $7M to $8M. Reported net income was $921K.
Which 401(k) plans are similar in size to Six Smith Family, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin Management Group, Inc. 401(k) Plan in KY ($8M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Six Smith Family, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 770561883.

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.