401(k) · DOL Form 5500 · 2023

Smith,Haughey,Rice and Roegge, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
115
Participants Small participant base
83rd
Percentile by assets National rank
$346,829
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · Sponsored by Smith,Haughey,Rice and Roegge, P.C. · Michigan · Professional & Technical Services

$40M in assets, 115 participants

Smith,Haughey,Rice and Roegge, P.C.'s Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported $40M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,019 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. covers 115 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $40M.

#17,019
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s outsized position by total assets

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs every filed plan by assets

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

$39,885,381 Top 17% higher than 83% 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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. 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. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382234596 · Smith,Haughey,Rice and Roegge, P.C. PY 2023 · 401(k)

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · $40M · 115 · 83rd

  • EBSA $40M
  • EBSA 115
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Schutz Container Systems, Inc. Employee's 401(k) Retirement Plan
  • EBSA ind #17019

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in the asset neighbourhood

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$40MHeartland, LLC 401(k) Plan$40MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$40MP & K 401(k) Plan$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40M
End-of-year total assets ($M) among Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN382234596
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith,Haughey,Rice and Roegge, P.C.)

Sponsor-wide plan assets over time

All Smith,Haughey,Rice and Roegge, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.794277539406828% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.3M $40.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 116 $35M
2023 1 115 $40M
2024 1 108 $40M

Nearby 401(k) Plans in Michigan

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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C., Total assets ($B): 0.039885381 · Participants: 115Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.General Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. side-by-side with 3 peers →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Schutz Container Systems, Inc. Employee's 401(k) Retirement Plan in NJ ($40M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. assets move in 2023? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. grew at a solid clip - up 13.1% during 2023, from $35M to $40M. Reported net income was $5M.
How have Smith,Haughey,Rice and Roegge, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith,Haughey,Rice and Roegge, P.C.'s sponsor-wide assets grew 14.8%, from $35M to $40M.
Where does Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. rank by assets among Form 5500 filers? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Schutz Container Systems, Inc. Employee's 401(k) Retirement Plan in NJ ($40M, 783 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 382234596.

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.