401(k) · DOL Form 5500 · 2023

Gregory Daw Smith Md 401(k) Plan

Data updated 2026-08-25

$836K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$209,122
Avg per participant Above avg balance/head
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Official DOL plan name: Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust · Sponsored by Gregory Daw Smith Md · California · Healthcare & Social Assistance

$836K in assets, 4 participants

Gregory Daw Smith Md's Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust reported $836K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,127 in Healthcare & Social Assistance (17,684 peers)

Gregory Daw Smith Md multi-year trail

Gregory Daw Smith Md's plans moved +67.2% in assets from 2022 to 2024; this filing shows Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust at $836K / 4 participants.

#3,127
in Healthcare & Social Assistance (17,684 peers)
+28.3%
assets growth YoY

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$836,489 22nd percentile higher than 22% 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

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust reported net income rose from -$11K in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $652K in the plan year 2022 filing to $836K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330363210 · Gregory Daw Smith Md PY 2023 · 401(k)

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust · $836K · 4 · 22nd

  • EBSA $836K
  • PART 4
  • TYPE 22nd
  • NET 401(k)
  • BOOK near Community Corrections Association, Inc. 401(k) Retirement Plan
  • VS-ST ind #3127

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Gregory Daw Smith Md 401(k) Profit Sharing Plan & TrustGregory Daw Smith Md 401(k) …$836KCommunity Corrections Association, Inc. 401(k) Retirement PlanCommunity Corrections Associ…$836KCds Outsourcing, Inc. 401(k) Profit Sharing Plan & TrustCds Outsourcing, Inc. 401(k)…$836KSeljack Laundry Services, Inc. 401(k) Profit Sharing PlanSeljack Laundry Services, In…$836KTent Group 401(k)$837K
End-of-year total assets ($M) among Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gregory Daw Smith Md multi-year asset trail

Sponsor-wide plan assets over time

All Gregory Daw Smith Md plans reported in each filing year

Latest sponsor-wide plan assets
$1M 67.24853178523868% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.65M $1.09M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 4 $652K
2023 1 4 $836K
2024 1 4 $1M

Gregory Daw Smith Md filing trail (2023)

Total Assets (Beginning of Year)$652K
Net Assets (End of Year)$836K
Net Income$185K
Employer EIN330363210
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000836489 · Participants: 4Gregory Daw Smith Md 401(k) Profit Sharing Plan & TrustWells 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
Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Community Corrections Association, Inc. 401(k) Retirement Plan in OH ($836K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust grew sharply - up 28.3% during 2023, from $652K to $836K. Reported net income was $185K.
How have Gregory Daw Smith Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory Daw Smith Md's sponsor-wide assets grew 67.2%, from $652K to $1M.
Where does Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust ranks in the 22nd 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 401(k) plans are similar in size to Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Community Corrections Association, Inc. 401(k) Retirement Plan in OH ($836K, 123 participants).
Which 401(k) plans cover a similar participant headcount to Gregory Daw Smith Md 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 330363210.

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.