401(k) · DOL Form 5500 · 2022

William C. Smith & Co. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
533
Participants Below avg headcount
81st
Percentile by assets National rank
$50,602
Avg per participant Low balance/head
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Official DOL plan name: William C. Smith & Co. 401(k) Plan · Sponsored by William C. Smith & Co. · District of Columbia · Real Estate

$27M in assets, 533 participants

William C. Smith & Co.'s William C. Smith & Co. 401(k) Plan reported $27M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,640 in Real Estate (5,057 peers)

Coverage in District of Columbia

William C. Smith & Co. 401(k) Plan covers 533 participants in District of Columbia, about 37% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $27M.

#4,640
in Real Estate (5,057 peers)
-20.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William C. Smith & Co. 401(k) Plan's outsized position by total assets

William C. Smith & Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,970,790 Top 19% higher than 81% of 139,123 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 2022

William C. Smith & Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William C. Smith & Co. 401(k) Plan sits mid-pack in the medium band (533 participants).

DOL schedule card

Filing strip 521092879 · William C. Smith & Co. PY 2022 · 401(k)

William C. Smith & Co. 401(k) Plan · $27M · 533 · 81st

  • PHOTO $27M
  • PHOTO 533
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Kelly & Picerne, Inc. Savings & Retirement Plan
  • PHOTO ind #4640

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 Real Estate retirement plans → · Plans in District of Columbia →

William C. Smith & Co. 401(k) Plan in the asset neighbourhood

William C. Smith & Co. 401(k) PlanWilliam C. Smith & Co. 401(k…$27MKelly & Picerne, Inc. Savings & Retirement PlanKelly & Picerne, Inc. Saving…$27MColors & Effects USA LLC 401(k) PlanColors & Effects USA LLC 401…$27MGreenleaf Nursery Co. 401(k) Profit Sharing PlanGreenleaf Nursery Co. 401(k)…$27MRoxboro Holdings Employee Savings PlanRoxboro Holdings Employee Sa…$27M
End-of-year total assets ($M) among William C. Smith & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN521092879
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William C. Smith & Co.)

Sponsor-wide plan assets over time

All William C. Smith & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.136155077400403% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $35.4M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 533 $27M
2023 1 483 $30M
2024 1 457 $35M

Nearby 401(k) Plans in District of Columbia

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

William C. Smith & Co. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants William C. Smith & Co. 401(k) Plan, Total assets ($B): 0.02697079 · Participants: 533William C. Smith & Co. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
William C. Smith & Co. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare William C. Smith & Co. 401(k) Plan side-by-side with 3 peers →

William C. Smith & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Kelly & Picerne, Inc. Savings & Retirement Plan in RI ($27M); by covered participants it is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William C. Smith & Co. 401(k) Plan assets move in 2022? ▼
William C. Smith & Co. 401(k) Plan declined sharply - down 20.4% during 2022, from $34M to $27M. Reported net income was -$7M.
How have William C. Smith & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William C. Smith & Co.'s sponsor-wide assets grew 31.1%, from $27M to $35M.
Where does William C. Smith & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
William C. Smith & Co. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to William C. Smith & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly & Picerne, Inc. Savings & Retirement Plan in RI ($27M, 427 participants).
Which 401(k) plans cover a similar participant headcount to William C. Smith & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Business Media, Inc. 401(k) Plan in TN (533 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521092879.

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.