401(k) · DOL Form 5500 · 2023

Smith and Howard Advisory LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
177
Participants Small participant base
79th
Percentile by assets National rank
$168,032
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Smith and Howard Advisory LLC 401(k) Profit Sharing Plan · Sponsored by Smith and Howard Advisory LLC · Georgia · Professional & Technical Services

$30M in assets, 177 participants

Smith and Howard Advisory LLC's Smith and Howard Advisory LLC 401(k) Profit Sharing Plan reported $30M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,178 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan covers 177 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $30M.

#16,178
in Professional & Technical Services (20,321 peers)
-1.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan's outsized position by total assets

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,741,749 Top 21% higher than 79% 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

Smith and Howard Advisory LLC 401(k) Profit Sharing 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. Smith and Howard Advisory LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (177 participants).

EBSA filing schedule strip

Filing strip 920749631 · Smith and Howard Advisory LLC PY 2023 · 401(k)

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan · $30M · 177 · 79th

  • NET $30M
  • BOOK 177
  • VS-ST 79th
  • BOY 401(k)
  • SCH near Industrial Info Resources, Inc. Employee Savings Plan
  • EBSA ind #16178

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 Georgia →

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Smith and Howard Advisory LLC 401(k) Profit Sharing PlanSmith and Howard Advisory LL…$30MIndustrial Info Resources, Inc. Employee Savings PlanIndustrial Info Resources, I…$30MThe Moscoe Group, Inc. 401(k) PlanThe Moscoe Group, Inc. 401(k…$30MClearcapital 401(k) Plan$30MCelia Corporation 401(k) Plan$30M
End-of-year total assets ($M) among Smith and Howard Advisory LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income-$461K
Employer EIN920749631
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smith and Howard Advisory LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.029741749 · Participants: 177Smith and Howard Advisory LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Smith and Howard Advisory LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smith and Howard Advisory LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Smith and Howard Advisory LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Industrial Info Resources, Inc. Employee Savings Plan in TX ($30M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Smith and Howard Advisory LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Smith and Howard Advisory LLC 401(k) Profit Sharing Plan edged down modestly - down 1.5% during 2023, from $30M to $30M. Reported net income was -$461K.
Where does Smith and Howard Advisory LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smith and Howard Advisory LLC 401(k) Profit Sharing Plan ranks in the 79th 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 Smith and Howard Advisory LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Info Resources, Inc. Employee Savings Plan in TX ($30M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Smith and Howard Advisory LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 920749631.

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.