401(k) · DOL Form 5500 · 2023

Smith Brothers of Berne, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
564
Participants Below avg headcount
73rd
Percentile by assets National rank
$36,637
Avg per participant Low balance/head
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Official DOL plan name: Smith Brothers of Berne Retirement Plan · Sponsored by Smith Brothers of Berne, Inc. · Indiana · Manufacturing

$21M in assets, 564 participants

Smith Brothers of Berne, Inc.'s Smith Brothers of Berne Retirement Plan reported $21M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,845 in Manufacturing (18,722 peers)

Smith Brothers of Berne, Inc. multi-year trail

Smith Brothers of Berne, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Smith Brothers of Berne Retirement Plan at $21M / 564 participants.

#11,845
in Manufacturing (18,722 peers)
+16.9%
assets growth YoY

Smith Brothers of Berne Retirement Plan's outsized position by total assets

Smith Brothers of Berne Retirement Plan vs every filed plan by assets

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

$20,663,234 Top 27% higher than 73% 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 Brothers of Berne Retirement 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 Brothers of Berne Retirement Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Brothers of Berne Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smith Brothers of Berne Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Smith Brothers of Berne Retirement Plan reported participants fell from 594 in the plan year 2022 filing to 564 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350663407 · Smith Brothers of Berne, Inc. PY 2023 · 401(k)

Smith Brothers of Berne Retirement Plan · $21M · 564 · 73rd

  • EBSA $21M
  • PART 564
  • TYPE 73rd
  • NET 401(k)
  • BOOK near Berg Capital Corporation Profit Sharing Plan
  • VS-ST ind #11845

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 Manufacturing retirement plans → · Plans in Indiana →

Smith Brothers of Berne Retirement Plan in the asset neighbourhood

Ndi Engineering Company 401(k) Profit Sharing PlanNdi Engineering Company 401(…$21MAdverum Biotechnologies, Inc. 401(k) PlanAdverum Biotechnologies, Inc…$21MSmith Brothers of Berne Retirement PlanSmith Brothers of Berne Reti…$21MBerg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$21MFlashpoint 401(k) Retirement Plan and TrustFlashpoint 401(k) Retirement…$21M
End-of-year total assets ($M) among Smith Brothers of Berne Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith Brothers of Berne, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Brothers of Berne, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 27.48612541167674% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $22.5M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 594 $18M
2023 1 564 $21M
2024 1 458 $23M

Smith Brothers of Berne, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN350663407
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Smith Brothers of Berne Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Smith Brothers of Berne Retirement Plan, Total assets ($B): 0.020663234 · Participants: 564Smith Brothers of Berne Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Smith Brothers of Berne Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Smith Brothers of Berne Retirement Plan side-by-side with 3 peers →

Smith Brothers of Berne Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Berg Capital Corporation Profit Sharing Plan in OR ($21M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Brothers of Berne Retirement Plan assets move in 2023? ▼
Smith Brothers of Berne Retirement Plan grew sharply - up 16.9% during 2023, from $18M to $21M. Reported net income was $3M.
How have Smith Brothers of Berne, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Brothers of Berne, Inc.'s sponsor-wide assets grew 27.5%, from $18M to $23M.
Which 401(k) plans are similar in size to Smith Brothers of Berne Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berg Capital Corporation Profit Sharing Plan in OR ($21M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Smith Brothers of Berne Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (564 participants, $4M 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 350663407.

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.