401(k) · DOL Form 5500 · 2023

Robert a. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
112
Participants Small participant base
63rd
Percentile by assets National rank
$108,638
Avg per participant Below avg balance/head
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Official DOL plan name: Bob Smith Bmw/Mini 401(k) Plan · Sponsored by Robert a. Smith, Inc. · California · Retail Trade

$12M in assets, 112 participants

Robert a. Smith, Inc.'s Bob Smith Bmw/Mini 401(k) Plan reported $12M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,200 in Retail Trade (8,414 peers)

Coverage in California

Bob Smith Bmw/Mini 401(k) Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $12M.

#6,200
in Retail Trade (8,414 peers)
+17.6%
assets growth YoY

Bob Smith Bmw/Mini 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Bob Smith Bmw/Mini 401(k) Plan vs every filed plan by assets

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

$12,167,490 Top 37% higher than 63% 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

Bob Smith Bmw/Mini 401(k) 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. Bob Smith Bmw/Mini 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bob Smith Bmw/Mini 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bob Smith Bmw/Mini 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Bob Smith Bmw/Mini 401(k) Plan reported participants fell from 122 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951904354 · Robert a. Smith, Inc. PY 2023 · 401(k)

Bob Smith Bmw/Mini 401(k) Plan · $12M · 112 · 63rd

  • 5500 $12M
  • ASSETS 112
  • PCT 63rd
  • EIN 401(k)
  • RANK near Chalk Mountain Services of Texas, LLC 401(k) Plan
  • PHOTO ind #6200

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 Retail Trade retirement plans → · Plans in California →

Bob Smith Bmw/Mini 401(k) Plan in the asset neighbourhood

Bob Smith Bmw/Mini 401(k) PlanBob Smith Bmw/Mini 401(k) Pl…$12MChalk Mountain Services of Texas, LLC 401(k) PlanChalk Mountain Services of T…$12MAinsworth Game Technology Inc. Retirement Plan & TrustAinsworth Game Technology In…$12MSouthern Copper & Supply Co, Inc 401(k) Profit Sharing PlanSouthern Copper & Supply Co,…$12MAubrey Silvey Enterprises, Inc. 401(k) PlanAubrey Silvey Enterprises, I…$12M
End-of-year total assets ($M) among Bob Smith Bmw/Mini 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN951904354
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert a. Smith, Inc.)

Sponsor-wide plan assets over time

All Robert a. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.340683237979455% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14.5M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 122 $10M
2023 1 112 $12M
2024 1 113 $15M

Nearby 401(k) Plans in California

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

Bob Smith Bmw/Mini 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bob Smith Bmw/Mini 401(k) Plan, Total assets ($B): 0.01216749 · Participants: 112Bob Smith Bmw/Mini 401(k) PlanWells 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
Bob Smith Bmw/Mini 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bob Smith Bmw/Mini 401(k) Plan side-by-side with 3 peers →

Bob Smith Bmw/Mini 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chalk Mountain Services of Texas, LLC 401(k) Plan in TX ($12M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Bob Smith Bmw/Mini 401(k) Plan assets move in 2023? ▼
Bob Smith Bmw/Mini 401(k) Plan grew sharply - up 17.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Robert a. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert a. Smith, Inc.'s sponsor-wide assets grew 40.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Bob Smith Bmw/Mini 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chalk Mountain Services of Texas, LLC 401(k) Plan in TX ($12M, 697 participants).
Which 401(k) plans cover a similar participant headcount to Bob Smith Bmw/Mini 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 951904354.

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.