401(k) · DOL Form 5500 · 2023

E.W. Smith Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
59
Participants Small participant base
66th
Percentile by assets National rank
$240,688
Avg per participant Above avg balance/head
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Official DOL plan name: E.W. Smith Agency Retirement Savings Plan · Sponsored by E.W. Smith Agency, Inc. · Michigan · Finance & Insurance

$14M in assets, 59 participants

E.W. Smith Agency, Inc.'s E.W. Smith Agency Retirement Savings Plan reported $14M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,542 in Finance & Insurance (8,869 peers)

E.W. Smith Agency, Inc. multi-year trail

E.W. Smith Agency, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows E.W. Smith Agency Retirement Savings Plan at $14M / 59 participants.

#4,542
in Finance & Insurance (8,869 peers)
+23.6%
assets growth YoY

E.W. Smith Agency Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

E.W. Smith Agency Retirement Savings Plan vs every filed plan by assets

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

$14,200,609 Top 34% higher than 66% 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

E.W. Smith Agency Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.W. Smith Agency Retirement Savings Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.W. Smith Agency Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • E.W. Smith Agency Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • E.W. Smith Agency Retirement Savings Plan reported participants rose from 56 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381319616 · E.W. Smith Agency, Inc. PY 2023 · 401(k)

E.W. Smith Agency Retirement Savings Plan · $14M · 59 · 66th

  • NET $14M
  • NET 59
  • NET 66th
  • NET 401(k)
  • NET near The Management Trust Employee 401(k) Savings Plan
  • NET ind #4542

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 Finance & Insurance retirement plans → · Plans in Michigan →

E.W. Smith Agency Retirement Savings Plan in the asset neighbourhood

E.W. Smith Agency Retirement Savings PlanE.W. Smith Agency Retirement…$14MThe Management Trust Employee 401(k) Savings PlanThe Management Trust Employe…$14MWest Pac-Stone Employee Retirement PlanWest Pac-Stone Employee Reti…$14MUtah Valley Emergency Physicians, Inc. Profit Sharing PlanUtah Valley Emergency Physic…$14MFisher Island Club, Inc. 401(k) PlanFisher Island Club, Inc. 401…$14M
End-of-year total assets ($M) among E.W. Smith Agency Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

E.W. Smith Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All E.W. Smith Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.18298713154072% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.6M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 56 $11M
2023 1 59 $14M
2024 1 59 $17M

E.W. Smith Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN381319616
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants E.W. Smith Agency Retirement Savings Plan, Total assets ($B): 0.014200609 · Participants: 59E.W. Smith Agency Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare E.W. Smith Agency Retirement Savings Plan side-by-side with 3 peers →

E.W. Smith Agency Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Management Trust Employee 401(k) Savings Plan in CA ($14M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 E.W. Smith Agency Retirement Savings Plan assets move in 2023? ▼
E.W. Smith Agency Retirement Savings Plan grew sharply - up 23.6% during 2023, from $11M to $14M. Reported net income was $3M.
How have E.W. Smith Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.W. Smith Agency, Inc.'s sponsor-wide assets grew 44.2%, from $11M to $17M.
Which 401(k) plans are similar in size to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Management Trust Employee 401(k) Savings Plan in CA ($14M, 655 participants).
Which 401(k) plans cover a similar participant headcount to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 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 381319616.

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.