401(k) · DOL Form 5500 · 2023
Stafford-Smith Inc 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $44,572
- Avg per participant Low balance/head
Official DOL plan name: Stafford-Smith, Inc. Retirement and Salary Deferral Plan · Sponsored by Stafford-Smith Inc · Michigan · Construction
$11M in assets, 258 participants
Stafford-Smith Inc's Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported $11M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,430 in Construction (9,030 peers)
Coverage in Michigan
Stafford-Smith, Inc. Retirement and Salary Deferral Plan covers 258 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $11M.
- #5,430
- in Construction (9,030 peers)
- +27.3%
- assets growth YoY
Stafford-Smith, Inc. Retirement and Salary Deferral Plan's mid-pack asset rank among Construction and all filers
Stafford-Smith, Inc. Retirement and Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,499,645 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stafford-Smith, Inc. Retirement and Salary Deferral 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. Stafford-Smith, Inc. Retirement and Salary Deferral Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported participants rose from 229 in the plan year 2022 filing to 258 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381059585 · Stafford-Smith Inc PY 2023 · 401(k)
Stafford-Smith, Inc. Retirement and Salary Deferral Plan · $11M · 258 · 62nd
- EOY $11M
- EOY 258
- EOY 62nd
- EOY 401(k)
- EOY near Tsd 401(k) Plan
- EOY ind #5430
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 Construction retirement plans → · Plans in Michigan →
Stafford-Smith, Inc. Retirement and Salary Deferral Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 381059585 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stafford-Smith Inc)
Sponsor-wide plan assets over time
All Stafford-Smith Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 48.15673618476149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $9M |
| 2023 | 1 | 258 | $11M |
| 2024 | 1 | 265 | $13M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Stafford-Smith, Inc. Retirement and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Tsd 401(k) Plan in MA ($11M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Tsd 401(k) Plan (MA) $11M · 77
- Chemical Weed Control, Inc. 401(k) Plan (TX) $11M · 174
- 403(b) Thrift Plan for Employees of Opportunity Village (NV) $11M · 503
- Upstate Community Medical, PC 401(k) Plan (NY) $12M · 119
Similar participant headcount
Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 258 · 0 off
- North Star Resource Group Salary Savings Plan and Trust (MN) 258 · 0 off
- Traditional Bank, Inc. 401(k) Profit Sharing Plan (KY) 258 · 0 off
- Noble Inc. 401(k) Profit Sharing Plan and Trust (IN) 258 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.