401(k) · DOL Form 5500 · 2023
Smithgroup Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $290M
- Total assets Near avg plan size
- 1,361
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $213,347
- Avg per participant Above avg balance/head
Official DOL plan name: The Smithgroup Retirement Accumulation Plan · Sponsored by Smithgroup Companies, Inc. · Michigan · Professional & Technical Services
$290M in assets, 1,361 participants
Smithgroup Companies, Inc.'s The Smithgroup Retirement Accumulation Plan reported $290M in total assets and 1,361 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,732 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
The Smithgroup Retirement Accumulation Plan covers 1,361 participants in Michigan, 2.1x the typical Michigan plan (state average ~638 per filing). Assets: $290M.
- #19,732
- in Professional & Technical Services (20,321 peers)
- +25.0%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
The Smithgroup Retirement Accumulation Plan's outsized position by total assets
The Smithgroup Retirement Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$290,364,652 Top 4% higher than 96% 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
The Smithgroup Retirement Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Smithgroup Retirement Accumulation Plan lands in the large band (1,361 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Smithgroup Retirement Accumulation Plan reported net income rose from -$54M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- The Smithgroup Retirement Accumulation Plan end-of-year assets rose from $232M in the plan year 2022 filing to $290M in the plan year 2023 filing.
- The Smithgroup Retirement Accumulation Plan reported participants rose from 1,210 in the plan year 2022 filing to 1,361 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382247428 · Smithgroup Companies, Inc. PY 2023 · 401(k)
The Smithgroup Retirement Accumulation Plan · $290M · 1,361 · 96th
- PHOTO $290M
- IND 1,361
- EOY 96th
- 5500 401(k)
- ASSETS near Boston Beer Company 401(k) Plan
- PCT ind #19732
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 Michigan →
The Smithgroup Retirement Accumulation Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $290M |
| Net Income | $58M |
| Employer EIN | 382247428 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smithgroup Companies, Inc.)
Sponsor-wide plan assets over time
All Smithgroup Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $335M 44.313580874962604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,210 | $232M |
| 2023 | 1 | 1,361 | $290M |
| 2024 | 1 | 1,423 | $335M |
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
The Smithgroup Retirement Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Boston Beer Company 401(k) Plan in MA ($290M); by covered participants it is Snider Tire, Inc. Profit Sharing and Salary Deferral Savings Plan in SC (1,361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($290M here).
- Boston Beer Company 401(k) Plan (MA) $290M · 2,657
- Axia Women's Health 401(k) Profit Sharing Plan (NJ) $291M · 2,391
- Virginia Hospital Center 401(k) Plan (VA) $291M · 3,543
- Texas Mutual Insurance Company Retirement Savings Plan (TX) $291M · 985
Similar participant headcount
Nearest other-state filings by covered participants (1,361 participants); asset peers above are excluded.
- Snider Tire, Inc. Profit Sharing and Salary Deferral Savings Plan (SC) 1,361 · 0 off
- Swca, Inc. 401(k) Plan (AZ) 1,361 · 0 off
- Grade a Market, Incorporated 401(k) Plan (CT) 1,361 · 0 off
- The Lakeland Group Retirement Savings Plan (VA) 1,361 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.