401(k) · DOL Form 5500 · 2023

Smith, Buss & Jacobs, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
26
Participants Small participant base
62nd
Percentile by assets National rank
$449,044
Avg per participant High balance/head
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Official DOL plan name: Smith, Buss & Jacobs, LLP Retirement Trust · Sponsored by Smith, Buss & Jacobs, LLP · New York · Professional & Technical Services

$12M in assets, 26 participants

Smith, Buss & Jacobs, LLP's Smith, Buss & Jacobs, LLP Retirement Trust reported $12M in total assets and 26 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.

  • #12,375 in Professional & Technical Services (20,321 peers)

Smith, Buss & Jacobs, LLP multi-year trail

Smith, Buss & Jacobs, LLP's plans moved +36.1% in assets from 2022 to 2024; this filing shows Smith, Buss & Jacobs, LLP Retirement Trust at $12M / 26 participants.

#12,375
in Professional & Technical Services (20,321 peers)
+21.9%
assets growth YoY

Smith, Buss & Jacobs, LLP Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Smith, Buss & Jacobs, LLP Retirement Trust vs every filed plan by assets

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

$11,675,150 Top 38% higher than 62% 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, Buss & Jacobs, LLP Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith, Buss & Jacobs, LLP Retirement Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith, Buss & Jacobs, LLP Retirement Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Smith, Buss & Jacobs, LLP Retirement Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Smith, Buss & Jacobs, LLP Retirement Trust reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133635379 · Smith, Buss & Jacobs, LLP PY 2023 · 401(k)

Smith, Buss & Jacobs, LLP Retirement Trust · $12M · 26 · 62nd

  • TYPE $12M
  • TYPE 26
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near SEIU Healthcare 1199nw 401(k) Plan
  • TYPE ind #12375

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 New York →

Smith, Buss & Jacobs, LLP Retirement Trust in the asset neighbourhood

Smith, Buss & Jacobs, LLP Retirement TrustSmith, Buss & Jacobs, LLP Re…$12MSEIU Healthcare 1199nw 401(k) PlanSEIU Healthcare 1199nw 401(k…$12MTomlinson Enterprises, Inc. Savings Investment PlanTomlinson Enterprises, Inc. …$12MSerge Global, Inc. Discretionary Contribution Retirement PlanSerge Global, Inc. Discretio…$12MUphealth, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Smith, Buss & Jacobs, LLP Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith, Buss & Jacobs, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Smith, Buss & Jacobs, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.14190136496857% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.58M $13M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 27 $10M
2023 1 26 $12M
2024 1 39 $13M

Smith, Buss & Jacobs, LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN133635379
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Smith, Buss & Jacobs, LLP Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Smith, Buss & Jacobs, LLP Retirement Trust, Total assets ($B): 0.01167515 · Participants: 26Smith, Buss & Jacobs, LLP Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Smith, Buss & Jacobs, LLP Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smith, Buss & Jacobs, LLP Retirement Trust side-by-side with 3 peers →

Smith, Buss & Jacobs, LLP Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is SEIU Healthcare 1199nw 401(k) Plan in WA ($12M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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, Buss & Jacobs, LLP Retirement Trust assets move in 2023? ▼
Smith, Buss & Jacobs, LLP Retirement Trust grew sharply - up 21.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Smith, Buss & Jacobs, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Buss & Jacobs, LLP's sponsor-wide assets grew 36.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Smith, Buss & Jacobs, LLP Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is SEIU Healthcare 1199nw 401(k) Plan in WA ($12M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Smith, Buss & Jacobs, LLP Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 133635379.

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.