401(k) · DOL Form 5500 · 2023

Eastman & Smith Ltd. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
118
Participants Small participant base
91st
Percentile by assets National rank
$789,155
Avg per participant High balance/head
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Official DOL plan name: Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust · Sponsored by Eastman & Smith Ltd. · Ohio · Professional & Technical Services

$93M in assets, 118 participants

Eastman & Smith Ltd.'s Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust reported $93M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,693 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust covers 118 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $93M.

#18,693
in Professional & Technical Services (20,321 peers)
+12.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust's outsized position by total assets

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs every filed plan by assets

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

$93,120,267 Top 9% higher than 91% 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

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust 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. Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust end-of-year assets rose from $83M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust reported participants rose from 112 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 344404967 · Eastman & Smith Ltd. PY 2023 · 401(k)

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust · $93M · 118 · 91st

  • RANK $93M
  • RANK 118
  • RANK 91st
  • RANK 401(k)
  • RANK near Upwork Retirement Savings Plan
  • RANK ind #18693

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 Ohio →

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust in the asset neighbourhood

The Connectme 401(k) Plan$93MEastman & Smith Ltd. Profit Sharing and Savings Plan and TrustEastman & Smith Ltd. Profit …$93MUpwork Retirement Savings PlanUpwork Retirement Savings Pl…$93MMadison Dearborn Partners LLC Savings Incentive PlanMadison Dearborn Partners LL…$93MMethode Electronics, Inc. 401(k) Savings PlanMethode Electronics, Inc. 40…$93M
End-of-year total assets ($M) among Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$93M
Net Income$10M
Employer EIN344404967
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastman & Smith Ltd.)

Sponsor-wide plan assets over time

All Eastman & Smith Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 28.520629686608203% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.6M $106M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 112 $83M
2023 1 118 $93M
2024 1 121 $106M

Nearby 401(k) Plans in Ohio

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

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust, Total assets ($B): 0.093120267 · Participants: 118Eastman & Smith Ltd. Profit Sharing and Savings Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust side-by-side with 3 peers →

Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Upwork Retirement Savings Plan in CA ($93M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust assets move in 2023? ▼
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust grew at a solid clip - up 12.7% during 2023, from $83M to $93M. Reported net income was $10M.
How have Eastman & Smith Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastman & Smith Ltd.'s sponsor-wide assets grew 28.5%, from $83M to $106M.
Where does Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Upwork Retirement Savings Plan in CA ($93M, 867 participants).
Which 401(k) plans cover a similar participant headcount to Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 344404967.

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.