401(k) · DOL Form 5500 · 2023

Charles E. Smith Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
26
Participants Small participant base
51st
Percentile by assets National rank
$271,589
Avg per participant High balance/head
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Official DOL plan name: Charles E. Smith Management, LLC 401(k) Plan · Sponsored by Charles E. Smith Management, LLC · Virginia · Real Estate

$7M in assets, 26 participants

Charles E. Smith Management, LLC's Charles E. Smith Management, LLC 401(k) Plan reported $7M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,303 in Real Estate (4,727 peers)

What the 2023 filing shows

Charles E. Smith Management, LLC 401(k) Plan holds $7M for 26 participants - about $271,589 per participant, above the median plan by assets.

#3,303
in Real Estate (4,727 peers)
-4.9%
assets change YoY

The plan reported a net loss of $367K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles E. Smith Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Charles E. Smith Management, LLC 401(k) Plan vs every filed plan by assets

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

$7,061,311 Top 49% higher than 51% 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

Charles E. Smith Management, LLC 401(k) 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. Charles E. Smith Management, LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles E. Smith Management, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$367K in the plan year 2023 filing.
  • Charles E. Smith Management, LLC 401(k) Plan reported participants fell from 41 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Charles E. Smith Management, LLC 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520745065 · Charles E. Smith Management, LLC PY 2023 · 401(k)

Charles E. Smith Management, LLC 401(k) Plan · $7M · 26 · 51st

  • PHOTO $7M
  • IND 26
  • EOY 51st
  • 5500 401(k)
  • ASSETS near Beauchamp Distributing Company 401(k) Profit Sharing Plan
  • PCT ind #3303

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 Real Estate retirement plans → · Plans in Virginia →

Charles E. Smith Management, LLC 401(k) Plan in the asset neighbourhood

Charles E. Smith Management, LLC 401(k) PlanCharles E. Smith Management,…$7MBeauchamp Distributing Company 401(k) Profit Sharing PlanBeauchamp Distributing Compa…$7MReimbursement Consultants, Inc. Retirement Savings PlanReimbursement Consultants, I…$7MVisalia Ob/Gyn Medical Associates, Inc. 401(k) PlanVisalia Ob/Gyn Medical Assoc…$7MEnercorp 401(k) Plan$7M
End-of-year total assets ($M) among Charles E. Smith Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$367K
Employer EIN520745065
Plan Effective Date1961-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles E. Smith Management, LLC)

Sponsor-wide plan assets over time

All Charles E. Smith Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.94455028879511% vs 2022
2023 filing year
$7M$7.2M$7.4M$7.6M 20222023 $7.43M $7.06M ▼ -5.0%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 26 $7M

Nearby 401(k) Plans in Virginia

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

Charles E. Smith Management, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Charles E. Smith Management, LLC 401(k) Plan, Total assets ($B): 0.007061311 · Participants: 26Charles E. Smith Management, LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Charles E. Smith Management, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Charles E. Smith Management, LLC 401(k) Plan side-by-side with 3 peers →

Charles E. Smith Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Beauchamp Distributing Company 401(k) Profit Sharing Plan in CA ($7M); 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 Charles E. Smith Management, LLC 401(k) Plan assets move in 2023? ▼
Charles E. Smith Management, LLC 401(k) Plan edged down modestly - down 4.9% during 2023, from $7M to $7M. Reported net income was -$367K.
How have Charles E. Smith Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Charles E. Smith Management, LLC's sponsor-wide assets declined 4.9%, from $7M to $7M.
Which 401(k) plans are similar in size to Charles E. Smith Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beauchamp Distributing Company 401(k) Profit Sharing Plan in CA ($7M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Charles E. Smith Management, LLC 401(k) Plan? ▼
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 520745065.

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.