401(k) · DOL Form 5500 · 2023

Eric Smith Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$184,540
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eric Smith Associates, P.C. 401(k) Plan · Sponsored by Eric Smith Associates, P.C. · Colorado · Professional & Technical Services

$3M in assets, 14 participants

Eric Smith Associates, P.C.'s Eric Smith Associates, P.C. 401(k) Plan reported $3M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,142 in Professional & Technical Services (20,321 peers)

Eric Smith Associates, P.C. multi-year trail

Eric Smith Associates, P.C.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows Eric Smith Associates, P.C. 401(k) Plan at $3M / 14 participants.

#6,142
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY

Eric Smith Associates, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Eric Smith Associates, P.C. 401(k) Plan vs every filed plan by assets

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

$2,583,555 34th percentile higher than 34% 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

Eric Smith Associates, P.C. 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. Eric Smith Associates, P.C. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eric Smith Associates, P.C. 401(k) Plan reported net income rose from -$470K in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Eric Smith Associates, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Eric Smith Associates, P.C. 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841009968 · Eric Smith Associates, P.C. PY 2023 · 401(k)

Eric Smith Associates, P.C. 401(k) Plan · $3M · 14 · 34th

  • VS-ST $3M
  • VS-ST 14
  • VS-ST 34th
  • VS-ST 401(k)
  • VS-ST near Golf Course Specialists, Inc. 401(k) Plan
  • VS-ST ind #6142

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 Colorado →

Eric Smith Associates, P.C. 401(k) Plan in the asset neighbourhood

Eric Smith Associates, P.C. 401(k) PlanEric Smith Associates, P.C. …$3MGolf Course Specialists, Inc. 401(k) PlanGolf Course Specialists, Inc…$3MNfra 401(k) Plan$3MTop Aces Corp. 401(k) Plan$3MNational Healthcare Assoc Inc 401(k) Profit Sharing Plan & TrustNational Healthcare Assoc In…$3M
End-of-year total assets ($M) among Eric Smith Associates, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Eric Smith Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Eric Smith Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.04118971752151% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.14M $3.34M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 14 $3M
2024 1 13 $3M

Eric Smith Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$443K
Employer EIN841009968
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Eric Smith Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Eric Smith Associates, P.C. 401(k) Plan, Total assets ($B): 0.002583555 · Participants: 14Eric Smith Associates, P.C. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Eric Smith Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Eric Smith Associates, P.C. 401(k) Plan side-by-side with 3 peers →

Eric Smith Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Golf Course Specialists, Inc. 401(k) Plan in DC ($3M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Eric Smith Associates, P.C. 401(k) Plan assets move in 2023? ▼
Eric Smith Associates, P.C. 401(k) Plan grew sharply - up 20.7% during 2023, from $2M to $3M. Reported net income was $443K.
How have Eric Smith Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric Smith Associates, P.C.'s sponsor-wide assets grew 56.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Eric Smith Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golf Course Specialists, Inc. 401(k) Plan in DC ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Eric Smith Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 841009968.

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.