401(k) · DOL Form 5500 · 2023

Smith Duggan Buell & Rufo LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
28
Participants Small participant base
63rd
Percentile by assets National rank
$444,841
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan · Sponsored by Smith Duggan Buell & Rufo LLP · Massachusetts · Professional & Technical Services

$12M in assets, 28 participants

Smith Duggan Buell & Rufo LLP's Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan reported $12M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,684 in Professional & Technical Services (20,321 peers)

Smith Duggan Buell & Rufo LLP multi-year trail

Smith Duggan Buell & Rufo LLP's plans moved +44.9% in assets from 2022 to 2024; this filing shows Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan at $12M / 28 participants.

#12,684
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,455,538 Top 37% higher than 63% 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 Duggan Buell & Rufo LLP 401(k) Profit Sharing 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. Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan reported participants fell from 31 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043067315 · Smith Duggan Buell & Rufo LLP PY 2023 · 401(k)

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan · $12M · 28 · 63rd

  • VS-ST $12M
  • VS-ST 28
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Burlington Automotive Group Profit Sharing Plan
  • VS-ST ind #12684

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 Massachusetts →

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing PlanSmith Duggan Buell & Rufo LL…$12MBurlington Automotive Group Profit Sharing PlanBurlington Automotive Group …$12MKrehbiel & Associates Deferred Profit Sharing PlanKrehbiel & Associates Deferr…$12MEuclidean Capital, LLC 401(k) Retirement PlanEuclidean Capital, LLC 401(k…$12MCushing, Morris, Armbruster & Montgomery, LLP 401(k) Profit Sharing PlanCushing, Morris, Armbruster …$12M
End-of-year total assets ($M) among Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith Duggan Buell & Rufo LLP multi-year asset trail

Sponsor-wide plan assets over time

All Smith Duggan Buell & Rufo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$15M 44.88618247742601% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $14.7M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 31 $10M
2023 1 28 $12M
2024 1 34 $15M

Smith Duggan Buell & Rufo LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN043067315
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.012455538 · Participants: 28Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Burlington Automotive Group Profit Sharing Plan in NJ ($12M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan grew sharply - up 22.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Smith Duggan Buell & Rufo LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Duggan Buell & Rufo LLP's sponsor-wide assets grew 44.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burlington Automotive Group Profit Sharing Plan in NJ ($12M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Smith Duggan Buell & Rufo LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 043067315.

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.