401(k) · DOL Form 5500 · 2023

Smith Tempel Blaha LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
44th
Percentile by assets National rank
$370,145
Avg per participant High balance/head
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Official DOL plan name: Smith Tempel Blaha LLC Incentive Savings Trust · Sponsored by Smith Tempel Blaha LLC · Georgia · Professional & Technical Services

$5M in assets, 13 participants

Smith Tempel Blaha LLC's Smith Tempel Blaha LLC Incentive Savings Trust reported $5M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,400 in Professional & Technical Services (20,321 peers)

Smith Tempel Blaha LLC multi-year trail

Smith Tempel Blaha LLC's plans moved +35.3% in assets from 2022 to 2024; this filing shows Smith Tempel Blaha LLC Incentive Savings Trust at $5M / 13 participants.

#8,400
in Professional & Technical Services (20,321 peers)
+22.2%
assets growth YoY

Smith Tempel Blaha LLC Incentive Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Smith Tempel Blaha LLC Incentive Savings Trust vs every filed plan by assets

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

$4,811,883 44th percentile higher than 44% 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 Tempel Blaha LLC Incentive Savings 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 Tempel Blaha LLC Incentive Savings Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Tempel Blaha LLC Incentive Savings Trust reported net income rose from -$641K in the plan year 2022 filing to $874K in the plan year 2023 filing.
  • Smith Tempel Blaha LLC Incentive Savings Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Smith Tempel Blaha LLC Incentive Savings Trust reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841617332 · Smith Tempel Blaha LLC PY 2023 · 401(k)

Smith Tempel Blaha LLC Incentive Savings Trust · $5M · 13 · 44th

  • IND $5M
  • EOY 13
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Snap, Inc. 401(k) Plan
  • EIN ind #8400

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 Georgia →

Smith Tempel Blaha LLC Incentive Savings Trust in the asset neighbourhood

Smith Tempel Blaha LLC Incentive Savings TrustSmith Tempel Blaha LLC Incen…$5MSnap, Inc. 401(k) Plan$5MBradford Preparatory School, Inc. 401(k) PlanBradford Preparatory School,…$5MCedar Valley Hospice Retirement PlanCedar Valley Hospice Retirem…$5MMnet Financial, LLC, Profit Sharing PlanMnet Financial, LLC, Profit …$5M
End-of-year total assets ($M) among Smith Tempel Blaha LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith Tempel Blaha LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smith Tempel Blaha LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.332115666035484% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.94M $5.33M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 13 $5M
2024 1 13 $5M

Smith Tempel Blaha LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$874K
Employer EIN841617332
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Smith Tempel Blaha LLC Incentive Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smith Tempel Blaha LLC Incentive Savings Trust, Total assets ($B): 0.004811883 · Participants: 13Smith Tempel Blaha LLC Incentive Savings TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Smith Tempel Blaha LLC Incentive Savings Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smith Tempel Blaha LLC Incentive Savings Trust side-by-side with 3 peers →

Smith Tempel Blaha LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Snap, Inc. 401(k) Plan in VA ($5M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Tempel Blaha LLC Incentive Savings Trust assets move in 2023? ▼
Smith Tempel Blaha LLC Incentive Savings Trust grew sharply - up 22.2% during 2023, from $4M to $5M. Reported net income was $874K.
How have Smith Tempel Blaha LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Tempel Blaha LLC's sponsor-wide assets grew 35.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Smith Tempel Blaha LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Snap, Inc. 401(k) Plan in VA ($5M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Smith Tempel Blaha LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 841617332.

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.