401(k) · DOL Form 5500 · 2023

R.a. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
223
Participants Below avg headcount
86th
Percentile by assets National rank
$228,346
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R.a. Smith, Inc. 401(k) Plan · Sponsored by R.a. Smith, Inc. · Wisconsin · Professional & Technical Services

$51M in assets, 223 participants

R.a. Smith, Inc.'s R.a. Smith, Inc. 401(k) Plan reported $51M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,637 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

R.a. Smith, Inc. 401(k) Plan covers 223 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $51M.

#17,637
in Professional & Technical Services (20,321 peers)
+12.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

R.a. Smith, Inc. 401(k) Plan's outsized position by total assets

R.a. Smith, Inc. 401(k) Plan vs every filed plan by assets

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

$50,921,235 Top 14% higher than 86% 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

R.a. Smith, Inc. 401(k) Plan 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. R.a. Smith, Inc. 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.a. Smith, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • R.a. Smith, Inc. 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • R.a. Smith, Inc. 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391318572 · R.a. Smith, Inc. PY 2023 · 401(k)

R.a. Smith, Inc. 401(k) Plan · $51M · 223 · 86th

  • RANK $51M
  • RANK 223
  • RANK 86th
  • RANK 401(k)
  • RANK near Hibbett, Inc. 401(k) Profit Sharing Plan
  • RANK ind #17637

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 Wisconsin →

R.a. Smith, Inc. 401(k) Plan in the asset neighbourhood

Castellini Employee Savings and Profit Sharing PlanCastellini Employee Savings …$51MVoestalpine Railway Systems Nortrak LLC 401(k) Retirement PlanVoestalpine Railway Systems …$51MR.a. Smith, Inc. 401(k) Plan$51MHibbett, Inc. 401(k) Profit Sharing PlanHibbett, Inc. 401(k) Profit …$51MUrology America Mso 401(k) PlanUrology America Mso 401(k) P…$51M
End-of-year total assets ($M) among R.a. Smith, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$51M
Net Income$5M
Employer EIN391318572
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.a. Smith, Inc.)

Sponsor-wide plan assets over time

All R.a. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 22.965177821113766% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.5M $55.9M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 213 $45M
2023 1 223 $51M
2024 1 216 $56M

Nearby 401(k) Plans in Wisconsin

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

R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants R.a. Smith, Inc. 401(k) Plan, Total assets ($B): 0.050921235 · Participants: 223R.a. Smith, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare R.a. Smith, Inc. 401(k) Plan side-by-side with 3 peers →

R.a. Smith, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hibbett, Inc. 401(k) Profit Sharing Plan in AL ($51M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 R.a. Smith, Inc. 401(k) Plan assets move in 2023? ▼
R.a. Smith, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $45M to $51M. Reported net income was $5M.
How have R.a. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a. Smith, Inc.'s sponsor-wide assets grew 23.0%, from $45M to $56M.
Where does R.a. Smith, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R.a. Smith, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hibbett, Inc. 401(k) Profit Sharing Plan in AL ($51M, 5,044 participants).
Which 401(k) plans cover a similar participant headcount to R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 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 391318572.

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.