401(k) · DOL Form 5500 · 2023

Smith Douglas Holdings LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
332
Participants Below avg headcount
72nd
Percentile by assets National rank
$58,592
Avg per participant Low balance/head
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Official DOL plan name: Smith Douglas Homes 401(k) Plan · Sponsored by Smith Douglas Holdings LLC · Georgia · Construction

$19M in assets, 332 participants

Smith Douglas Holdings LLC's Smith Douglas Homes 401(k) Plan reported $19M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,396 in Construction (9,030 peers)

Coverage in Georgia

Smith Douglas Homes 401(k) Plan covers 332 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#6,396
in Construction (9,030 peers)
+27.1%
assets growth YoY

Smith Douglas Homes 401(k) Plan's outsized position by total assets

Smith Douglas Homes 401(k) Plan vs every filed plan by assets

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

$19,452,601 Top 28% higher than 72% 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 Douglas Homes 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. Smith Douglas Homes 401(k) Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Douglas Homes 401(k) Plan reported net income rose from -$465K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Smith Douglas Homes 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Smith Douglas Homes 401(k) Plan reported participants rose from 311 in the plan year 2022 filing to 332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810981602 · Smith Douglas Holdings LLC PY 2023 · 401(k)

Smith Douglas Homes 401(k) Plan · $19M · 332 · 72nd

  • ASSETS $19M
  • PCT 332
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Agape Plastics 401(k) Plan
  • IND ind #6396

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 Construction retirement plans → · Plans in Georgia →

Smith Douglas Homes 401(k) Plan in the asset neighbourhood

Tis Insurance Services, Inc. 401(k) Profit SharingTis Insurance Services, Inc.…$19MSmith Douglas Homes 401(k) PlanSmith Douglas Homes 401(k) P…$19MAgape Plastics 401(k) Plan$19MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$19MNokian Tyres, Inc. 401(k) PlanNokian Tyres, Inc. 401(k) Pl…$19M
End-of-year total assets ($M) among Smith Douglas Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN810981602
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Douglas Holdings LLC)

Sponsor-wide plan assets over time

All Smith Douglas Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 54.89728231269213% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.7M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 311 $15M
2023 1 332 $19M
2024 1 382 $24M

Nearby 401(k) Plans in Georgia

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

Smith Douglas Homes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smith Douglas Homes 401(k) Plan, Total assets ($B): 0.019452601 · Participants: 332Smith Douglas Homes 401(k) PlanThe 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 Douglas Homes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smith Douglas Homes 401(k) Plan side-by-side with 3 peers →

Smith Douglas Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Agape Plastics 401(k) Plan in MI ($19M); by covered participants it is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Douglas Homes 401(k) Plan assets move in 2023? ▼
Smith Douglas Homes 401(k) Plan grew sharply - up 27.1% during 2023, from $15M to $19M. Reported net income was $4M.
How have Smith Douglas Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Douglas Holdings LLC's sponsor-wide assets grew 54.9%, from $15M to $24M.
Which 401(k) plans are similar in size to Smith Douglas Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agape Plastics 401(k) Plan in MI ($19M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Smith Douglas Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 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 810981602.

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.