401(k) · DOL Form 5500 · 2023
The Smead Manufacturing Company 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 589
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $201,063
- Avg per participant Above avg balance/head
Official DOL plan name: The Smead Manufacturing Company Employees' Investment Plan and Trust · Sponsored by The Smead Manufacturing Company · Minnesota · Manufacturing
$118M in assets, 589 participants
The Smead Manufacturing Company's The Smead Manufacturing Company Employees' Investment Plan and Trust reported $118M in total assets and 589 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,533 in Manufacturing (18,722 peers)
Where The Smead Manufacturing Company Employees' Investment Plan and Trust sits by assets
The Smead Manufacturing Company Employees' Investment Plan and Trust sits in the top 10% of all filed plans by assets, $118M for 589 participants (~$201,063/participant), up 9.1% in 2023.
- #16,533
- in Manufacturing (18,722 peers)
- +9.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Smead Manufacturing Company Employees' Investment Plan and Trust's outsized position by total assets
The Smead Manufacturing Company Employees' Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,425,867 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Smead Manufacturing Company Employees' Investment Plan and Trust 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. The Smead Manufacturing Company Employees' Investment Plan and Trust sits mid-pack in the medium band (589 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Smead Manufacturing Company Employees' Investment Plan and Trust reported net income rose from -$20M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- The Smead Manufacturing Company Employees' Investment Plan and Trust end-of-year assets rose from $109M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- The Smead Manufacturing Company Employees' Investment Plan and Trust reported participants rose from 577 in the plan year 2022 filing to 589 in the plan year 2023 filing.
DOL schedule card
Filing strip 410543420 · The Smead Manufacturing Company PY 2023 · 401(k)
The Smead Manufacturing Company Employees' Investment Plan and Trust · $118M · 589 · 92nd
- PHOTO $118M
- PHOTO 589
- PHOTO 92nd
- PHOTO 401(k)
- PHOTO near The Vanderweil Companies Savings Plan
- PHOTO ind #16533
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 Manufacturing retirement plans → · Plans in Minnesota →
The Smead Manufacturing Company Employees' Investment Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $10M |
| Employer EIN | 410543420 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Smead Manufacturing Company)
Sponsor-wide plan assets over time
All The Smead Manufacturing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 9.791758733356385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 577 | $109M |
| 2023 | 1 | 589 | $118M |
| 2024 | 1 | 588 | $119M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
The Smead Manufacturing Company Employees' Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is The Vanderweil Companies Savings Plan in MA ($118M); by covered participants it is Young Innovations, Inc. 401(k) Program in IL (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- The Vanderweil Companies Savings Plan (MA) $118M · 427
- Tucker Ellis LLP Retirement Savings Plan (OH) $118M · 297
- Lowenstein Sandler 1992 401(k) Plan (NJ) $118M · 370
- Wyatt, Tarrant & Combs, LLP Profit Sharing Plan (KY) $118M · 188
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- Young Innovations, Inc. 401(k) Program (IL) 589 · 0 off
- Wilson Bank and Trust Company 401(k) Plan (TN) 589 · 0 off
- Remitly, Inc. 401(k) Plan (WA) 589 · 0 off
- Csl Berkshire Operating Company, LLC 401(k) Plan (CA) 589 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.