401(k) · DOL Form 5500 · 2023

Smithers-Oasis Company 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
246
Participants Below avg headcount
82nd
Percentile by assets National rank
$154,534
Avg per participant Above avg balance/head
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Official DOL plan name: Smithers-Oasis Company Retirement Savings Plan · Sponsored by Smithers-Oasis Company · Ohio · Manufacturing

$38M in assets, 246 participants

Smithers-Oasis Company's Smithers-Oasis Company Retirement Savings Plan reported $38M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,041 in Manufacturing (18,722 peers)

Coverage in Ohio

Smithers-Oasis Company Retirement Savings Plan covers 246 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#14,041
in Manufacturing (18,722 peers)
+8.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Smithers-Oasis Company Retirement Savings Plan's outsized position by total assets

Smithers-Oasis Company Retirement Savings Plan vs every filed plan by assets

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

$38,015,418 Top 18% higher than 82% 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

Smithers-Oasis Company Retirement Savings 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. Smithers-Oasis Company Retirement Savings Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smithers-Oasis Company Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smithers-Oasis Company Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Smithers-Oasis Company Retirement Savings Plan reported participants rose from 232 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341536399 · Smithers-Oasis Company PY 2023 · 401(k)

Smithers-Oasis Company Retirement Savings Plan · $38M · 246 · 82nd

  • SCH $38M
  • EBSA 246
  • PART 82nd
  • TYPE 401(k)
  • NET near Sti Holdings, Inc. 401(k) Plan
  • BOOK ind #14041

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 Ohio →

Smithers-Oasis Company Retirement Savings Plan in the asset neighbourhood

Smithers-Oasis Company Retirement Savings PlanSmithers-Oasis Company Retir…$38MSti Holdings, Inc. 401(k) PlanSti Holdings, Inc. 401(k) Pl…$38MComputer Generated Solutions, Inc. 401(k) Retirement Savings PlanComputer Generated Solutions…$38MTalking Rain 401 (K) Retirement Plan and TrustTalking Rain 401 (K) Retirem…$38MUnique Vacations, Inc. 401(k) Profit Sharing PlanUnique Vacations, Inc. 401(k…$38M
End-of-year total assets ($M) among Smithers-Oasis Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN341536399
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smithers-Oasis Company)

Sponsor-wide plan assets over time

All Smithers-Oasis Company plans reported in each filing year

Latest sponsor-wide plan assets
$42M 20.39300288799239% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35M $42.1M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 232 $35M
2023 1 246 $38M
2024 1 257 $42M

Nearby 401(k) Plans in Ohio

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

Smithers-Oasis Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Smithers-Oasis Company Retirement Savings Plan, Total assets ($B): 0.038015418 · Participants: 246Smithers-Oasis Company Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Smithers-Oasis Company Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Smithers-Oasis Company Retirement Savings Plan side-by-side with 3 peers →

Smithers-Oasis Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sti Holdings, Inc. 401(k) Plan in WI ($38M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Smithers-Oasis Company Retirement Savings Plan assets move in 2023? ▼
Smithers-Oasis Company Retirement Savings Plan grew at a solid clip - up 8.6% during 2023, from $35M to $38M. Reported net income was $3M.
How have Smithers-Oasis Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smithers-Oasis Company's sponsor-wide assets grew 20.4%, from $35M to $42M.
Where does Smithers-Oasis Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Smithers-Oasis Company Retirement Savings Plan ranks in the 82nd 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 Smithers-Oasis Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sti Holdings, Inc. 401(k) Plan in WI ($38M, 1,290 participants).
Which 401(k) plans cover a similar participant headcount to Smithers-Oasis Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 341536399.

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.