401(k) · DOL Form 5500 · 2023

Smith, Gambrell & Russell, LLP 401(k) Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
439
Participants Below avg headcount
95th
Percentile by assets National rank
$522,149
Avg per participant High balance/head
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Official DOL plan name: Smith, Gambrell & Russell, LLP 401(k) Retirement Plan · Sponsored by Smith, Gambrell & Russell, LLP · Georgia · Professional & Technical Services

$229M in assets, 439 participants

Smith, Gambrell & Russell, LLP's Smith, Gambrell & Russell, LLP 401(k) Retirement Plan reported $229M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,586 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan covers 439 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $229M.

#19,586
in Professional & Technical Services (20,321 peers)
+33.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan's outsized position by total assets

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$229,223,196 Top 5% higher than 95% 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, Gambrell & Russell, LLP 401(k) Retirement 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, Gambrell & Russell, LLP 401(k) Retirement Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith, Gambrell & Russell, LLP 401(k) Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Smith, Gambrell & Russell, LLP 401(k) Retirement Plan end-of-year assets rose from $172M in the plan year 2022 filing to $229M in the plan year 2023 filing.
  • Smith, Gambrell & Russell, LLP 401(k) Retirement Plan reported participants rose from 421 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580967450 · Smith, Gambrell & Russell, LLP PY 2023 · 401(k)

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan · $229M · 439 · 95th

  • PCT $229M
  • EIN 439
  • RANK 95th
  • PHOTO 401(k)
  • IND near Banner Corporation 401(k)/Profit Sharing Plan
  • EOY ind #19586

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, Gambrell & Russell, LLP 401(k) Retirement Plan in the asset neighbourhood

Banner Corporation 401(k)/Profit Sharing PlanBanner Corporation 401(k)/Pr…$229MSmith, Gambrell & Russell, LLP 401(k) Retirement PlanSmith, Gambrell & Russell, L…$229MAtkore International Retirement Savings and Investment PlanAtkore International Retirem…$229MAmwtp Employee Investment PlanAmwtp Employee Investment Pl…$229MCelestica 401(k) Retirement PlanCelestica 401(k) Retirement …$229M
End-of-year total assets ($M) among Smith, Gambrell & Russell, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$229M
Net Income$57M
Employer EIN580967450
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith, Gambrell & Russell, LLP)

Sponsor-wide plan assets over time

All Smith, Gambrell & Russell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$266M 55.10835637010562% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $172M $266M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 421 $172M
2023 1 439 $229M
2024 1 556 $266M

Nearby 401(k) Plans in Georgia

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

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Smith, Gambrell & Russell, LLP 401(k) Retirement Plan, Total assets ($B): 0.229223196 · Participants: 439Smith, Gambrell & Russell, LLP 401(k) Retirement 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, Gambrell & Russell, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Smith, Gambrell & Russell, LLP 401(k) Retirement Plan side-by-side with 3 peers →

Smith, Gambrell & Russell, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Banner Corporation 401(k)/Profit Sharing Plan in WA ($229M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($229M here).

Similar participant headcount

Nearest other-state filings by covered participants (439 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, Gambrell & Russell, LLP 401(k) Retirement Plan assets move in 2023? ▼
Smith, Gambrell & Russell, LLP 401(k) Retirement Plan surged - up 33.4% during 2023, from $172M to $229M. Reported net income was $57M.
How have Smith, Gambrell & Russell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Gambrell & Russell, LLP's sponsor-wide assets grew 55.1%, from $172M to $266M.
Where does Smith, Gambrell & Russell, LLP 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Smith, Gambrell & Russell, LLP 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Smith, Gambrell & Russell, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banner Corporation 401(k)/Profit Sharing Plan in WA ($229M, 1,921 participants).
Which 401(k) plans cover a similar participant headcount to Smith, Gambrell & Russell, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 580967450.

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.