401(k) · DOL Form 5500 · 2023

Phil Smith Management, Inc. Dba Phil Smith Automotive Group 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,040
Participants Near avg headcount
70th
Percentile by assets National rank
$16,758
Avg per participant Low balance/head
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Official DOL plan name: Phil Smith Automotive Group 401(k) Plan · Sponsored by Phil Smith Management, Inc. Dba Phil Smith Automotive Group · Florida · Retail Trade

$17M in assets, 1,040 participants

Phil Smith Management, Inc. Dba Phil Smith Automotive Group's Phil Smith Automotive Group 401(k) Plan reported $17M in total assets and 1,040 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,790 in Retail Trade (8,414 peers)

Phil Smith Management, Inc. Dba Phil Smith Automotive Group multi-year trail

Phil Smith Management, Inc. Dba Phil Smith Automotive Group's plans moved +29.0% in assets from 2022 to 2024; this filing shows Phil Smith Automotive Group 401(k) Plan at $17M / 1,040 participants.

#6,790
in Retail Trade (8,414 peers)
+12.5%
assets growth YoY

Phil Smith Automotive Group 401(k) Plan's outsized position by total assets

Phil Smith Automotive Group 401(k) Plan vs every filed plan by assets

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

$17,427,820 Top 30% higher than 70% 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

Phil Smith Automotive Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phil Smith Automotive Group 401(k) Plan lands in the large band (1,040 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phil Smith Automotive Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phil Smith Automotive Group 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Phil Smith Automotive Group 401(k) Plan reported participants rose from 964 in the plan year 2022 filing to 1,040 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650838041 · Phil Smith Management, Inc. Dba Phil Smith Automotive Group PY 2023 · 401(k)

Phil Smith Automotive Group 401(k) Plan · $17M · 1,040 · 70th

  • EOY $17M
  • 5500 1,040
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan
  • RANK ind #6790

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 Retail Trade retirement plans → · Plans in Florida →

Phil Smith Automotive Group 401(k) Plan in the asset neighbourhood

Phil Smith Automotive Group 401(k) PlanPhil Smith Automotive Group …$17MKanawha Stone Company, Inc. & Affiliates Profit Sharing PlanKanawha Stone Company, Inc. …$17MBarker Automotive Family Employee Savings and Retirement PlanBarker Automotive Family Emp…$17MThe Paskenta Band of Nomlaki Indians Enterprise 401(k) PlanThe Paskenta Band of Nomlaki…$17MEugenus 401(k) Plan$17M
End-of-year total assets ($M) among Phil Smith Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phil Smith Management, Inc. Dba Phil Smith Automotive Group multi-year asset trail

Sponsor-wide plan assets over time

All Phil Smith Management, Inc. Dba Phil Smith Automotive Group plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.96209504684371% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $20M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 964 $15M
2023 1 1,040 $17M
2024 1 842 $20M

Phil Smith Management, Inc. Dba Phil Smith Automotive Group filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN650838041
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Phil Smith Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Phil Smith Automotive Group 401(k) Plan, Total assets ($B): 0.01742782 · Participants: 1040Phil Smith Automotive Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Phil Smith Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Phil Smith Automotive Group 401(k) Plan side-by-side with 3 peers →

Phil Smith Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan in WV ($17M); by covered participants it is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (1,040 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,040 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 Phil Smith Automotive Group 401(k) Plan assets move in 2023? ▼
Phil Smith Automotive Group 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $15M to $17M. Reported net income was $2M.
How have Phil Smith Management, Inc. Dba Phil Smith Automotive Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phil Smith Management, Inc. Dba Phil Smith Automotive Group's sponsor-wide assets grew 29.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Phil Smith Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan in WV ($17M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Phil Smith Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (1,040 participants, $20M 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 650838041.

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.