401(k) · DOL Form 5500 · 2023

Douglas F. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$594,526
Avg per participant High balance/head
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Official DOL plan name: Douglas F. Smith, Inc., Profit Sharing Plan and Trust · Sponsored by Douglas F. Smith, Inc. · Utah · Healthcare & Social Assistance

$2M in assets, 4 participants

Douglas F. Smith, Inc.'s Douglas F. Smith, Inc., Profit Sharing Plan and Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,684 in Healthcare & Social Assistance (17,684 peers)

Douglas F. Smith, Inc. multi-year trail

Douglas F. Smith, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Douglas F. Smith, Inc., Profit Sharing Plan and Trust at $2M / 4 participants.

#5,684
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Douglas F. Smith, Inc., Profit Sharing Plan and Trust among the smaller filed plans by assets

Douglas F. Smith, Inc., Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,378,103 33rd percentile higher than 33% 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

Douglas F. Smith, Inc., Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Douglas F. Smith, Inc., Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Douglas F. Smith, Inc., Profit Sharing Plan and Trust reported net income rose from -$163K in the plan year 2022 filing to $348K in the plan year 2023 filing.
  • Douglas F. Smith, Inc., Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870669603 · Douglas F. Smith, Inc. PY 2023 · 401(k)

Douglas F. Smith, Inc., Profit Sharing Plan and Trust · $2M · 4 · 33rd

  • EIN $2M
  • RANK 4
  • PHOTO 33rd
  • IND 401(k)
  • EOY near Two Roses Salon 1, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5684

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Douglas F. Smith, Inc., Profit Sharing Plan and Trust in the asset neighbourhood

Douglas F. Smith, Inc., Profit Sharing Plan and TrustDouglas F. Smith, Inc., Prof…$2MTwo Roses Salon 1, Inc. 401(k) Profit Sharing PlanTwo Roses Salon 1, Inc. 401(…$2MDarbun Enterprises, Inc. Dba All Saints Health Care 401(k) PlanDarbun Enterprises, Inc. Dba…$2MBradyk Investments, Inc. 401(k) PlanBradyk Investments, Inc. 401…$2MScelr, Inc. 401(k) Profit Sharing PlanScelr, Inc. 401(k) Profit Sh…$2M
End-of-year total assets ($M) among Douglas F. Smith, Inc., Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Douglas F. Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Douglas F. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.729202718539% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.03M $2.74M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 6 $3M

Douglas F. Smith, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$348K
Employer EIN870669603
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Douglas F. Smith, Inc., Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Douglas F. Smith, Inc., Profit Sharing Plan and Trust, Total assets ($B): 0.002378103 · Participants: 4Douglas F. Smith, Inc., Profit Sharing Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Douglas F. Smith, Inc., Profit Sharing Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Douglas F. Smith, Inc., Profit Sharing Plan and Trust side-by-side with 3 peers →

Douglas F. Smith, Inc., Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Two Roses Salon 1, Inc. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Douglas F. Smith, Inc., Profit Sharing Plan and Trust assets move in 2023? ▼
Douglas F. Smith, Inc., Profit Sharing Plan and Trust grew sharply - up 17.1% during 2023, from $2M to $2M. Reported net income was $348K.
How have Douglas F. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglas F. Smith, Inc.'s sponsor-wide assets grew 34.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Douglas F. Smith, Inc., Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Two Roses Salon 1, Inc. 401(k) Profit Sharing Plan in TX ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Douglas F. Smith, Inc., Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 870669603.

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.