Profit Sharing · DOL Form 5500 · 2023

Jack T. Smith Consulting Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$921,037
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jack T. Smith Profit Sharing Plan & Trust · Sponsored by Jack T. Smith Consulting · Texas · Professional & Technical Services

$2M in assets, 2 participants

Jack T. Smith Consulting's Jack T. Smith Profit Sharing Plan & Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,137 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jack T. Smith Profit Sharing Plan & Trust holds $2M for 2 participants - about $921,037 per participant, in the lower half of filed plans by assets.

#5,137
in Professional & Technical Services (20,321 peers)
+5.2%
assets growth YoY

Jack T. Smith Profit Sharing Plan & Trust among the smaller filed plans by assets

Jack T. Smith Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,842,073 30th percentile higher than 30% 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

Jack T. Smith Profit Sharing Plan & 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. Jack T. Smith Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack T. Smith Profit Sharing Plan & Trust reported net income rose from -$474 in the plan year 2022 filing to $90K in the plan year 2023 filing.
  • Jack T. Smith Profit Sharing Plan & 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 →

Plan-year Form 5500 strip

Filing strip 752916193 · Jack T. Smith Consulting PY 2023 · Profit Sharing

Jack T. Smith Profit Sharing Plan & Trust · $2M · 2 · 30th

  • PART $2M
  • PART 2
  • PART 30th
  • PART Profit Sharing
  • PART near Robert C. Brown, Jr. Profit Sharing Plan
  • PART ind #5137

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 Texas →

Jack T. Smith Profit Sharing Plan & Trust in the asset neighbourhood

Jack T. Smith Profit Sharing Plan & TrustJack T. Smith Profit Sharing…$2MRobert C. Brown, Jr. Profit Sharing PlanRobert C. Brown, Jr. Profit …$2MApr Industries Inc Profit Sharing PlanApr Industries Inc Profit Sh…$2MMaria I. Cardona Del Valle Retirement PlanMaria I. Cardona Del Valle R…$2MRehabilitation Services, Inc. Profit Sharing PlanRehabilitation Services, Inc…$2M
End-of-year total assets ($M) among Jack T. Smith Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$90K
Employer EIN752916193
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack T. Smith Consulting)

Sponsor-wide plan assets over time

All Jack T. Smith Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.189476797093457% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.75M $1.59M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jack T. Smith Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Jack T. Smith Profit Sharing Plan & Trust, Total assets ($B): 0.001842073 · Participants: 2Jack T. Smith Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Jack T. Smith Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Jack T. Smith Profit Sharing Plan & Trust side-by-side with 3 peers →

Jack T. Smith Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Robert C. Brown, Jr. Profit Sharing Plan in PA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jack T. Smith Profit Sharing Plan & Trust assets move in 2023? ▼
Jack T. Smith Profit Sharing Plan & Trust grew at a solid clip - up 5.2% during 2023, from $2M to $2M. Reported net income was $90K.
How have Jack T. Smith Consulting plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack T. Smith Consulting's sponsor-wide assets declined 9.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jack T. Smith Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert C. Brown, Jr. Profit Sharing Plan in PA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jack T. Smith Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 752916193.

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.