401(k) · DOL Form 5500 · 2023

Smith Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
456
Participants Below avg headcount
45th
Percentile by assets National rank
$11,551
Avg per participant Low balance/head
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Official DOL plan name: Joseph Smith & Sons, Inc. 401(k) Ps Plan · Sponsored by Smith Industries, Inc. · Maryland · Manufacturing

$5M in assets, 456 participants

Smith Industries, Inc.'s Joseph Smith & Sons, Inc. 401(k) Ps Plan reported $5M in total assets and 456 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,355 in Manufacturing (18,722 peers)

Coverage in Maryland

Joseph Smith & Sons, Inc. 401(k) Ps Plan covers 456 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

#5,355
in Manufacturing (18,722 peers)
+26.9%
assets growth YoY

Joseph Smith & Sons, Inc. 401(k) Ps Plan's mid-pack asset rank among Manufacturing and all filers

Joseph Smith & Sons, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$5,267,312 45th percentile higher than 45% 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

Joseph Smith & Sons, Inc. 401(k) Ps 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. Joseph Smith & Sons, Inc. 401(k) Ps Plan sits mid-pack in the medium band (456 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Smith & Sons, Inc. 401(k) Ps Plan reported net income rose from -$747K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Joseph Smith & Sons, Inc. 401(k) Ps Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Joseph Smith & Sons, Inc. 401(k) Ps Plan reported participants rose from 422 in the plan year 2022 filing to 456 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521434535 · Smith Industries, Inc. PY 2023 · 401(k)

Joseph Smith & Sons, Inc. 401(k) Ps Plan · $5M · 456 · 45th

  • PHOTO $5M
  • IND 456
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Trllc 401(k)
  • PCT ind #5355

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 Maryland →

Joseph Smith & Sons, Inc. 401(k) Ps Plan in the asset neighbourhood

Joseph Smith & Sons, Inc. 401(k) Ps PlanJoseph Smith & Sons, Inc. 40…$5MTrllc 401(k)$5MFischer USA Stainless Steel Tubing, Inc.Fischer USA Stainless Steel …$5MConnecticut Science Center, Inc 401(k) PlanConnecticut Science Center, …$5MRgw Equipment Sales, LLC 401(k) Profit Sharing PlanRgw Equipment Sales, LLC 401…$5M
End-of-year total assets ($M) among Joseph Smith & Sons, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN521434535
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Industries, Inc.)

Sponsor-wide plan assets over time

All Smith Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.37477494836608% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.15M $6.16M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 422 $4M
2023 1 456 $5M
2024 1 494 $6M

Nearby 401(k) Plans in Maryland

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

Joseph Smith & Sons, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Joseph Smith & Sons, Inc. 401(k) Ps Plan, Total assets ($B): 0.005267312 · Participants: 456Joseph Smith & Sons, Inc. 401(k) Ps PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Joseph Smith & Sons, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Joseph Smith & Sons, Inc. 401(k) Ps Plan side-by-side with 3 peers →

Joseph Smith & Sons, Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Trllc 401(k) in MS ($5M); by covered participants it is Healthhelp 401(k) Retirement Plan in TX (456 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (456 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 Joseph Smith & Sons, Inc. 401(k) Ps Plan assets move in 2023? ▼
Joseph Smith & Sons, Inc. 401(k) Ps Plan grew sharply - up 26.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Smith Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Industries, Inc.'s sponsor-wide assets grew 48.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Joseph Smith & Sons, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trllc 401(k) in MS ($5M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Smith & Sons, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthhelp 401(k) Retirement Plan in TX (456 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 521434535.

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.