401(k) · DOL Form 5500 · 2023
Hall Booth Smith PC 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 647
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $122,642
- Avg per participant Near avg balance/head
Official DOL plan name: Hall Booth Smith PC 401(k) Plan · Sponsored by Hall Booth Smith PC · Georgia · Professional & Technical Services
$79M in assets, 647 participants
Hall Booth Smith PC's Hall Booth Smith PC 401(k) Plan reported $79M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,463 in Professional & Technical Services (20,321 peers)
Where Hall Booth Smith PC 401(k) Plan sits by assets
Hall Booth Smith PC 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 647 participants (~$122,642/participant), up 23.8% in 2023.
- #18,463
- in Professional & Technical Services (20,321 peers)
- +23.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Hall Booth Smith PC 401(k) Plan's outsized position by total assets
Hall Booth Smith PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,349,482 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hall Booth Smith PC 401(k) 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. Hall Booth Smith PC 401(k) Plan sits mid-pack in the medium band (647 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hall Booth Smith PC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Hall Booth Smith PC 401(k) Plan reported participants rose from 519 in the plan year 2022 filing to 647 in the plan year 2023 filing.
- Hall Booth Smith PC 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $79M in the plan year 2023 filing.
DOL schedule card
Filing strip 581852659 · Hall Booth Smith PC PY 2023 · 401(k)
Hall Booth Smith PC 401(k) Plan · $79M · 647 · 90th
- BOOK $79M
- BOOK 647
- BOOK 90th
- BOOK 401(k)
- BOOK near Ulteig Engineers, Inc. 401(k) Plan
- BOOK ind #18463
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 →
Hall Booth Smith PC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $15M |
| Employer EIN | 581852659 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hall Booth Smith PC)
Sponsor-wide plan assets over time
All Hall Booth Smith PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 45.802406619143746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $64M |
| 2023 | 1 | 647 | $79M |
| 2024 | 1 | 669 | $93M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Hall Booth Smith PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ulteig Engineers, Inc. 401(k) Plan in ND ($79M); by covered participants it is Thrive Mortgage 401(k) Plan in TX (647 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Ulteig Engineers, Inc. 401(k) Plan (ND) $79M · 930
- Hutchinson Regional Healthcare System Retirement (KS) $79M · 1,367
- Marcone Appliance Parts Center 401(k) Profit Sharing Plan (MO) $79M · 1,887
- VI-Jon Personal Choice 401(k) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan (MO) $79M · 1,241
Similar participant headcount
Nearest other-state filings by covered participants (647 participants); asset peers above are excluded.
- Thrive Mortgage 401(k) Plan (TX) 647 · 0 off
- Golden Svcs, LLC 401(k) Plan & Trust (TN) 647 · 0 off
- Whataburger of Alice 401(k) Plan (TX) 647 · 0 off
- Advanced Chemical Transport Inc (CA) 647 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.