401(k) · DOL Form 5500 · 2023
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $162,502
- Avg per participant Above avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · Sponsored by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. · Georgia · Professional & Technical Services
$13M in assets, 83 participants
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.'s Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported $13M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #13,055 in Professional & Technical Services (20,321 peers)
2023 asset change
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust grew at a solid clip 12.8% in 2023 ($12M → $13M) for 83 participants.
- #13,055
- in Professional & Technical Services (20,321 peers)
- +12.8%
- assets growth YoY
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,487,700 Top 35% higher than 65% 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
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported participants rose from 80 in the plan year 2022 filing to 83 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581353898 · Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. PY 2023 · 401(k)
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · $13M · 83 · 65th
- TYPE $13M
- NET 83
- BOOK 65th
- VS-ST 401(k)
- BOY near Acumatica, Inc 401(k) Plan
- SCH ind #13055
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 →
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust in the asset neighbourhood
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 581353898 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Acumatica, Inc 401(k) Plan in WA ($13M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Acumatica, Inc 401(k) Plan (WA) $13M · 201
- M/a/R/C Research 401(k) Plan (TX) $13M · 58
- The 401(k) Plan for the Employees of Precious Plate (NY) $13M · 140
- Kagome Inc. 401(k) Plan (CA) $13M · 365
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Ikon Group Pension Plan (PR) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
- Union State Bank 401(k) Profit Sharing Plan (AL) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.