401(k) · DOL Form 5500 · 2023

Smith Brown Inc 401(k) Plan

Data updated 2026-08-25

$155K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$155,380
Avg per participant Above avg balance/head
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Official DOL plan name: Smith Brown Inc 401(k) Plan · Sponsored by Smith Brown Inc · Indiana · Real Estate

$155K in assets, 1 participants

Smith Brown Inc's Smith Brown Inc 401(k) Plan reported $155K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #600 in Real Estate (4,727 peers)

What the 2023 filing shows

Smith Brown Inc 401(k) Plan holds $155K for 1 participant - about $155,380 per participant, among the smaller plans by assets on file.

#600
in Real Estate (4,727 peers)
+0.0%
assets growth YoY

Smith Brown Inc 401(k) Plan among the smaller filed plans by assets

Smith Brown Inc 401(k) Plan vs every filed plan by assets

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

$155,380 9th percentile higher than 9% 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

Smith Brown Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Brown Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 852721256 · Smith Brown Inc PY 2023 · 401(k)

Smith Brown Inc 401(k) Plan · $155K · 1 · 9th

  • BOOK $155K
  • VS-ST 1
  • BOY 9th
  • SCH 401(k)
  • EBSA near Bearcat Services, L.L.C.401(k) Plan
  • PART ind #600

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 Real Estate retirement plans → · Plans in Indiana →

Smith Brown Inc 401(k) Plan in the asset neighbourhood

Smith Brown Inc 401(k) Plan$155KBearcat Services, L.L.C.401(k) PlanBearcat Services, L.L.C.401(…$155KDmz Fit, Inc. 401(k) Profit Sharing PlanDmz Fit, Inc. 401(k) Profit …$155KPo'e Hana Group Inc. Retirement PlanPo'e Hana Group Inc. Retirem…$155KThe Dorado Group Retirement PlanThe Dorado Group Retirement …$155K
End-of-year total assets ($M) among Smith Brown Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$155K
Employer EIN852721256
Plan Effective Date2020-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Brown Inc)

Sponsor-wide plan assets over time

All Smith Brown Inc plans reported in each filing year

Latest sponsor-wide plan assets
$155K 0% vs 2022
2024 filing year
$0.16M 202220232024 $0.16M $0.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $155K
2023 1 1 $155K
2024 1 1 $155K

Nearby 401(k) Plans in Indiana

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

Smith Brown Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Smith Brown Inc 401(k) Plan, Total assets ($B): 0.00015538 · Participants: 1Smith Brown Inc 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Smith Brown Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Smith Brown Inc 401(k) Plan side-by-side with 3 peers →

Smith Brown Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Bearcat Services, L.L.C.401(k) Plan in TX ($155K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($155K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Smith Brown Inc 401(k) Plan assets move in 2023? ▼
Smith Brown Inc 401(k) Plan held essentially flat - up 0.0% during 2023, from $155K to $155K.
How have Smith Brown Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Brown Inc's sponsor-wide assets grew 0.0%, from $155K to $155K.
Where does Smith Brown Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Smith Brown Inc 401(k) Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Smith Brown Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bearcat Services, L.L.C.401(k) Plan in TX ($155K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Smith Brown Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 852721256.

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.