401(k) · DOL Form 5500 · 2023
Smith Elliott Kearns & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $202,043
- Avg per participant Above avg balance/head
Official DOL plan name: Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan · Sponsored by Smith Elliott Kearns & Company, LLC · Maryland · Professional & Technical Services
$40M in assets, 198 participants
Smith Elliott Kearns & Company, LLC's Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan reported $40M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,025 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan covers 198 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $40M.
- #17,025
- in Professional & Technical Services (20,321 peers)
- +20.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan's outsized position by total assets
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,004,612 Top 17% higher than 83% 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
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing 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. Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan reported participants rose from 150 in the plan year 2022 filing to 198 in the plan year 2023 filing.
- Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520783935 · Smith Elliott Kearns & Company, LLC PY 2023 · 401(k)
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan · $40M · 198 · 83rd
- VS-ST $40M
- BOY 198
- SCH 83rd
- EBSA 401(k)
- PART near Tapani, Inc. Retirement Savings Plan
- TYPE ind #17025
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 Maryland →
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $7M |
| Employer EIN | 520783935 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith Elliott Kearns & Company, LLC)
Sponsor-wide plan assets over time
All Smith Elliott Kearns & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 42.5899561979102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $33M |
| 2023 | 1 | 198 | $40M |
| 2024 | 1 | 192 | $47M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Smith Elliott Kearns & Company LLC Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Tapani, Inc. Retirement Savings Plan in WA ($40M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Tapani, Inc. Retirement Savings Plan (WA) $40M · 470
- Logs Legal Network 401(k) Plan (IL) $40M · 512
- Finkl Steel Savings Plan (IL) $40M · 299
- Quality Consulting Inc 401(k) Retirement Plan (IA) $40M · 210
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 198 · 0 off
- Otterbase 401(k) Plan (MI) 198 · 0 off
- Assurance Financial 401(k) Plan (LA) 198 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 198 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.