401(k) · DOL Form 5500 · 2023

Smith Chason College, Inc. 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
294
Participants Below avg headcount
38th
Percentile by assets National rank
$12,156
Avg per participant Low balance/head
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Official DOL plan name: Smith Chason College, Inc. 401(k) Plan · Sponsored by Smith Chason College, Inc. 401(k) Plan · California · Other Services

$4M in assets, 294 participants

Smith Chason College, Inc. 401(k) Plan's Smith Chason College, Inc. 401(k) Plan reported $4M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,840 in Other Services (7,857 peers)

Coverage in California

Smith Chason College, Inc. 401(k) Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,840
in Other Services (7,857 peers)
+30.5%
assets growth YoY

Smith Chason College, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Smith Chason College, Inc. 401(k) Plan vs every filed plan by assets

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

$3,573,759 38th percentile higher than 38% 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 Chason College, Inc. 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. Smith Chason College, Inc. 401(k) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Chason College, Inc. 401(k) Plan reported net income rose from -$441K in the plan year 2022 filing to $836K in the plan year 2023 filing.
  • Smith Chason College, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Smith Chason College, Inc. 401(k) Plan reported participants rose from 262 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954686517 · Smith Chason College, Inc. 401(k) Plan PY 2023 · 401(k)

Smith Chason College, Inc. 401(k) Plan · $4M · 294 · 38th

  • SCH $4M
  • SCH 294
  • SCH 38th
  • SCH 401(k)
  • SCH near Ap Sound, LLC. 401(k) Profit Sharing Plan
  • SCH ind #4840

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 Other Services retirement plans → · Plans in California →

Smith Chason College, Inc. 401(k) Plan in the asset neighbourhood

Smith Chason College, Inc. 401(k) PlanSmith Chason College, Inc. 4…$4MAp Sound, LLC. 401(k) Profit Sharing PlanAp Sound, LLC. 401(k) Profit…$4MLieber & Moore Cardiology 401(k) Profit Sharing Plan & TrustLieber & Moore Cardiology 40…$4MFeradyne Outdoors Retirement Savings PlanFeradyne Outdoors Retirement…$4MHeller Pension Associates, Inc. 401(k) Profit Sha Ring Plan & TrustHeller Pension Associates, I…$4M
End-of-year total assets ($M) among Smith Chason College, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$836K
Employer EIN954686517
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Chason College, Inc. 401(k) Plan)

Sponsor-wide plan assets over time

All Smith Chason College, Inc. 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 65.9596028597198% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.74M $4.54M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 262 $3M
2023 1 294 $4M
2024 1 361 $5M

Nearby 401(k) Plans in California

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

Smith Chason College, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smith Chason College, Inc. 401(k) Plan, Total assets ($B): 0.003573759 · Participants: 294Smith Chason College, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Smith Chason College, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith Chason College, Inc. 401(k) Plan side-by-side with 3 peers →

Smith Chason College, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ap Sound, LLC. 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Smith Chason College, Inc. 401(k) Plan assets move in 2023? ▼
Smith Chason College, Inc. 401(k) Plan surged - up 30.5% during 2023, from $3M to $4M. Reported net income was $836K.
How have Smith Chason College, Inc. 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Chason College, Inc. 401(k) Plan's sponsor-wide assets grew 66.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Smith Chason College, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ap Sound, LLC. 401(k) Profit Sharing Plan in FL ($4M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Smith Chason College, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 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 954686517.

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.