401(k) · DOL Form 5500 · 2023

Smithbucklin Corporation 401(k) Plan

Data updated 2026-08-25

$239M
Total assets Near avg plan size
656
Participants Below avg headcount
95th
Percentile by assets National rank
$364,858
Avg per participant High balance/head
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Official DOL plan name: Smithbucklin Employee Retirement Plan · Sponsored by Smithbucklin Corporation · Illinois · Professional & Technical Services

$239M in assets, 656 participants

Smithbucklin Corporation's Smithbucklin Employee Retirement Plan reported $239M in total assets and 656 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,621 in Professional & Technical Services (20,321 peers)

Where Smithbucklin Employee Retirement Plan sits by assets

Smithbucklin Employee Retirement Plan sits in the top 5% of all filed plans by assets, $239M for 656 participants (~$364,858/participant), up 17.9% in 2023.

#19,621
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Smithbucklin Employee Retirement Plan's outsized position by total assets

Smithbucklin Employee Retirement Plan vs every filed plan by assets

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

$239,346,598 Top 5% higher than 95% 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

Smithbucklin Employee Retirement 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. Smithbucklin Employee Retirement Plan sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smithbucklin Employee Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Smithbucklin Employee Retirement Plan end-of-year assets rose from $203M in the plan year 2022 filing to $239M in the plan year 2023 filing.
  • Smithbucklin Employee Retirement Plan reported participants rose from 595 in the plan year 2022 filing to 656 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 412078828 · Smithbucklin Corporation PY 2023 · 401(k)

Smithbucklin Employee Retirement Plan · $239M · 656 · 95th

  • BOOK $239M
  • BOOK 656
  • BOOK 95th
  • BOOK 401(k)
  • BOOK near Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #19621

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 Illinois →

Smithbucklin Employee Retirement Plan in the asset neighbourhood

Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing PlanCapital District Physicians'…$239MSmithbucklin Employee Retirement PlanSmithbucklin Employee Retire…$239MHaemonetics Corporation Savings Plus PlanHaemonetics Corporation Savi…$239MHatch Associates Consultants, Inc. 401(k) Plan for U.S. EmployeesHatch Associates Consultants…$239MThe Geo Save 401(k) Plan$239M
End-of-year total assets ($M) among Smithbucklin Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$239M
Net Income$36M
Employer EIN412078828
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smithbucklin Corporation)

Sponsor-wide plan assets over time

All Smithbucklin Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$243M 19.498981015846567% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $203M $243M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 595 $203M
2023 1 656 $239M
2024 1 675 $243M

Nearby 401(k) Plans in Illinois

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

Smithbucklin Employee Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Smithbucklin Employee Retirement Plan, Total assets ($B): 0.239346598 · Participants: 656Smithbucklin Employee Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Smithbucklin Employee Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smithbucklin Employee Retirement Plan side-by-side with 3 peers →

Smithbucklin Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in NY ($239M); by covered participants it is Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in CA (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Smithbucklin Employee Retirement Plan assets move in 2023? ▼
Smithbucklin Employee Retirement Plan grew sharply - up 17.9% during 2023, from $203M to $239M. Reported net income was $36M.
How have Smithbucklin Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smithbucklin Corporation's sponsor-wide assets grew 19.5%, from $203M to $243M.
Where does Smithbucklin Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Smithbucklin Employee Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Smithbucklin Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in NY ($239M, 1,278 participants).
Which 401(k) plans cover a similar participant headcount to Smithbucklin Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in CA (656 participants, $88M 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 412078828.

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.