401(k) · DOL Form 5500 · 2023

Smith-Emery International, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
138
Participants Small participant base
64th
Percentile by assets National rank
$93,073
Avg per participant Below avg balance/head
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Official DOL plan name: Smith-Emery International, Inc. 401(k) Plan · Sponsored by Smith-Emery International, Inc. · California · Professional & Technical Services

$13M in assets, 138 participants

Smith-Emery International, Inc.'s Smith-Emery International, Inc. 401(k) Plan reported $13M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,829 in Professional & Technical Services (20,321 peers)

Coverage in California

Smith-Emery International, Inc. 401(k) Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,829
in Professional & Technical Services (20,321 peers)
+12.9%
assets growth YoY

Smith-Emery International, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith-Emery International, Inc. 401(k) Plan vs every filed plan by assets

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

$12,844,091 Top 36% higher than 64% 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-Emery International, 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-Emery International, Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith-Emery International, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Smith-Emery International, Inc. 401(k) Plan reported participants fell from 160 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Smith-Emery International, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953072721 · Smith-Emery International, Inc. PY 2023 · 401(k)

Smith-Emery International, Inc. 401(k) Plan · $13M · 138 · 64th

  • PART $13M
  • TYPE 138
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Energy Income Partners 401(k) Retirement Plan
  • BOY ind #12829

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 California →

Smith-Emery International, Inc. 401(k) Plan in the asset neighbourhood

Smith-Emery International, Inc. 401(k) PlanSmith-Emery International, I…$13MEnergy Income Partners 401(k) Retirement PlanEnergy Income Partners 401(k…$13MHef-USA, Inc 401(k) Plan$13MMau, Inc. 401(k) Profit Sharing PlanMau, Inc. 401(k) Profit Shar…$13MAcr Homes, Inc. 401(k) Profit Sharing Plan and TrustAcr Homes, Inc. 401(k) Profi…$13M
End-of-year total assets ($M) among Smith-Emery International, 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)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN953072721
Plan Effective Date1944-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith-Emery International, Inc.)

Sponsor-wide plan assets over time

All Smith-Emery International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.871599621279646% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $16.5M $13.5M ▼ -17.9%
Year Plans Participants Total Assets
2022 2 327 $16M
2023 1 138 $13M
2024 1 155 $14M

Nearby 401(k) Plans in California

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

Smith-Emery International, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smith-Emery International, Inc. 401(k) Plan, Total assets ($B): 0.012844091 · Participants: 138Smith-Emery International, 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-Emery International, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith-Emery International, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Energy Income Partners 401(k) Retirement Plan in CT ($13M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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-Emery International, Inc. 401(k) Plan assets move in 2023? ▼
Smith-Emery International, Inc. 401(k) Plan grew at a solid clip - up 12.9% during 2023, from $11M to $13M. Reported net income was $1M.
How have Smith-Emery International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith-Emery International, Inc.'s sponsor-wide assets declined 17.9%, from $16M to $14M.
Which 401(k) plans are similar in size to Smith-Emery International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Income Partners 401(k) Retirement Plan in CT ($13M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Smith-Emery International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 953072721.

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.