401(k) · DOL Form 5500 · 2023
G. H. Smart & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $184,469
- Avg per participant Above avg balance/head
Official DOL plan name: G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru · Sponsored by G. H. Smart & Company, LLC · Illinois · Professional & Technical Services
$24M in assets, 130 participants
G. H. Smart & Company, LLC's G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru reported $24M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,465 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $24M.
- #15,465
- in Professional & Technical Services (20,321 peers)
- +38.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru's outsized position by total assets
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,980,983 Top 24% higher than 76% 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
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru 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. G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru reported participants rose from 115 in the plan year 2022 filing to 130 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 364036593 · G. H. Smart & Company, LLC PY 2023 · 401(k)
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru · $24M · 130 · 76th
- 5500 $24M
- ASSETS 130
- PCT 76th
- EIN 401(k)
- RANK near Grayson & Associates, P.C. 401(k) Profit Sharing Plan
- PHOTO ind #15465
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 →
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $7M |
| Employer EIN | 364036593 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (G. H. Smart & Company, LLC)
Sponsor-wide plan assets over time
All G. H. Smart & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 71.89656163386994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $17M |
| 2023 | 1 | 130 | $24M |
| 2024 | 1 | 136 | $30M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
G. H. Smart & Company, LLC 401(k) Profit Sharing Plan & Tru's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Grayson & Associates, P.C. 401(k) Profit Sharing Plan in AL ($24M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Grayson & Associates, P.C. 401(k) Profit Sharing Plan (AL) $24M · 113
- Bake'n Joy Foods 401(k) Plan (MA) $24M · 244
- Arcserve 401(k) Plan (CA) $24M · 189
- Hi-Rez Studios, Inc. 401(k) Plan (GA) $24M · 377
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Animax Designs, Inc. (TN) 130 · 0 off
- American Portfolios Holdings, (NY) 130 · 0 off
- Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
- The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.