401(k) · DOL Form 5500 · 2023

Ward and Smith, P.a. 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
235
Participants Below avg headcount
91st
Percentile by assets National rank
$434,922
Avg per participant High balance/head
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Official DOL plan name: Ward and Smith, P.a. 401(k) and Profit Sharing Plan · Sponsored by Ward and Smith, P.a. · North Carolina · Professional & Technical Services

$102M in assets, 235 participants

Ward and Smith, P.a.'s Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported $102M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,809 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Ward and Smith, P.a. 401(k) and Profit Sharing Plan covers 235 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $102M.

#18,809
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's outsized position by total assets

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$102,206,768 Top 9% higher than 91% 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

Ward and Smith, P.a. 401(k) and 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. Ward and Smith, P.a. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ward and Smith, P.a. 401(k) and Profit Sharing Plan end-of-year assets rose from $85M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported participants rose from 216 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561034724 · Ward and Smith, P.a. PY 2023 · 401(k)

Ward and Smith, P.a. 401(k) and Profit Sharing Plan · $102M · 235 · 91st

  • BOY $102M
  • BOY 235
  • BOY 91st
  • BOY 401(k)
  • BOY near Security 401(k) Profit-Sharing and Savings Plan
  • BOY ind #18809

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 North Carolina →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan in the asset neighbourhood

Neogen 401(k) Retirement Savings PlanNeogen 401(k) Retirement Sav…$102MCardworks Inc. 401(k) Retirement PlanCardworks Inc. 401(k) Retire…$102MBilfinger Inc. Retirement PlanBilfinger Inc. Retirement Pl…$102MSecurity 401(k) Profit-Sharing and Savings PlanSecurity 401(k) Profit-Shari…$102MWard and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$102M
End-of-year total assets ($M) among Ward and Smith, P.a. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$102M
Net Income$17M
Employer EIN561034724
Plan Effective Date1972-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ward and Smith, P.a.)

Sponsor-wide plan assets over time

All Ward and Smith, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 40.51104255389944% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.1M $120M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 216 $85M
2023 1 235 $102M
2024 1 232 $120M

Nearby 401(k) Plans in North Carolina

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

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ward and Smith, P.a. 401(k) and Profit Sharing Plan, Total assets ($B): 0.102206768 · Participants: 235Ward and Smith, P.a. 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ward and Smith, P.a. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Security 401(k) Profit-Sharing and Savings Plan in SC ($102M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Ward and Smith, P.a. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Ward and Smith, P.a. 401(k) and Profit Sharing Plan grew sharply - up 20.2% during 2023, from $85M to $102M. Reported net income was $17M.
How have Ward and Smith, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward and Smith, P.a.'s sponsor-wide assets grew 40.5%, from $85M to $120M.
Where does Ward and Smith, P.a. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ward and Smith, P.a. 401(k) and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security 401(k) Profit-Sharing and Savings Plan in SC ($102M, 2,112 participants).
Which 401(k) plans cover a similar participant headcount to Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 561034724.

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.