401(k) · DOL Form 5500 · 2023
Smith Seckman Reid, Inc. 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 468
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $205,494
- Avg per participant Above avg balance/head
Official DOL plan name: Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust · Sponsored by Smith Seckman Reid, Inc. · Tennessee · Professional & Technical Services
$96M in assets, 468 participants
Smith Seckman Reid, Inc.'s Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust reported $96M in total assets and 468 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.
- #18,736 in Professional & Technical Services (20,321 peers)
Coverage in Tennessee
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust covers 468 participants in Tennessee, about 42% of the average Tennessee filer (state average ~1,126 per filing). Assets: $96M.
- #18,736
- in Professional & Technical Services (20,321 peers)
- +9.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust's outsized position by total assets
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$96,171,321 Top 9% higher than 91% 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
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust 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 Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust sits mid-pack in the medium band (468 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust end-of-year assets rose from $88M in the plan year 2022 filing to $96M in the plan year 2023 filing.
- Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust reported participants rose from 439 in the plan year 2022 filing to 468 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 620791037 · Smith Seckman Reid, Inc. PY 2023 · 401(k)
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust · $96M · 468 · 91st
- EBSA $96M
- EBSA 468
- EBSA 91st
- EBSA 401(k)
- EBSA near The Hartz Group, Inc. 401(k) Retirement Plan
- EBSA ind #18736
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 Tennessee →
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $8M |
| Employer EIN | 620791037 |
| Plan Effective Date | 1976-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith Seckman Reid, Inc.)
Sponsor-wide plan assets over time
All Smith Seckman Reid, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 33.14692562200671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 889 | $166M |
| 2023 | 2 | 951 | $196M |
| 2024 | 2 | 1,020 | $221M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Smith Seckman Reid, Inc. Employee Savings and Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is The Hartz Group, Inc. 401(k) Retirement Plan in NJ ($96M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- The Hartz Group, Inc. 401(k) Retirement Plan (NJ) $96M · 736
- Livingston International, Inc. 401(k) Retirement Savings Plan (IL) $96M · 1,290
- Nature's Way 401(k) Plan (WI) $96M · 688
- The Hyperion Retirement Plan (OH) $96M · 676
Similar participant headcount
Nearest other-state filings by covered participants (468 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.