401(k) · DOL Form 5500 · 2023

Fred Smith Plumbing & Heating-401(k) 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
245
Participants Below avg headcount
64th
Percentile by assets National rank
$53,072
Avg per participant Low balance/head
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Official DOL plan name: Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan · Sponsored by Fred Smith Plumbing & Heating-401(k) · New York · Construction

$13M in assets, 245 participants

Fred Smith Plumbing & Heating-401(k)'s Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 245 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.

  • #5,662 in Construction (9,030 peers)

Coverage in New York

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan covers 245 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $13M.

#5,662
in Construction (9,030 peers)
+11.5%
assets growth YoY

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,002,579 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

Fred Smith Plumbing & Heating Co. Inc. 401(k) 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. Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan reported net income rose from -$545K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan reported participants rose from 238 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131885873 · Fred Smith Plumbing & Heating-401(k) PY 2023 · 401(k)

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan · $13M · 245 · 64th

  • RANK $13M
  • RANK 245
  • RANK 64th
  • RANK 401(k)
  • RANK near Palms Medical Group 401(k) Plan
  • RANK ind #5662

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 Construction retirement plans → · Plans in New York →

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing PlanFred Smith Plumbing & Heatin…$13MPalms Medical Group 401(k) PlanPalms Medical Group 401(k) P…$13MTc Chevrolet, Inc. 401(k) Savings PlanTc Chevrolet, Inc. 401(k) Sa…$13MRizo-Lopez Foods, Inc. 401(k) Profit Sharing Plan and TrustRizo-Lopez Foods, Inc. 401(k…$13MMaine Pointe, LLC Profit Sharing Plan and TrustMaine Pointe, LLC Profit Sha…$13M
End-of-year total assets ($M) among Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN131885873
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Smith Plumbing & Heating-401(k))

Sponsor-wide plan assets over time

All Fred Smith Plumbing & Heating-401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.798413677920294% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.7M $14.2M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 238 $12M
2023 1 245 $13M
2024 1 242 $14M

Nearby 401(k) Plans in New York

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

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013002579 · Participants: 245Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Palms Medical Group 401(k) Plan in FL ($13M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have Fred Smith Plumbing & Heating-401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred Smith Plumbing & Heating-401(k)'s sponsor-wide assets grew 21.8%, from $12M to $14M.
Which 401(k) plans are similar in size to Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palms Medical Group 401(k) Plan in FL ($13M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Fred Smith Plumbing & Heating Co. Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 131885873.

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.