401(k) · DOL Form 5500 · 2024
Herman Smith & Co Ltd 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3
- Participants Small participant base
Official DOL plan name: Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust · Sponsored by Herman Smith & Co Ltd · Texas · Real Estate
N/A in assets, 3 participants
Herman Smith & Co Ltd's Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust reported N/A in total assets and 3 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust holds N/A for 3 participants.
- -$469K
- reported net income
The plan reported a net loss of $469K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust reported net income fell from $14K in the plan year 2023 filing to -$469K in the plan year 2024 filing.
- Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 752560868 · Herman Smith & Co Ltd PY 2024 · 401(k)
Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust · N/A · 3
- TYPE N/A
- NET 3
- BOOK PY 2024
- VS-ST 401(k)
- BOY near Arizona Mortgage & Investments 401(k) Plan
- SCH -$469K
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 Real Estate retirement plans → · Plans in Texas →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $469K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$469K |
| Employer EIN | 752560868 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Herman Smith & Co Ltd)
Sponsor-wide plan assets over time
All Herman Smith & Co Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $455K |
| 2023 | 1 | 2 | $469K |
| 2024 | 1 | 3 | N/A |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by headcount
Outside Texas, the nearest 401(k) by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants; this filing: 3 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.