401(k) · DOL Form 5500 · 2024

A J Smith Ins. Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$620K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$155,088
Avg per participant Above avg balance/head
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Official DOL plan name: A J Smith Ins. Agency Retirement Plan · Sponsored by A J Smith Ins. Agency, Inc. · Illinois · Finance & Insurance

$620K in assets, 4 participants

A J Smith Ins. Agency, Inc.'s A J Smith Ins. Agency Retirement Plan reported $620K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #904 in Finance & Insurance (8,549 peers)

A J Smith Ins. Agency, Inc. multi-year trail

A J Smith Ins. Agency, Inc.'s plans moved +46.7% in assets from 2022 to 2024; this filing shows A J Smith Ins. Agency Retirement Plan at $620K / 4 participants.

#904
in Finance & Insurance (8,549 peers)
+22.9%
assets growth YoY

A J Smith Ins. Agency Retirement Plan among the smaller filed plans by assets

A J Smith Ins. Agency Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$620,352 19th percentile higher than 19% of 123,620 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 2024

A J Smith Ins. Agency Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A J Smith Ins. Agency Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A J Smith Ins. Agency Retirement Plan reported net income rose from $82K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • A J Smith Ins. Agency Retirement Plan end-of-year assets rose from $505K in the plan year 2023 filing to $620K in the plan year 2024 filing.
  • A J Smith Ins. Agency Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463451337 · A J Smith Ins. Agency, Inc. PY 2024 · 401(k)

A J Smith Ins. Agency Retirement Plan · $620K · 4 · 19th

  • EOY $620K
  • EOY 4
  • EOY 19th
  • EOY 401(k)
  • EOY near Giltner Trucking, LLC 401(k) Plan
  • EOY ind #904

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 Finance & Insurance retirement plans → · Plans in Illinois →

A J Smith Ins. Agency Retirement Plan in the asset neighbourhood

A J Smith Ins. Agency Retirement PlanA J Smith Ins. Agency Retire…$620KGiltner Trucking, LLC 401(k) PlanGiltner Trucking, LLC 401(k)…$620KBlend Pak Inc 401(k) Profit Sharing Plan & TrustBlend Pak Inc 401(k) Profit …$620KScl Corp. 401(k) Plan$620KEdg Associates, Inc. 401(k) PlanEdg Associates, Inc. 401(k) …$620K
End-of-year total assets ($M) among A J Smith Ins. Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

A J Smith Ins. Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All A J Smith Ins. Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$620K 46.741004794761956% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.42M $0.62M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 5 $423K
2023 1 5 $505K
2024 1 4 $620K

A J Smith Ins. Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$505K
Net Assets (End of Year)$620K
Net Income$115K
Employer EIN463451337
Plan Effective Date2013-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

A J Smith Ins. Agency Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants A J Smith Ins. Agency Retirement Plan, Total assets ($B): 0.000620352 · Participants: 4A J Smith Ins. Agency Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
A J Smith Ins. Agency Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare A J Smith Ins. Agency Retirement Plan side-by-side with 3 peers →

A J Smith Ins. Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Giltner Trucking, LLC 401(k) Plan in ID ($620K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($620K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did A J Smith Ins. Agency Retirement Plan assets move in 2024? ▼
A J Smith Ins. Agency Retirement Plan grew sharply - up 22.9% during 2024, from $505K to $620K. Reported net income was $115K.
How have A J Smith Ins. Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A J Smith Ins. Agency, Inc.'s sponsor-wide assets grew 46.7%, from $423K to $620K.
Where does A J Smith Ins. Agency Retirement Plan rank by assets among Form 5500 filers? ▼
A J Smith Ins. Agency Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to A J Smith Ins. Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giltner Trucking, LLC 401(k) Plan in ID ($620K, 79 participants).
Which 401(k) plans cover a similar participant headcount to A J Smith Ins. Agency Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463451337.

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.